ALL (75) Estate Planning Forms (75 Forms, 948 Pages)
Save $879 when you purchase ALL 75 Estate Planning Forms. Click "Learn More" for the complete list of forms included.
Save $879 when you purchase ALL 75 Estate Planning Forms. Click any form title below for a detailed description, sample pages, or to purchase the form individually.
Here are the 75 forms included with individual form pricing:
1) 2 Power Of Appointment Forms: Creation Of Power Of Appointment & Exercise Of Power Of Appointment (3 Pages) - $59
2) 10-Page Written Detailed Explanation (With 10 Useful Examples and Many Practical Planning Tips): The SECURE Act: A Retirement Plan Distribution Game-Changer - $19
3) Administrative Provisions (Directions to the Fiduciary) - 3 Clauses (1 Page) - $19
4) Agreement Between Resident And Nursing Home (10 Pages) - $29
5) Buy-Sell Stockholders' Agreement: Cross-Purchase (17 Pages) - $59
6) Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages) - $49
7) Charitable Lead Annuity Trust (CLAT) (41 Pages) - $99
8) Charitable Lead Unitrust (CLUT) (43 Pages) - $99
9) Charitable Remainder Annuity Trust (CRAT) (38 Pages) - $99
10) Charitable Remainder Unitrust (CRUT) (36 Pages) - $99
11) Disclaimer Of All Property Left Under Will and All Joint Property (2 Pages) - $19
12) Disclaimer Of Specific Property (2 Pages) - $19
13) Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Three (3) Incremental Distributions (At Ages 25, 30, and 35) (18 Pages) - $39
14) Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Two (2) Incremental Distributions (At Ages 25 and 30) (18 Pages) - $39
15) Durable Power of Attorney ("Springing") (7 Pages) - $39
16) Durable Power of Attorney (Non "Springing") (11 Pages) - $49
17) Dynasty Trust (34 Pages) - $99
18) Electing Small Business Trust (13 Pages) - $59
19) Fractional Share Disclaimer Of Optimal Credit Shelter Amount (3 Pages) - $19
20) FORM: The SECURE Act: Special Retirement Plan Disposition Clause For Separate Shares For Inclusion In A Will Or Trust: Separate Handling Of Retirement Plan Distributions In Separate Shares For Beneficiaries In Sub-Trusts Which May Be "Stretched-Out" - $69
21) GRAT (Grantor Retained Annuity Trust) (32 Pages) - $99
22) GRIT (Grantor Retained Income Trust) (8 Pages) - $69
23) GRUT (Grantor Retained Unitrust) (8 Pages) - $69
24) Healthcare Directive (4 Pages) - $19
25) Incentive Trust Provision (2 Pages) - $39
26) Intentionally Defective Grantor Trust Forms: Intentionally Defective Grantor Trust (7 Pages), Installment Sale To Trust (3 Pages), Promissory Note For Sale To Defective Grantor Trust (2 Pages) - $99
27) Inter Vivos QTIP Trust (10 Pages) - $49
28) Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (31 Pages) - $59
29) Irrevocable Lifetime Trust For A Beneficiary (15 Pages) - $49
30) Irrevocable Lifetime Trust With General And Specific Power Of Appointment (15 Pages) - $59
31) Irrevocable Survivorship Life Insurance Trust With Crummey Powers And Sample Crummey Letter (33 Pages) - $79
32) Irrevocable Trust For Child Or Grandchild Under IRC Sec. 2503(c) (24 Pages) - $59
33) Irrevocable Trust For Multiple Children Or Grandchildren With Crummey Powers (16 Pages) - $69
34) Issue #1: After The Tax Cuts And Jobs Act - Clauses To Address Gifting Hard To Value Asset Issues - 2 Clauses (2 Pages) - $39
35) Issue #2: After The Tax Cuts And Jobs Act - Clauses to Address the Proper Notices of Allocation to Use in Connection with Generation-Skipping Transfers - 5 Clauses (2 Pages) - $39
