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000 Title Page
001 Select An Activity
002 Wills
003 Trusts
004 Type of Revocable Trusts
005 Type of Joint Trusts
006 Complex Joint Trusts: Schedules
007 Type of Irrevocable Trusts
008 Drafting for Same-sex couple?
009 DPAs and Related Doc'ts
010 DPA Format
011 DPA Provisions Included
012 Revoke All Prior DPAs?
013 Include Explanation Page?
014 Authorization Forms for Minors
015 Ancillary Documents
016 Assignment Specified
017 Crummey Notices Specified
018 Delegation of Powers
019 Letters
020 Type of Word Processor
021 Type of Questionnaire
022 Worksheet Includes
023 Template Assistant
024 User Profile Includes
025 How To
026 Add Names/Info to Scratch Pad
027 Include Article Reviews?
028
029 Client Information
030 Client Married?
031 Client Identity/Gender
032 Same-sex: Gender of Couple
033 Same-sex: Refer to Spouse As
034 Refer to as Widow/Widower?
035 Deceased Spouse
036
037 Male or Spouse 1 Full Name
038 First
039 Middle
040 Last
041 Also Known As
042 Refer to As
043 U.S. Citizen
044 Male or Spouse 1 SSN
045 1st 3 Digits
046 2nd 2 Digits
047 Last 4 Digits
048
049 Female or Spouse 2 Full Name
050 First
051 Middle
052 Last
053 Also Known As
054 Refer to As
055 U.S. Citizen
056 Female or Spouse 2 SSN
057 1st 3 Digits
058 2nd 2 Digits
059 Last 4 Digits
060
061 Client Address
062 Street
063 City
064 State
065 County
066 Zip Code
067 Telephone
068
069 Children
070 Unmarried Client: Children?
071 Married Client: Children?
072 Treat Spouse Children as Own?
073 Current Marriage (Q REPEATS)
074 Child Info
075 Name
076 Date of Birth
077 Gender
078 Male or Spouse 1 Children (Q REPEATS)
079 Child Info
080 Name
081 Date of Birth
082 Gender
083 Children Are From Prior Marriage
084 Female or Spouse 2 Children (Q REPEATS
085 Child Info
086 Name
087 Date of Birth
088 Gender
089 Children Are From Prior Marriage
090 Disinheriting Children?
091 Disinherit Whom?
092 Disinherit Issue of Child?
093
094 Single Beneficiary Trust
095 Beneficiary
096 Name
097 Gender
098 Relationship
099 Refer to As
100
101 References
102 Refer to Grantor As
103 First/Third Person
104 Neutral H/W Pronouns
105 Refer to Trust Document As
106 Refer to Trustee(s) As
107 Refer to Cotrustee As
108 Refer to Will As
109 Refer to Personal Rep(s) As
110 Style of Names
111 Numbers
112 Internal Revenue Code
113 Articles
114
115 Family
116 Include Statement Citizenship?
117 Include Children Birthdates?
118 Children Include Afterborns?
119 Define Descendants
120 Limit Spouse Children to Named?
121 Edit Family Description?
122 Custom Family Description
123 Review: Family
124
125 Will
126 POW: Trust Status
127 POW: Trust Executed Same Date
128 Recipient if No Gift to Trust
129
130 Cremation of Bodily Remains
131 Organ Donation
132 Disposition of Ashes
133 PR Pays Costs
134 Gift of Homestead Real Property
135 Homestead Gift: Specify Other
136 Name
137 Gender
138
139 Trusts
140 Name of Trust
141 Grantor Trust Status
142 Second-to-Die Policies
143 Initial Trustees
144 Trustees (Q REPEATS)
145 Trustees
146 Name
147 Trustee Gender/Entity
148
149 Initial/Annuity Term
150 Term
151 Annuity Payments
152 GRAT: Payment Frequency
153 GRAT: Deferral of Annuity Payments
