All Forms - Listed Alphabetically:
Most Popular In May
1) Discretionary Accumulation Trust (14 Pages) - $792) Dynasty Trust (34 Pages) - $129
3) Intentionally Defective Grantor Trust Forms - $129
4) 5 Medicaid Planning Trusts (46 Pages) - $159
5) Electing Small Business Trust (13 Pages) - $59
6) 10-Page Written Detailed Explanation (With 10 Useful Examples and Many Practical Planning Tips): The SECURE Act - $19
7) 2025 Estate and Tax Client Planning Letter (5 Pages) - $26
8) Charitable Lead Annuity Trust (CLAT) (41 Pages) - $99
9) Charitable Remainder Unitrust (CRUT) (36 Pages) - $99
10) Concerns About Beneficiaries Behavior Will Clause (2 Pages) - $29
11) GRAT (Grantor Retained Annuity Trust) (32 Pages) - $129
12) Incomplete Non-Grantor Trust (“ING Trust”) - $129
13) Inter Vivos QTIP Trust (10 Pages) - $49
14) Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (40 Pages) - $79
15) Joint Living Trust (73 Pages) - $129
16) Minor's Trust With Crummey Powers (15 Pages) - $49
17) Phantom Stock Plan (8 Pages) - $49
18) Planning With Dynasty Trusts (41-Page Book) - $59
19) Portability Election for Estates and Trusts - 4 Alternative Clauses (3 Pages) - $49
20) Promissory Note For Family Transactions Including Financed Net Gifts (2 Pages) - $29