Estate Planning

 

o Refer to the appropriate document to see a list of relevant values.

 

oEP05 -- Client Communications

 

oNumber Of All Children -- N114.1 

oOutline -- Number Of Topics -- N59.1 

oTable Of Contents -- Number Of Trusts -- N9.1 

oTable Of Contents -- Number Of Charitable Entities -- N19.1 

oTable Of Contents -- Number Of Death Tax Projections -- N37.1 

oTable Of Contents -- Number Of Documents -- N150.1 

oCover Sheets -- Number Of Trusts -- N66.1 

oInstructions For Signing -- Number Of Documents -- N84.1 

oCover Letter -- Number Of Paragraphs -- N91.1 

oEngagement Letter -- Number Of Attorney / Staffs -- N128.1 

oEngagement Letter -- Number Of Paragraphs -- N139.1

 

oEP10 -- Diagrams For Client

 

oNumber Of All Children -- N114.1 

oWill -- Number Of Original Beneficiaries Of Testator's Homestead -- N189.1 

oWill -- Number Of Successor Homestead Beneficiary Groups -- N210.1 

oWill -- Number Of First / Second Successor Beneficiaries Of Homestead -- N209.1.S1 

oWill -- Number Of Original Beneficiaries Of Testator's Personal Property -- N217.1 

oWill -- Number Of Successor Personal Property Beneficiary Groups -- N238.1 

oWill -- Number Of First / Second Successor Beneficiaries Of P P -- N237.1.S1 

oWill -- Number Of Specific Bequests -- N249.1 

oWill -- Number Of Original M T Trustees -- N260.1 

oWill -- Number Of Successor Trustees Groups - M T -- N283.1 

oWill -- Number Of First / Second Successor Trustees - M T -- N281.1.S1 

oWill -- Number Of Original F T Trustees -- N292.1 

oWill -- Number Of Successor Trustees Groups - F T -- N315.1 

oWill -- Number Of First / Second Successor Trustees - F T -- N313.1.S1 

oWill -- Number Of Beneficiaries Who Receive Family Trust -- N336.1 

oWill -- Number Of Beneficiaries Who Receive Residual -- N324.1 

oWill -- Number Of Original Executors -- N83.1 

oWill -- Number Of Successor Executors Groups -- N107.1 

oWill -- Number Of Successor Executors -- N105.1.S1 

oWill -- Number Of Original Guardians -- N158.1 

oWill -- Number Of Successor Guardians Groups -- N182.1 

oWill -- Number Of Successor Guardians -- N180.1.S1 

oRevocable Trust -- Number Of Original Beneficiaries Of Testator's Homestead -- N365.1 

oRevocable Trust -- Number Of Successor Homestead Beneficiary Groups -- N386.1 

oRevocable Trust -- Number Of First / Second Successor Beneficiaries Of Homestead -- N385.1.S1 

oRevocable Trust -- Number Of Original Beneficiaries Of Testator's Personal Property -- N393.1 

oRevocable Trust -- Number Of Successor Personal Property Beneficiary Groups -- N414.1 

oRevocable Trust -- Number Of First / Second Successor Beneficiaries Of P P -- N413.1.S1 

oRevocable Trust -- Number Of Specific Bequests -- N425.1 

oRevocable Trust -- Number Of Original M T Trustees -- N435.1 

oRevocable Trust -- Number Of Successor Trustees Groups - M T -- N458.1 

oRevocable Trust -- Number Of First / Second Successor Trustees - M T -- N456.1.S1 

oRevocable Trust -- Number Of Original F T Trustees -- N466.1 

oRevocable Trust -- Number Of Successor Trustees Groups - F T -- N489.1 

oRevocable Trust -- Number Of First / Second Successor Trustees - F T -- N487.1.S1 

oRevocable Trust -- Number Of Beneficiaries Who Receive Family Trust -- N498.1 

oRevocable Trust -- Number Of Beneficiaries Who Receive Residual -- N529.1 

oRevocable Trust -- Number Of Original Trustees -- N539.1 

oRevocable Trust -- Number Of Successor Trustee Groups -- N563.1 

oRevocable Trust -- Number Of Successor Trustees -- N561.1.S1 

oIrrevocable Trust -- Number Of Specific Bequests -- N643.1 

oIrrevocable Trust -- Number Of Original M T Trustees -- N653.1 

oIrrevocable Trust -- Number Of Successor Trustees Groups - M T -- N676.1 

oIrrevocable Trust -- Number Of First / Second Successor Trustees - M T -- N674.1.S1 