154 Annuity Calculation Method
155 Annuity Percentage
156 Annuity Formula
157 Annual % Increase in Annuity
158 GRAT: Add Custom Provision?
159 Custom Sections (Q REPEATS)
160 Custom Provision
161 Heading
162 Section/Subsection
163 Custom Text
164 Review: GRAT Admin During Term
165
166 Transfers to Trust
167 Initial Transfer to Trust
168 Payment Schedule Uses Dollars
169 Dollar Amount Transferred
170 Describe Transferred Assets
171 Joint Trust: Community Property
172 Crummey Powers
173 Review: Transfers to Trust
174
175 Reserved Rights
176 Amendment by Agent
177 Communication of Writing
178 Suspension: Private Decision
179 Specify Others (Q REPEATS)
180 Specify Others
181 Name
182 Type
183 Spouse Disabled
184 Suspension: Medical Opinion
185 Specified Doctors
186 Reserved Rights: Add Custom Provisio
187 Custom Sections (Q REPEATS)
188 Custom Provision
189 Heading
190 Section/Subsection
191 Custom Text
192 Review: Reserved Rights
193
194 Payments During Lifetime
195 Pay to Others on Incapacity
196 Best Interests Distributions
197 Gifts by Trustees
198 Gifts to Others (Q REPEATS)
199 Trustee Gifts to Others
200 Name
201 Gender
202 Allow Gifts to Spouses
203 Limit Gifts to Exclusion Amt?
204 Require Class Equality?
205 Pay Charitable Pledges?
206 Avoid Nursing Home
207 Payments Dur Life: Add Custom Provis
208 Custom Sections (Q REPEATS)
209 Custom Provision
210 Heading
211 Section/Subsection
212 Custom Text
213 Review: Payments During Lifetime
214
215 ILIT/IDIT Admin During Lifetime
216 Structure During Lifetime
217 Spouse is Income Beneficiary
218 Power to Terminate Trust
219 Power to Terminate: Other
220 Name
221 Gender
222 Appoint to Whom
223 Limit Spouse Appointees
224 Appoint to Existing Trust
225 ILIT/IDIT During Life: Add Custom Pr
226 Custom Sections (Q REPEATS)
227 Custom Provision
228 Heading
229 Section/SubSection
230 Custom Text
231 Review: Admin During Lifetime
232
233 QPRT Admin During Term
234 Mortgage Payments
235 Payment of Expenses
236 QPRT During Term: Add Custom Provisi
237 Custom Sections (Q REPEATS)
238 Custom Provision
239 Heading
240 Section/Subsection
241 Custom Text
242 Review: QPRT Admin During Term
243
244 ILIT/IDIT Admin After Death/Term
245 Balance of Estate
246 Inclusion Provision
247 Create Marital Trust?
248 ILIT/IDIT After Death: Add Custom Pr
249 Custom Sections (Q REPEATS)
250 Custom Provision
251 Heading
252 Section/Subsection
253 Custom Text
254 Review: ILIT/IDIT Admin After Death
255 GRAT/QPRT Admin After Death/Term
256 Grantor Power of Appointment
257 Receptacle Trust
258 Receptacle Trust Info
259 Name
260 Date
261 Other Distribution
262 Specify Distribution at End of Ter
263 Distribution on Death
264 Option to Lease
265 Option to Lease: Term
266 Lease: Include Spouse/Other?
267 Name of Alternate Lessee
268 GRAT After Death: Add Custom Provisi
269 Custom Sections (Q REPEATS)
270 Custom Provision
271 Heading
272 Section/Subsection
273 Custom Text
274 QPRT After Death: Add Custom Provisi
275 Custom Sections (Q REPEATS)
276 Custom Provision
277 Heading
278 Section/Subsection
279 Custom Text
280 Review: GRAT/QPRT End of Term
281
282 Specific Gifts
283 Tangible Personal Property
284 TPP (Q REPEATS)
