ALL (90) Estate Planning Forms Package (90 Forms, 1210 Pages)

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ALLEPForms
Special Price $2,999.00 Regular Price $5,054.00

Save $2,055 when you purchase ALL 90 Estate Planning Forms. Click "Learn More" for the complete list of forms included.

The Estate Planning Forms Package is a cost-effective opportunity for solos and small firm practitioners to establish or expand their digital legal forms library.

Reference these forms to save drafting time and compare how practice area experts draft their documents. Forms range in complexity from the Estate Administration Issues and Responsibilities Checklist to sophisticated tools such as the ING Trust, IDGT Forms, SLAT and SLANT. Each form is fully editable and yours for unlimited use upon purchase.

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Save $2,055 when you purchase ALL 90 Estate Planning Forms.  Click any form title below for a detailed description, sample pages, or to purchase the form individually.

The Estate Planning Forms Package is a cost-effective opportunity for solos and small firm practitioners to establish or expand their digital legal forms library.

Reference these forms to save drafting time and compare how practice area experts draft their documents. Forms range in complexity from the Estate Administration Issues and Responsibilities Checklist to sophisticated tools such as the ING Trust, IDGT Forms, SLAT and SLANT. Each form is fully editable and yours for unlimited use upon purchase. 

ALL (90) Estate Planning Forms Include The Following (individual form pricing is noted next to each title):
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) 2024 Estate and Tax Client Planning Letter (5 Pages) - $23
4) Administrative Provisions (Directions to the Fiduciary) - 3 Clauses (1 Page) - $19
5) Agreement Between Resident And Nursing Home (10 Pages) - $29
6) Buy-Sell Stockholders' Agreement: Cross-Purchase (17 Pages) - $59
7) Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages) - $59
8) By-Laws Of A Non-Profit Corporation (16 Pages) - $29
9) Charitable Lead Annuity Trust (CLAT) (41 Pages) - $99
10) Charitable Lead Unitrust (CLUT) (43 Pages) - $99
11) Charitable Remainder Annuity Trust (CRAT) (38 Pages) - $99
12) Charitable Remainder Unitrust (CRUT) (36 Pages) - $99
13) Disclaimer Of All Property Left Under Will and All Joint Property (2 Pages) - $19
14) Disclaimer Of Specific Property (2 Pages) - $19
15) 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
16) 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
17) Discretionary Accumulation Trust (14 Pages) - $79
18) Durable Power of Attorney ("Springing") (7 Pages) - $49
19) Durable Power of Attorney (Non "Springing") (11 Pages) - $49
20) Dynasty Trust (34 Pages) - $129
21) Electing Small Business Trust (13 Pages) - $59
22) Estate Administration Issues and Responsibilities Checklist (13 Pages) - $29
23) Fractional Share Disclaimer Of Optimal Credit Shelter Amount (3 Pages) - $19
24) 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
25) Generation-Skipping Transfer (GST) Tax: 22 Practical Clauses (34 Pages) - $199
26) GRAT (Grantor Retained Annuity Trust) (32 Pages) - $129
27) GRIT (Grantor Retained Income Trust) (8 Pages) - $69
28) GRUT (Grantor Retained Unitrust) (8 Pages) - $69
29) Healthcare Directive (4 Pages) - $29
30) Incentive Trust Provision (2 Pages) - $39
31) Incomplete Non-Grantor Trust (“ING Trust”) (30 Pages) - $129
32) 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) - $129
33) Inter Vivos QTIP Trust (10 Pages) - $49
34) Irrevocable GST Trust for Child (for life) then for Grandchildren with LPA Exercisable for Descendants (23 Pages) - $59
35) Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (40 Pages) - $79
36) Irrevocable Lifetime Trust For A Beneficiary (15 Pages) - $49
37) Irrevocable Lifetime Trust With Limited Power Of Appointment (15 Pages) - $59
38) Irrevocable Lifetime Trust With Limited Power Of Appointment And Crummey Power (15 Pages) - $59
39) Irrevocable Survivorship Life Insurance Trust With Crummey Powers And Sample Crummey Letter (33 Pages) - $79