36) Issue #3: After The Tax Cuts And Jobs Act - The Marital Deduction Provisions - 5 Clauses (13 Pages) - $59
37) Issue #4: After The Tax Cuts And Jobs Act - The Credit Shelter Trust Provisions (aka By-Pass Trust; aka Unified Credit Trust, aka Exemption Equivalent Trust; aka Available Exclusion Trust) 5 Clauses - (12 Pages) - $59
38) Issue #5: After The Tax Cuts And Jobs Act - Portability Provisions - 4 Clauses (4 Pages) - $59
39) Issue #6: After The 2017 Tax Cuts And Jobs Act - Generation-Skipping Transfers - 1 Clause (9 Pages) - $59
40) Issue #7: After The Tax Cuts And Jobs Act - Allow a Trustee to Grant a General Power of Appointment to a Beneficiary to Enable Estate Inclusion and Date of Death Value for Basis Where Appropriate – Appointment to Creditors Only - 1 Clause (1 Page) - $39
41) Issue #8: After The Tax Cuts And Jobs Act - Sophisticated Planning to Achieve Both an Appreciation Freeze and a Basis Step-Up over Two Deaths (1 Page) - $39
42) Joint Living Trust (73 Pages) - $99
43) Marital Fractional Share Formula Clauses - 2 CLAUSES (1 Page) - $19
44) Medicaid Planning: 5-Year Income Only Trust (12 Pages) - $29
45) Medicaid Planning: Life Care Agreement (7 Pages) - $19
46) Medicaid Planning: Miller Trust (8 Pages) - $19
47) Moving Out Of High Tax States To Lower Tax States: 50 Steps To Change Your Domicile (7 Pages) - $12
48) Pecuniary Credit Shelter For Use In A Will (1 Page) - $19
49) Pecuniary Formula Clauses - 2 CLAUSES (1 Page) - $19
50) Pecuniary Marital Deduction Formula For Use in a Will (1 Page) - $19
51) Pick And Choose Fractional Share Marital Deduction Formula For Use In A Revocable Trust (1 Page) - $19
52) Portability Election for Estates and Trusts - 4 Alternative Clauses (3 Pages) - $49
53) Private Annuity Agreement (3 Pages) - $19
54) Promissory Note For Family Transactions Including Financed Net Gifts (2 Pages) - $29
55) Qualified Personal Residence Trust (QPRT) With Possible Conversion To A GRAT (Grantor Retained Annuity Trust) (16 Pages) - $69
56) Qualified Personal Residence Trust (QPRT) With Possible Return To Grantor (12 Pages) - $69
57) Qualified Subchapter S Trust (16 Pages) - $59
58) Refunding Bond and Release (3 Pages) - $19
59) Revocable Trust For Digital Assets And Program Awards (28 Pages) - $89
60) SCIN Transaction - Self-Canceling Installment Note (3 Pages) - $29
61) SCIN Transaction-Acquisition Agreement (5 Pages) - $29
62) See-Through Trust For IRAs and Retirement Plans (14 Pages) - $79
63) Simple Will With Direction To Sell Real Estate At Designated Age Of Beneficiary (12 Pages) - $49
64) Special Needs Trust Of A Third Person's Assets Created By That Person For A Disabled (Or Other) Person (7 Pages) - $59
65) Special Needs Trust Of Disabled Person's Assets Created By A Third Person Or Entity For The Disabled Person (15 Pages) - $79
66) Split Dollar Life Insurance Agreement (With Irrevocable Life Insurance Trust As Policy Owner) And Collateral Assignment Of The Policy To The Employer By The Trustee (11 Pages) - $49
67) Spousal Lifetime Access Trust (SLAT) (10 Pages) - $99
68) Supplemental (aka Special) Needs Trust By Third Party (7 Pages) - $59
69) Trust for the Care of Animals (Pet Trust) (4 Pages) - $59
70) Trust Protector Provisions (2 Pages) - $59
71) Two-Year Grantor Retained Annuity Trust (GRAT) (24 Pages) - $79
72) Waiver of Accounting and Release (1 Page) - $29
73) Will For Widow Treating Two Children And Heirs Differently (18 Pages) - $39
74) Will Outright To Spouse Then Held In Spendthrift Trust (17 Pages) - $49
75) Will With QDOT (Qualified Domestic Trust) (25 Pages) - $69