285 Tangible Personal Property
286 Item
287 Recipient Name
288 Gender or Type
289 Require Recipient Survival?
290 Alternate Disposition
291 Which Document
292 TPP Only if Surviving Spouse?
293 TPP Joint Whose Death
294
295 Will: TPP Provisions
296 List of TPP?
297 Limit List for TPP
298 Amount
299 Conflict Between Lists
300 List: Limit Months After Death
301 Remaining TPP to Spouse
302 Remaining TPP
303 TPP Recipient Specified
304 Special Terms
305
306 Specific Gifts
307 Gifts of Cash (Q REPEATS)
308 Specific Gifts of Cash
309 Recipient Name
310 Amount
311 Gender or Type
312 Only if Surviving Spouse?
313 Joint Whose Death
314 Treat As Gift to Spouse?
315 Group Gift
316 Require Recipient Survival?
317 Specify Further Terms?
318 Further Terms
319
320 Gifts of Stock (Q REPEATS)
321 Description of Gift
322 Company Name
323 Number of Shares
324 Recipient Name
325 Gender or Type
326 More Than 2 Recipients?
327 Only if Surviving Spouse?
328 Joint Whose Death
329 Require Recipient Survival?
330
331 Real Property (Q REPEATS)
332 Description of Gift
333 Description
334 Type of Description
335 County
336 State
337 Recipient Name
338 Gender or Type
339 Require Recipient Survival?
340 Include Furnishings?
341 Only if Surviving Spouse?
342 Joint Whose Death
343
344 Other Gift (Q REPEATS)
345 Heading
346 Custom Text
347 Only if Surviving Spouse?
348
349 Exercise Power of Appointment
350 Exercise Power of Appointment
351 Power of Appointment (Q REPEATS)
352 Source of Power of Appointment
353 Beneficiary Information
354 Recipient
355 Gender
356 Require Survival?
357 Which Document
358
359 Distributions After Death
360 Marital Gift
361 Marital Gift Share
362 Tax Formula for Marital Gift
363 Specific Gift of IRD to Spouse?
364 Balance of Estate
365 Optimum or Pay Tax Formula
366 Pay Tax Formula Amount
367 Marital Gift Outright or Trust
368 No Spouse: Balance of Estate
369 Disclaimed Amounts to Family Trust
370 Outright Gift to Spouse?
371 Outright Gift Described
372 Minimum Marital Gift
373 Minimum Marital Gift Options
374 Amount Specified
375 Percentage Specified
376 QTIP: Include Clayton Clause?
377 Elective Share Trust
378 Payment of Income
379 Distribution of Principal
380 Distribution at Death
381 Specify Other
382 Balance: Specify Other
383 Name
384 Gender
385 Balance: Alternate Disposition
386 Others Specified
387
388 No Spouse or at SS death: Allocate GST
389
390 GST Exempt Trust
391 Existing GST Trust
392 Name
393 Date
394 Limit Amount of GST Exempt Trust?
395 Limit GST Exempt Trust Options
396 Amount Specified
397 Percentage Specified
398 Equalizing Gift?
399 Form of Equalizing Gift
400
401 Distrib Aft Death: Add Custom Provisio
402 Custom Sections (Q REPEATS)
403 Custom Provision
404 Heading
405 Section/Subsection
406 Custom Text
407 Review: Distributions After Death
408
409 Family Trust
410 Refer to Family Trust As
411 Trust Name Specified
412
413 During Spouse's Lifetime
414 Income to Spouse Required
415 Discretionary Distributions
416 Best Interests Distributions
417 Limit Distributions if Marital Trust
418 Distributions If Remarried
419 Five and Five Power
420 Five and Five Terms
421 Dollar Limit
422 Percentage Limit
423 15 Month Delay?