40) Irrevocable Trust For Child Or Grandchild Under IRC Sec. 2503(c) (24 Pages) - $59
41) Irrevocable Trust For Multiple Children Or Grandchildren With Crummey Powers (16 Pages) - $69
42) Issue #1: After The Tax Cuts And Jobs Act - Clauses To Address Gifting Hard To Value Asset Issues - 2 Clauses (2 Pages) - $39
43) 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
44) Issue #3: After The Tax Cuts And Jobs Act - The Marital Deduction Provisions - 5 Clauses (13 Pages) - $59
45) 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
46) Issue #5: After The Tax Cuts And Jobs Act - Portability Provisions - 4 Clauses (4 Pages) - $59
47) Issue #6: After The 2017 Tax Cuts And Jobs Act - Generation-Skipping Transfers - 1 Clause (9 Pages) - $59
48) 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
49) 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
50) Joint Living Trust (73 Pages) - $99
51) Marital Fractional Share Formula Clauses - 2 CLAUSES (1 Page) - $19
52) Medicaid Planning: 5-Year Income Only Trust (12 Pages) - $29
53) Medicaid Planning: Life Care Agreement (7 Pages) - $19
54) Medicaid Planning: Miller Trust (8 Pages) - $19
55) Minor's Trust With Crummey Powers (15 Pages) - $49
56) Moving Out Of High Tax States To Lower Tax States: 50 Steps To Change Your Domicile (7 Pages) - $39
57) Non-Profit Corporate Certificate of Incorporation (5 Pages) - $19
58) Organizational Minutes of Trustees of Non-Profit Corporation (2 Pages) - $19
59) Pecuniary Credit Shelter For Use In A Will (1 Page) - $19
60) Pecuniary Formula Clauses - 2 CLAUSES (1 Page) - $19
61) Pecuniary Marital Deduction Formula For Use in a Will (1 Page) - $19
62) Pick And Choose Fractional Share Marital Deduction Formula For Use In A Revocable Trust (1 Page) - $19
63) Portability Election for Estates and Trusts - 4 Alternative Clauses (3 Pages) - $49
64) Private Annuity Agreement (3 Pages) - $19
65) Promissory Note For Family Transactions Including Financed Net Gifts (2 Pages) - $29
66) Retainer Agreement (3 Pages) - $49
67) Qualified Personal Residence Trust (QPRT) With Possible Conversion To A GRAT (Grantor Retained Annuity Trust) (16 Pages) - $69
68) Qualified Personal Residence Trust (QPRT) With Possible Return To Grantor (12 Pages) - $69
69) Qualified Subchapter S Trust (16 Pages) - $59
70) Refunding Bond and Release (3 Pages) - $19
71) Revocable Trust For Digital Assets And Program Awards (28 Pages) - $89
72) SCIN Transaction - Self-Canceling Installment Note (3 Pages) - $29
73) SCIN Transaction-Acquisition Agreement (5 Pages) - $29
74) SECURE Act 2.0 Twenty-Eight Key Changes (11 Pages) - $29
75) Simple Will With Direction To Sell Real Estate At Designated Age Of Beneficiary (12 Pages) - $49
76) Special Needs Trust Of A Third Person's Assets Created By That Person For A Disabled (Or Other) Person (7 Pages) - $59
77) Special Needs Trust Of Disabled Person’s Assets Created By The Disabled Person For The Disabled Person (15 Pages) - $79
78) Special Needs Trust Of Disabled Person's Assets Created By A Third Person Or Entity For The Disabled Person (15 Pages) - $79
79) 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) - $79
80) Spousal Lifetime Access Non-Grantor Trust (SLANT) (32 Pages) - $129
81) Spousal Lifetime Access Trust (SLAT) (30 Pages) - $129
82) Supplemental (aka Special) Needs Trust By Third Party (7 Pages) - $59
83) Trust for the Care of Animals (Pet Trust) (4 Pages) - $59
84) Trust Protector Provisions (2 Pages) - $49
85) Two-Year Grantor Retained Annuity Trust (GRAT) (24 Pages) - $79
86) Voting Trust Agreement (14 Pages) - $59
87) Waiver of Accounting and Release (1 Page) - $29
88) Will For Widow Treating Two Children And Heirs Differently (18 Pages) - $39
89) Will Outright To Spouse Then Held In Spendthrift Trust (17 Pages) - $49
90) Will With QDOT (Qualified Domestic Trust) (25 Pages) - $69

Select any title above for a detailed description or two purchase forms individually. Upon purchase, your Forms are immediately accessible in your NLFforms.com online account.

Please call 858-220-1253 if you need assistance or prefer to order by phone.