oIrrevocable Trust -- Number Of Original F T Trustees -- N684.1 

oIrrevocable Trust -- Number Of Successor Trustees Groups - F T -- N707.1 

oIrrevocable Trust -- Number Of First / Second Successor Trustees - F T -- N705.1.S1 

oIrrevocable Trust -- Number Of Beneficiaries Who Receive Family Trust -- N716.1 

oIrrevocable Trust -- Number Of Beneficiaries Who Receive Residual -- N747.1 

oIrrevocable Trust -- Number Of Original Trustees -- N757.1 

oIrrevocable Trust -- Number Of Successor Trustees Groups -- N781.1 

oIrrevocable Trust -- Number Of Successor Trustees -- N779.1.S1 

oFinancial Power -- Number Of Original Financial Agents -- N13.1 

oFinancial Power -- Number Of Successor Financial Agents Groups -- N51.1.S1 

oFinancial Power -- Number Of Successor Financial Agents -- N49.1 

oHealth Care Power -- Number Of Original Health Care Agents -- N58.1 

oHealth Care Power -- Number Of Successor Health Care Agents Groups -- N151.1.S1 

oHealth Care Power -- Number Of Successor Health Care Agents -- N149.1 

oNumber Of Diagram Paragraphs -- N510.1

 

oEP25 -- Gift Tax Return

 

oNumber Of Donees -- N6.1 

oNumber Of Gifts -- N52.1.S1 

oNumber Of Other Donees -- N231.1 

oNumber Of Prior Tax Returns -- N41.1

 

oLI03 -- Irrevocable Trust

 

oNumber of All Children -- N287.1 

oNumber Of Beneficiaries Who May Receive Distributions -- N262.1 

oNumber of Specific Bequests -- N311.1 

oNumber of Original MT 1 Trustees -- N178.1 

oNumber of Successor Trustees Groups - MT 1 -- N808.1 

oNumber of Number of Successor Trustees - MT 1 -- N806.1.S1 

oNumber of Original MT 2 Trustees -- N827.1 

oNumber of Successor Trustees Groups - MT 2 -- N850.1 

oNumber of Number of Successor Trustees - MT 2 -- N848.1.S1 

oNumber of Original MT 3 Trustees -- N78.1 

oNumber of Successor Trustees Groups - MT 3 -- N820.1 

oNumber of Number of Successor Trustees - MT 3 -- N811.1.S1 

oNumber Of Beneficiaries Who Receive Residual Bequest 1 -- N909.1 

oNumber of Original RT 1 Trustees -- N79.1 

oNumber of Successor Trustees Groups - RT 1 -- N2012.1 

oNumber of Number of Successor Trustees - MT 1 -- N210.1.S1 

oNumber Of Beneficiaries Who Receive RT 1 -- N118.1 

oNumber Of Beneficiaries Who Receive Residual Bequest 2 -- N48.1 

oNumber of Original RT 2 Trustees -- N323.1 

oNumber of Successor Trustees Groups - RT 2 -- N868.1 

oNumber of Number of Successor Trustees - RT 2 -- N866.1.S1 

oNumber Of Beneficiaries Who Receive RT 2 -- N153.1 

oNumber Of Beneficiaries Who Receive Residual Bequest 3 -- N73.1 

oNumber of Original RT 3 Trustees -- N875.1 

oNumber of Successor Trustees Groups - RT 3 -- N898.1 

oNumber of Number of Successor Trustees - RT 3 -- N896.1.S1 

oNumber Of Beneficiaries Who Receive RT 3 -- N234.1 

oNumber of Additional Powers -- N40.1 

oNumber of Original Trustees -- N282.1 

oNumber of Successor Trustees Groups -- N169.1 

oNumber of Successor Trustees -- N147.1.S1 

oNumber Of All Persons To Disinherit -- N297.1 

oNumber of Additional Articles -- N300.1 

oNumber Of Asset Owned By Trusts -- N506.1

 