424 Long Form: Greater of $ or % Lim
425 Use of Residence by Spouse
426 Spouse Consent for Sale
427 Limit New Residence to Proceeds
428 Include Special Power of Appointment
429 Special Power of Appointment
430 Special PA Beneficiaries
431 Others (Q REPEATS)
432 Special PA Others
433 Name
434 Gender
435
436 Pot Trust
437 Age for Termination
438 Educational Pot Trust
439 Incl Children of Deceased Children
440 Best Interests Distributions
441 Use of Residence by Children
442 Limit New Residence to Proceeds
443 Amount of Pot Trust
444 Suspension of Interests
445 Limit Emergency Payments?
446 Determine Beneficiaries at Time?
447
448 Distribute or Divide Trust
449 Division
450 Same Terms for All
451 Alt Distribution to Spouse
452 Distribution
453 Distribution if No Descendants
454 Pourover to What Trust
455 Creator of Trust
456 Name of Trust
457 Same Date?
458 Date of Recipient Trust
459 Spouse Family Trust Under
460 As Amended?
461 Which Trustees Administer
462 Named Persons and Charities
463 Named Persons (Q REPEATS)
464 Named Persons
465 Name
466 Type
467 Amount
468 Charity: For General Purposes
469 Charity: Provision If Not Exempt
470 Named Persons: Form of Dist
471 Named Person: Refer to As
472 Named Persons: If Not Survive
473 Named Persons: Specify Other
474 Specify Other
475 Family Trust: Add Custom Provision?
476 Custom Sections (Q REPEATS)
477 Custom Provision
478 Heading
479 Section/Subsection
480 Custom Text
481 Review: Administration Family Trust
482
483 Marital Trust
484 Refer to Marital Trust As
485 Trust Name Specified
486
487 Administration
488 Payment of Income
489 Accrued Income at Death
490 Earned Income Not Withdrawn
491 Distribution of Principal
492 Best Interests Distributions
493 Distribution of Principal with Unitr
494 QTIP: Withdrawal of Principal
495 General Power of Appointment
496 QTIP: GPA to Creditors
497 Special Power of Appointment
498 Special PA Beneficiaries
499 Others (Q REPEATS)
500 Special PA Others
501 Name
502 Gender
503 Five and Five Power
504 Five and Five Terms
505 Dollar Limit
506 Percentage Limit
507 15 Month Delay?
508 Long Form: Greater of $ or % Lim
509 Disclaimed: Treat Differently
510 Specify Treatment
511 Marital Trust: Add Custom Provision?
512 Custom Sections (Q REPEATS)
513 Custom Provision
514 Heading
515 Section/Subsection
516 Custom Text
517 Review: Administration Marital Trust
518
519 Funding and Qualification
520 Valuation of Assets
521 Payment of Estate Taxes
522 Retirement Plans
523 QDOT: Security Provisions
524 Review: Fund/Qual Marital Trust
525
526 GRAT/QPRT: Terms
527 Inter Vivos GPA to Spouse
528 Review: Terms of Marital Trust
529
530 GST Exempt Trust
531 Spouse is Beneficiary?
532 Income to Spouse Required
533 Discretionary Distributions
534 Limit Distributions if Marital Trust
535 Distributions If Remarried
536
537 Pot Trust
538 Best Interests Distributions
539 Income Payments
540 Income Payments Age Spec'd
541 Payments to Family
542 Remaining Income
543 Additional Payments to Family
544 Principal Distributions
545 Discretionary Distribution Events
546 Equal Principal Distributions?
547 Equal Distributions Info
548 Initial Age
549 Years Between Distributions
550 Number of Distributions
551 Unequal Distributions (Q REPEATS)
552 Unequal Distributions Info
553 Age
554 Amount
555 Cumulative Total Amount
556 Require Minimum Interval?
557 Five and Five Power
558 Five and Five Terms
559 Dollar Limit
560 Percentage Limit
561 15 Month Delay?
562 Long Form: Greater of $ or % Limit
563 Special Power of Appointment
564 Special PA Beneficiaries
565 Others (Q REPEATS)
566 Special PA Others
567 Name
568 Gender
569 Further Distribution
570 Dynasty Trust
571 Terminate on Whose Death
572 Alternative Distribution to Spouse
573 Alternative Distribution
574 Charity Name
575 For General Purposes
576 Specify Alternative Distribution
577 GST Exempt Trust: Add Custom Provision
578 Custom Sections (Q REPEATS)
579 Custom Provision
580 Heading
581 Section/Subsection
582 Custom Text
583 Review: GST Exempt Trust
584
585 Treat Children Differently
586 Treat Children Differently?
587 Specify Different Treatment
588 Distributions to Children (Q REPEATS
589 Child Name
590 Child Gender
591 Child's Share
592 Outright or in Trust?
593 Different Trust Terms?
594
595 Trusts for Children
596 Best Interests Distributions
597 Income Payments
598 Income Payments Age Spec'd
599 Payments to Family
600 Remaining Income
601 Additional Payments to Family
602 Principal Distributions
603 Discretionary Distribution Events
604 Equal Principal Distributions?
605 Equal Distributions Info
606 Initial Age
607 Years Between Distributions
608 Number of Distributions
609 Unequal Distributions (Q REPEATS)
610 Unequal Distributions Info
611 Age
612 Amount
613 Cumulative Total Amount
614 Require Minimum Interval?
615 Five and Five Power
616 Five and Five Terms
617 Dollar Limit
618 Percentage Limit
619 15 Month Delay?
