Estate Planning Documents and Guides

 

oIndex = 2

 

oNumber = 2000

 

oDocuments:

 

oClient Communications - EP05 - 2205 - Documents - 1

oAll Documents For Estate Planning Binders - EP05_07.guide

oCover Letter - EP05_06.guide

oCover Sheets - Table Of Contents - Instructions For Execution - EP05_08.guide

oCover Sheets For Estate Planning Binders - EP05_02.guide

oCover Sheets For Wills And Trusts - EP05_04.guide

oDocuments To Be Emailed - EP05_10.guide

oEngagement Letter - EP05_09.guide

oInstructions For Executing Documents - EP05_05.guide

oOutline Of Estate Planning Concepts - EP05_01.guide

oTable Of Contents For Estate Planning Binders - EP05_03.guide

 

oPrepare Documents - EP06 - 2206 - Documents - 1

oPrepare Documents - EP06_01.guide

 

oDiagrams For Client - EP10 - 2210 - Documents - 1

oIrrevocable Trust - Asset Protection Trust Then Family Trust - EP10_21.guide

oIrrevocable Trust - Asset Protection Trust Then Simple Trust - EP10_22.guide

oIrrevocable Trust - IDGT - Joint Settlors - Family Trust - EP10_23.guide

oIrrevocable Trust - IDGT - Married - Family Trust - EP10_24.guide

oIrrevocable Trust - IDGT - Single - Family Trust - EP10_25.guide

oIrrevocable Trust - ILIT - Joint Settlors - Family Trust - EP10_26.guide

oIrrevocable Trust - ILIT - Joint Settlors - Simple Trust - EP10_27.guide

oIrrevocable Trust - ILIT - Married - Family Trust - Insurance On Both - EP10_28.guide

oIrrevocable Trust - ILIT - Married - Family Trust - Insurance On Client - EP10_29.guide

oIrrevocable Trust - ILIT - Married - Simple Trust - Insurance On Both - EP10_30.guide

oIrrevocable Trust - ILIT - Married - Simple Trust - Insurance On Client - EP10_31.guide

oIrrevocable Trust - ILIT - Single - Family Trust - EP10_32.guide

oIrrevocable Trust - ILIT - Single - Simple Trust - EP10_33.guide

oIrrevocable Trust - QTIP Then Family Trust - EP10_34.guide

oIrrevocable Trust - QTIP Then Simple Trust - EP10_35.guide

oRevocable Trust - Joint Settlors - Family Trust - EP10_11.guide

oRevocable Trust - Joint Settlors - Simple Trust  - EP10_12.guide

oRevocable Trust - Married - Family Trust - EP10_19.guide

oRevocable Trust - Married - Marital Trust Marital Deduction Trust - EP10_13.guide

oRevocable Trust - Married - Outright Bequest Marital Deduction Trust - EP10_14.guide

oRevocable Trust - Married - QTIP Marital Deduction Trust - EP10_15.guide

oRevocable Trust - Married - Simple Trust - EP10_16.guide

oRevocable Trust - Single - Family Trust - EP10_17.guide

oRevocable Trust - Single - Simple Trust - EP10_18.guide

oWill - Married - Contingent Trust - EP10_02.guide

oWill - Married - Marital Trust M/D - EP10_05.guide

oWill - Married - Outright Bequest M/D - EP10_03.guide

oWill - Married - QTIP M/D - EP10_04.guide

oWill - Married - Simple Will - EP10_01.guide

oWill - Single - Family Trust - EP10_07.guide

oWill - Single - Simple Will - EP10_06.guide

 

oGift Tax Return - EP25 - 2225 - Tax Returns - 2

oMarried - Regular And G S T Gifts - EP25_05.guide

oMarried - Regular Gifts - EP25_04.guide

oSingle - Regular And G S T Gifts - EP25_03.guide

oSingle - Regular Gifts - EP25_02.guide

 