oLT03 -- Miscellaneous Documents

 

oNumber Of Beneficiaries -- N5.1  

oNumber of Successor Trustees -- N52.1 

oNumber of Beneficiaries of Trust -- N43.1

 

oPR03 -- Estate Tax Projections

 

oNumber Of Real Estate Owned -- N249.1  

oNumber Of Stocks And Bonds Owned -- N257.1 

oNumber Of Mortgages, Notes And Cash Owned -- N266.1 

oNumber Of Insurance On Testator's Life Owned -- N275.1 

oNumber Of Insurance On Spouse's Life Owned -- N284.1 

oNumber Of Survivorship Insurance Owned -- N388.1 

oNumber Of Jointly Owned With Spouse -- N293.1 

oNumber Of Jointly Owned With Other -- N302.1 

oNumber Of Other Miscellaneous Property Owned -- N311.1 

oNumber Of Transfer During Life Owned -- N320.1 

oNumber Of Powers Of Appointment Owned -- N329.1 

oNumber Of Annuities Owned -- N338.1 

oNumber Of Assets Not Subject To Death Taxes -- N99.1 

oNumber Of Debts Owed -- N349.1 

oNumber Of Mortgages And Liens Owed -- N358.1 

oNumber Of Net Losses During Administration -- N367.1 

oNumber Of Expenses Of Administration -- N376.1 

oNumber Of Charitable Bequests -- N397.1 

oNumber Of Projections -- N85.1

 

oRE03 -- Revocable Trust

 

oNumber of All Children -- N287.1 

oNumber Of Original Beneficiaries Of Settlor's Homestead -- N264.1 

oNumber of Successor Homestead Beneficiary Groups -- N463.1 

oNumber Of First / Second Successor Beneficiaries Of Homestead -- N447.1.S1 

oNumber Of Original Beneficiaries Of Settlor's Personal Property -- N348.1 

oNumber Of Successor Personal Property Beneficiary Groups -- N525.1 

oNumber Of First / Second Successor Beneficiaries Of P P -- N524.1.S1 

oNumber of Specific Bequests -- N311.1 

oNumber of Original MT 1 Trustees -- N178.1 

oNumber Of Successor Trustees Groups - M T 1 -- N808.1 

oNumber Of Successor Trustees - M T 1 -- N806.1.S1 

oNumber of Original MT 2 Trustees -- N827.1 

oNumber Of Successor Trustees Groups - M T 2 -- N850.1 

oNumber Of Successor Trustees - M T 2 -- N848.1.S1 

oNumber of Original MT 3 Trustees -- N78.1 

oNumber Of Successor Trustees Groups - M T 3 -- N820.1 

oNumber Of Successor Trustees - M T 3 -- N811.1.S1 

oNumber Of Beneficiaries Who Receive Residual Bequest 1 -- N909.1 

oNumber of Original R T 1 Trustees -- N79.1 

oNumber Of Successor Trustees Groups - R T 1 -- N212.1 

oNumber Of Successor Trustees - R T 1 -- N210.1.S1 

oNumber Of Beneficiaries Who Receive Residual Trust 1 -- N118.1 

oNumber Of Beneficiaries Who Receive Residual Bequest 2 -- N48.1 

oNumber of Original R T 2 Trustees -- N323.1 

oNumber Of Successor Trustees Groups - R T 2 -- N868.1 

oNumber Of Successor Trustees - R T 2 -- N866.1.S1 

oNumber Of Beneficiaries Who Receive Residual Trust 2 -- N153.1 

oNumber Of Beneficiaries Who Receive Residual Bequest 3 -- N73.1 

oNumber of Original R T 3 Trustees -- N875.1 

oNumber Of Successor Trustees Groups - R T 3 -- N898.1 

oNumber Of Successor Trustees - R T 3 -- N896.1.S1 

oNumber Of Beneficiaries Who Receive Residual Trust 3 -- N234.1 

oNumber of Additional Powers -- N40.1 

oNumber Of Original Trustees -- N282.1 

oNumber of Successor Trustees Groups -- N169.1 

oNumber Of Successor Trustees -- N147.1.S1 

oNumber Of All Persons To Disinherit -- N297.1 

oNumber of Additional Articles -- N300.1 

oNumber Of Assets Owned By Trust -- N506.1 

oAmendment -- Number Of All Children -- N411.1 

oAmendment -- Number Of Original Trustees -- N390.1 

oAmendment -- Number Of Amendments -- N374.1

 