620 Long Form: Greater of $ or % Limit
621 General Power of Appointment
622 GPA: Trust for Minors
623 Special Power of Appointment
624 Special PA Beneficiaries
625 Others (Q REPEATS)
626 Special PA Others
627 Name
628 Gender
629 Further Distribution
630 Dynasty Trust
631 Terminate on Whose Death
632 Alternative Distribution to Spouse
633 Alternative Distribution
634 Charity Name
635 For General Purposes
636 Specify Alternative Distribution
637 Tr for Children: Add Custom Provision?
638 Custom Sections (Q REPEATS)
639 Custom Provision
640 Heading
641 Section/Subsection
642 Custom Text
643 Review: Trusts for Children
644
645 Trusts for Descendants
646 Same Terms as GST Exempt?
647 Best Interests Distributions
648 Income Payments
649 Income Payments Age Spec'd
650 Payments to Family
651 Remaining Income
652 Additional Payments to Family
653 Principal Distributions
654 Discretionary Distribution Events
655 Equal Principal Distributions?
656 Equal Distributions Info
657 Initial Age
658 Years Between Distributions
659 Number of Distributions
660 Unequal Distributions (Q REPEATS)
661 Unequal Distributions Info
662 Age
663 Amount
664 Cumulative Total Amount
665 Require Minimum Interval?
666 Five and Five Power
667 Five and Five Terms
668 Dollar Limit
669 Percentage Limit
670 15 Month Delay?
