Estate Planning and Will Drafting

Estate Planning and Will Drafting Forms (Downloadable)

Purchase this package of Estate Planning and Will Drafting Forms
#  This form is new or has been changed since the prior edition.
Please click on the links below to view samples of the forms.  Sample forms are for illustrative purposes only.  The current versions of these forms are available upon purchase. 

Form #         NameFormat

1 Appx A 

Confidential Information Form

Microsoft Word (6 pages)

1 Appx B

Asset Form

Microsoft Word (1 page)

1 Appx C

Estate Planning Checklists

Microsoft Word (10 pages)

4 Appx APourover Will (Will pours over into revocable trust, with alternate disposition) 

Microsoft Word (4 pages)

4 Appx BWill (spouse with minor children - no tax issues)

Microsoft Word (4 pages)

4 Appx CWill with Provisions for Miscellaneous Gifts

Microsoft Word (3 pages)

4 Appx DWill for Married Person with Minor Children and No Anticipated Federal Estate Tax 

Microsoft Word (4 pages)

4 Appx EWill for Individual with no Spouse or Children and less than $1.5 million in Assets 

Microsoft Word (3 pages)

5 Appx ACredit Shelter/QTIP Will for Husband and Wife with Adult Children

Microsoft Word (8 pages)

5 Appx BDisclaimer Will for Husband and Wife with Adult Children

Microsoft Word (4 pages)

6 Appx ARevocable Trust with Grantor Acting as Sole Trustee

Microsoft Word (10 pages)

6 Appx BRevocable Trust with Grantor Acting as Sole Trustee (Alternate Version)

Microsoft Word (15 pages)

6 Appx CHIPAA Authorization to Allow Trustee's Doctor to Give Information to Facilitate Change of Trustee

Microsoft Word (2 pages)

8 AppxUniform Table of Distribution

Microsoft Word (2 pages)

9 AppxIrrevocable Unfunded Life Insurance Trust

Microsoft Word (13 pages)

10 Appx ARetainer Letter (For Matrimonial Cases only including Statement of Client's Rights and Responsibilities

Microsoft Word (4 pages)

10 Appx BPrenuptial Agreement (Both Parties Financially Independent, including Alternative and Additional Clauses)

Microsoft Word (6 pages)

10 Appx CDivorce Agreement

Microsoft Word (16 pages)

10 Appx DSeparation Agreement, including Memorandum of Separation Agreement (Merged)

Microsoft Word (42 pages)

10 Appx ECohabitation Agreement Tailored to Specific Facts

Microsoft Word (3 pages)

11 Appx A-1

Power of Attorney Information Sheet

Microsoft Word (3 pages)

11 Appx A-2

Durable General Power of Attorney, New York Statutory Short Form

Microsoft Word (10 pages)

11 Appx A-3

Suggested Modifications to Statutory Short Form Power of Attorney

Microsoft Word (1 page)

11 Appx A-4Durable General Power of Attorney NY Statutory Gifts Rider Authorization to Make Major Gifts 

Microsoft Word (3 pages)

11 Appx A-5

Suggested Modifications to Statutory Short Form Power of Attorney: NY Statutory Gifts Rider

Microsoft Word (3 pages)

11 Appx B-1Health Care Proxy

Microsoft Word (3 pages)

11 Appx B-2Living Will

Microsoft Word (2 pages)

11 Appx B-3Living Will and Health Care Proxy

Microsoft Word (2 pages)

11 Appx C2013 Medicaid Regional Rages for Calculating Nursing Home Ineligibility following Asset Transfers

Microsoft Word (2 pages)

13 Appx ADisclosure Concerning Attorney/Executor (Acknowledgement of Disclosure)

Microsoft Word (1 page)

13 Appx BDisclosure Concerning Attorney/Executor-Trustee (Acknowledgement of Disclosure)

Microsoft Word (1 page)

13 Appx CEstate Planning Engagement Letter Involving Dual Representation

Microsoft Word (3 page)

13 Appx DEstate Administration Engagement Letter Involving dual Representation (Sample)

Microsoft Word (4 pages)