oSP03 -- Split Dollar Agreements

 

oNumber Of Owners -- N49.1 

oNumber Of Additional Paragraphs In Split Dollar Agreement -- N29.1 

oNumber Of Additional Paragraphs In Collateral Assignment -- N38.1

 

oWI03 -- Will

 

oNumber of All Children -- N341.1 

oNumber Of Original Beneficiaries Of Testator's Homestead -- N40.1 

oNumber of Successor Homestead Beneficiary Groups -- N190.1 

oNumber Of First / Second Successor Beneficiaries Of Homestead -- N189.1.S1 

oNumber Of Original Beneficiaries Of Testator's Personal Property -- N329.1 

oNumber Of Successor Personal Property Beneficiary Groups -- N382.1 

oNumber Of First / Second Successor Beneficiaries Of P P -- N381.1.S1 

oNumber of Specific Bequests -- N393.1 

oNumber of Original MT 1 Trustees -- N156.1 

oNumber Of Successor Trustees Groups - M T 1 -- N206.1 

oNumber Of Successor Trustees - M T 1 -- N204.1.S1 

oNumber of Original MT 2 Trustees -- N902.1 

oNumber Of Successor Trustees Groups - M T 2 -- N925.1 

oNumber Of Successor Trustees - M T 2 -- N923.1.S1 

oNumber of Original MT 3 Trustees -- N368.1 

oNumber Of Successor Trustees Groups - M T 3 -- N892.1 

oNumber Of Successor Trustees - M T 3 -- N890.1.S1 

oNumber Of Beneficiaries Who Receive Residual Bequest 1 -- N22.1 

oNumber of Original R T 1 Trustees -- N46.1 

oNumber Of Successor Trustees Groups - R T 1 -- N87.1 

oNumber Of Successor Trustees - R T 1 -- N80.1.S1 

oNumber Of Beneficiaries Who Receive Residual Trust 1 -- N106.1 

oNumber Of Beneficiaries Who Receive Residual Bequest 2 -- N230.1 

oNumber of Original R T 2 Trustees -- N282.1 

oNumber Of Successor Trustees Groups - R T 2 -- N305.1 

oNumber Of Successor Trustees - R T 2 -- N303.1.S1 

oNumber Of Beneficiaries Who Receive Residual Trust 2 -- N314.1 

oNumber Of Beneficiaries Who Receive Residual Bequest 3 -- N463.1 

oNumber of Original R T 3 Trustees -- N475.1 

oNumber Of Successor Trustees Groups - R T 3 -- N498.1 

oNumber Of Successor Trustees - R T 3 -- N496.1.S1 

oNumber Of Beneficiaries Who Receive Residual Trust 3 -- N507.1 

oNumber of Additional Powers -- N406.1 

oNumber Of Original Executor-- N102.1 

oNumber of Successor Executors Groups -- N245.1 

oNumber Of Successor Executors -- N243.1.S1 

oNumber Of Original Guardians-- N171.1 

oNumber of Successor Guardians Groups -- N561.1 

oNumber Of Successor Guardians -- N559.1.S1 

oNumber Of Original Conservators -- N572.1 

oNumber of Successor Conservators Groups -- N596.1 

oNumber Of Successor Conservators -- N594.1.S1 

oNumber Of Original Custodians -- N603.1 

oNumber of Successor Custodians Groups -- N627.1 

oNumber Of Successor Custodians -- N625.1.S1 

oNumber Of All Persons To Disinherit -- N861.1 

oNumber of Additional Articles -- N397.1 

oCodicil -- Number Of All Children -- N 

oCodicil -- Number Of Original Executors -- N 

oCodicil -- Number Of Codicils -- N376.1