oIrrevocable Trust - LI03 - 2025 - Documents - 1

oAsset Protection Trust Then Family Trust - LI03_23.guide

oAsset Protection Trust Then Generation Skipping Trust - LI03_24.guide

oAsset Protection Trust Then Simple Trust - LI03_22.guide

oIDGT - Joint Settlors - Family Trust - LI03_14.guide

oIDGT - Joint Settlors - Generation Skipping Trust - LI03_15.guide

oIDGT - Married - Family Trust - LI03_16.guide

oIDGT - Married - Generation Skipping Trust - LI03_04.guide

oIDGT - Single - Family Trust - LI03_17.guide

oIDGT - Single - Generation Skipping Trust - LI03_18.guide

oILIT - Joint Settlors - Family Trust - LI03_12.guide

oILIT - Joint Settlors - Generation Skipping Trust - LI03_11.guide

oILIT - Joint Settlors - Simple Trust - LI03_13.guide

oILIT - Married - Family Trust - Insurance On Both - LI03_03.guide

oILIT - Married - Family Trust - Insurance On Client - LI03_01.guide

oILIT - Married - Generation Skipping - Insurance On Both - LI03_05.guide

oILIT - Married - Generation Skipping - Insurance On Client - LI03_02.guide

oILIT - Married - Simple Trust - Insurance On Both - LI03_07.guide

oILIT - Married - Simple Trust - Insurance On Client - LI03_06.guide

oILIT - Single - Family Trust - LI03_08.guide

oILIT - Single - Generation Skipping Trust - LI03_09.guide

oILIT - Single - Simple Trust - LI03_10.guide

oQTIP Then Family Trust - LI03_20.guide

oQTIP Then Generation Skipping Trust - LI03_21.guide

oQTIP Then Simple Trust - LI03_19.guide

 

oMiscellaneous Documents - LT03 - 2240 - Documents - 1

oAffidavit For Recorded Documents - LT03_02.guide

oCover Sheet For Will And Trusts - LT03_01.guide

oResignation Of Trustee - LT03_05.guide

oRight-Of-Withdrawal Letters - LT03_04.guide

oTangible Property List - LT03_03.guide

 

oEstate Tax Projections - PR03 - 2050 - Projections - 3

oMarried - Equalize estates and Family Trust - PR03_03.guide

oMarried - Equalize estates, gifts & Family Trust - PR03_02.guide

oMarried - Equalize estates, insurance & Family Trust - PR03_01.guide

oMarried - Family Trust - PR03_04.guide

oMarried - Smaller estate - PR03_05.guide

oSingle - Gifts - PR03_06.guide

oSingle - Gifts and insurance - PR03_07.guide

oSingle - Smaller estate - PR03_08.guide

 

oPower Of Attorney - PW03 - 2200 - Documents - 1

oFinancial / Health Care Powers / Living Will For Married Client - PW03_01.guide

oFinancial / Health Care / Living Will For Single Client - PW03_02.guide

oHIPAA Release For Medical Information - PW03_05.guide

oMedical Directive - PW03_03.guide

oPower Of Attorney For Trust Bank Account - PW03_04.guide

 

oRevocable Trust - RE03 - 2020 - Documents - 1

oJoint Settlors - Family Trust - RE03_10.guide

oJoint Settlors - Generation Skipping Trust - RE03_09.guide

oJoint Settlors - Simple Trust - RE03_11.guide

oMarried - Amendment - RE03_12.guide

oMarried - Amendment If No Federal Estate Tax - RE03_13.guide

oMarried - Marital Trust Marital Deduction Trust - RE03_03.guide

oMarried - Outright Bequest Marital Deduction Trust - RE03_04.guide

oMarried - QTIP Marital Deduction Trust - RE03_02.guide

oMarried - Reverse QTIP Generation Skipping Trust - RE03_01.guide

oMarried - Simple Trust - RE03_05.guide

oSingle - Family Trust - RE03_07.guide

oSingle - Generation Skipping Trust - RE03_06.guide

oSingle - Simple Trust - RE03_08.guide

 

oSplit Dollar Agreements - SP03 - 2120 - Documents - 1

oMarried Client - SP03_01.guide

oSingle Client - SP03_02.guide

 

oWill - WI03 - 2010 - Documents - 1

oMarried - Codicil - Will11.guide

oMarried - Codicil If No Federal Estate Tax - Will12.guide

oMarried - Contingent Trust Will - Will1.guide

oMarried - Marital Trust M/D Will - Will2.guide

oMarried - Outright Bequest M/D Will - Will3.guide

oMarried - Pour Over Will - Will4.guide

oMarried - QTIP M/D Will - Will5.guide

oMarried - Reverse QTIP Generation Skipping Will - Will.guide

oMarried - Simple Will - Will6.guide

oSingle - Family Trust Will - Will8.guide

oSingle - Generation Skipping Will - Will7.guide

oSingle - Pour Over Will - Will9.guide

oSingle - Simple Will - Will10.guide