Wills

SAVE when you purchase ALL 12 WILLS (168 Pages).  Upon purchase, each form will be immediately available and stored in your master account on www.nlfforms.com for your unlimited use. 

Click "Learn More" for the full list of Will Forms.  Each of the Wills included are also available for individual purchase.

Consider how the power of appointment device can be used by contemporary estate planners to achieve important non-tax dispositive goals: flexibility, control, and creditor protection. As an example, Client wants to create a testamentary trust for Client’s Child for life, and then to Client’s Grandchildren. Client does not like the rigidity that would result if the remainder interest was simply left to Grandchildren. Rather, he wants Child to decide up until his death how the trust principal will be enjoyed by Client’s Grandchildren. 

Save $99 when you purchase ALL 4 Charitable Trust Forms including:  Charitable Lead Annuity Trust (CLAT) (41 Pages), Charitable Lead Unitrust (CLUT) (43 Pages), Charitable Remainder Annuity Trust (CRAT) (38 Pages), and Charitable Remainder Unitrust (CRUT) (36 Pages).  Click "learn more" for a detailed description of each form.

Click "Learn More" above for more information about our 4 Disclaimer forms.  Alternatively, each Disclaimer form may be purchased individually. 

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This Form is a pour-over Will for use in California in conjunction with a Revocable Trust. The Will provides that any assets in the decedent’s personal name at the time of death are to be paid over to the Revocable Trust and administered in accordance with the terms of that trust.

This is a Form of Charitable Lead Annuity Trust designed to meet the requirements of the Internal Revenue Code, the Regulations, and the Rulings issued thereunder. It has been drafted to accommodate either an inter vivos trust or a testamentary trust, as will be seen from the alternative paragraphs provided. It provides for a selected annuity benefit payable to the charitable beneficiary for a chosen period of years. Upon the termination of the trust, the Form provides for an outright distribution to the descendants of the Grantor. This could be modified to provide for a distribution instead to a trust for descendants, to a generation-skipping trust, etc.

This is a Form of Charitable Lead Unitrust Trust designed to meet the requirements of the Internal Revenue Code, the Regulations, and the Rulings issued thereunder. It has been drafted to accommodate either an inter vivos trust or a testamentary trust, as will be seen from the alternative paragraphs provided. It provides for a selected unitrust benefit payable to the charitable beneficiary for a chosen period of years. Upon the termination of the trust, the Form provides for an outright distribution to the descendants of the Grantor. This could be modified to provide for a distribution instead to a trust for spouse and/or descendants, to a generation-skipping trust, etc.

This is a Form of Charitable Remainder Annuity Trust designed to meet the requirements of the Internal Revenue Code, the Regulations, and the Rulings issued thereunder. It has been drafted to accommodate either an inter vivos trust or a testamentary trust, as will be seen from the alternative paragraphs provided.

This is a Form of Charitable Remainder Unitrust designed to meet the requirements of the Internal Revenue Code, the Regulations, and the Rulings issued thereunder. It has been drafted to accommodate either an inter vivos trust or a testamentary trust, as will be seen from the alternative paragraphs provided. It provides for a selected unitrust period benefit payable to the non-charitable beneficiary for life, rather than for a specific number of years, but could be easily modified, if desired, to provide for a benefit for a non-charitable beneficiary for a specific term of years (not to exceed twenty, by law).