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Document List
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Initial Contact Checklist for Scheduling New Appointment Initial Letter Questionnaires for Married and Single Clients Check Plan Dangers Letter for Slow Moving Contacts Engagement Letter
Basic Estate Planning Documents Will Individual Revocable Living Trust Joint Revocable Living Trust Contract to Make a Will Resignation of Trustee Amendment to Trust Trust Revocation Agreement
Powers of Attorney General Durable POA Real Estate POA Banking POA Securities POA Limited POA to Make Gifts POA for Minor or Disabled Child POA Appointing Educational Representative Health Care POA and Living Will HIPAA Authorization Form Revocation of POA Affidavit of Alternate Agent
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Advanced Trusts 2503(c) Trust Conduit Trust GRAT QPRT Life Insurance Trust Pet Trust
Other Planning Documents Family Limited Partnership LLC Vacation Home Prenuptial Agreement Domestic Partnership Agreement Statement of Priority of Visitation Rights Letter to Physician re: Capacity Gift tax Letter Gift Tax Form Designation of Beneficiary for IRA Account Escrow Agreement 2848 W-9 SS4 |
Additional Documents Cover Letter Questions and Answers Directions with Respect to Remains Letter of Last Instructions Docubank Letter Letter Regarding Update Appointment Tax Seminar Follow-up Disengagement Letter Survey
Decision Trees Special Circumstances Will Trust Conduit Trust CRAT CRUT Engagement Letter - Married Engagement Letter - Single GST GRAT Irrevocable Life Insurance Married MISC - Married MISC - Single QPRT Single Third Party SNT
Questionnaires Update Questionnaire - Married Update Questionnaire - Single Estate Planning Questionnaire - Married Estate Planning Questionnaire - Single Annual Maintenance Questionnaire |