671 Long Form: Greater of $ or % Limit
672 General Power of Appointment
673 GPA: Grandchild's Trust
674 Special Power of Appointment
675 Special PA Beneficiaries
676 Others (Q REPEATS)
677 Special PA Others
678 Name
679 Gender
680 Further Distribution
681 Alternative Distribution to Spouse
682 Alternative Distribution
683 Charity Name
684 For General Purposes
685 Specify Alternative Distribution
686 Tr for Desc'ts: Add Custom Provision?
687 Custom Sections (Q REPEATS)
688 Custom Provision
689 Heading
690 Section/Subsection
691 Custom Text
692 Review: Trusts for Descendants
693
694 Special Trusts
695 Special Trusts
696 Trust Terms (Q REPEATS)
697 Beneficiary
698 Name
699 Gender
700 Refer to As
701 Type of Trust
702 Residuary Beneficiary
703 Ind Trustee Distributions
704 GPA to Creditors?
705 Trustees Terminate Trust
706 Special Trusts: Add Custom Provisi
707 Custom Provision
708 Section Heading
709 Custom Text
710 Review: Special Trusts
711
712
713 Grantor Trust Powers
714 Continue Grantor Trust Status
715 Spouse Grantor Trust Powers
716 Right to Add Beneficiaries
717 Add'l Benes Incl Spouses
718 Who Directs Loans to Grantor
719 Powerholder to Direct Loans
720 Name
721 Gender
722 Review: Grantor Trust Powers
723
724 Optional Provisions
725 Optional Provisions
726 Termination of Marriage
727
728 Standby Trust
729 Age for Standby Trust
730 Exclude Power of Appt Assets
731 Include Disability
732 Ind Trustee Distributions
733 Remaining Trust Assets
734 Other Specified
735 Review: Standby Trust
736
737 Restricted Behaviors
738 Resumption of Distributions
739 Include Incarceration?
740 Forfeit Undistributed Amounts?
741 Restricted Behaviors: Add Custom?
742 Custom Sections (Q REPEATS)
743 Custom Provision
744 Heading
745 Section/Subsection
746 Custom Text
747 Review: Restricted Behaviors
748
749 Post-Death Trustees
750 Required Trustees
751 Independent Trustee Name
752 Number of Family Trustees
753 Family Trustees (Q REPEATS)
754 Name
755 Prohibit Specific Trustee?
756 Prohibited Family Trustee
757 Minimum # of Trustees
758 Require Corp/Ind Trustee
759 Effective
760
761 Separate Trustees for Trusts
762 Other Trustees
763 Spouse as Trustee
764 Spouse Designated Trustee
765 Trustees (Q REPEATS)
766 Trustee Info
767 Name
768 Type
769 Minimum # Trustees w/ Spouse
770 Require Corp/Ind Trustee
771 Remaining Trustees Serve Alone
772 Name First Successor
773 First Successor Trustee
774 Name
775 Type
776 Second Successor Trustee
777
778 Trustees of Marital Trust
779 Spouse as Trustee
780 Spouse Designated Trustee
781 Trustees (Q REPEATS)
782 Trustee Info
783 Name
784 Type
785 Minimum # Trustees w/ Spouse
786 Require Corp/Ind Trustee
787 Remaining Trustees Serve Alone
788 Name First Successor
789 First Successor Trustee
790 Name
791 Type
792 Second Successor Trustee
793
794 Trustees of Family Trust
795 Spouse as Trustee
796 Spouse Designated Trustee
797 Trustees (Q REPEATS)
798 Trustee Info
799 Name
800 Type
801 Minimum # Trustees w/ Spouse
802 Require Corp/Ind Trustee
803 Remaining Trustees Serve Alone
804 Name First Successor
805 First Successor Trustee
806 Name
807 Type
808 Second Successor Trustee
809
810 Trustees Children's Trusts
811 Beneficiary as Trustee
812 Age for Beneficiary Trustee
813 Designated Trustee
814 Trustees (Q REPEATS)
815 Trustee Info
816 Name
817 Type
818 Minimum # Trustees w/ Beneficiary
819 Require Corp/Ind Trustee
820 Remaining Trustees Serve Alone
821 Name First Successor
822 First Successor Trustee
823 Name
824 Type
825 Second Successor Trustee
826
827 Trustees for Descendants
828 Beneficiary as Trustee
829 Age for Beneficiary Trustee
830 Designated Trustee
831 Trustees (Q REPEATS)
832 Trustee Info
833 Name
834 Type
835 Minimum # Trustees w/ Beneficiary
836 Require Corp/Ind Trustee
837 Remaining Trustees Serve Alone
838 Name First Successor
839 First Successor Trustee
840 Name
841 Type
842 Second Successor Trustee
843
844 Specify Other (Q REPEATS)
845 Name of Trust
846 Custom Provision
847 Review: Appointment of Trustees
848
849 Provisions Governing Trustees
850 Spouse Designates Cotrustee
851 Delegation of Authority
852
853 Same Trustee for Disability or Death
854 Disability Trustees (Q REPEATS)
855 Disability Trustees
856 Name
857 Type
858 Trustee Names Successor
859 Specify How Name Successor
860 Specify Succession
861
862 Advisors or Committee
863 Spouse Initial Advisor?
864 Advisors (Q REPEATS)
865 Name
866 Special Advisor?
867 Who Approves Advisors?
868 Advisor Powers
869 Include Remainder Benes
870 Advisor Compensation
871 Charge Fees to Income/Principal
872 Effective
873
874 Selecting Additional Trustees
875 List Successor Trustees (Q REPEATS)
876 Name of Successor Trustee
877 List Successor Trustee Type
878 Name of Corp/Ind Trustee
879 Type of Independent Trustee
880 If List/Corp Trustee Fails
881 List/Corp Fails Specify Other
882 IRT: Grantor Names Successor Trustee
883 Departing Trustee Names Successor
884 Power to Nominate Successors
885 Allow changes to list?
886 Power to Nominate Co-trustees?
887 Nomination by Spouse/Children
888 Nomination Advisors Unanimous
889 Specify Other (Q REPEATS)
890 Power to Nominate Other
891 Corporate or Independent
892
893 IRT: Grantor's Removal Power
894 Removal of Trustees
895 Who May Remove Trustees
896 Removal by Spouse/Children
897 Advisors Unanimous
898 Specify Other (Q REPEATS)
899 Power to Remove Other
900 Limitations on Removal Power
901 Require Corp/Ind Trustee
902 Subst Abuse # Yrs to Participate
903 Removal Power on Reaching Age
904 Removal Power?
905 Age?
906
907 Majority of Beneficiaries
908 Waive Court Supervision
909 Multiple Trustees Provision
910 Trustees: Add Custom Provision?
911 Custom Sections (Q REPEATS)
912 Custom Provision
913 Heading
914 Section/Subsection
915 Custom Text
916 Review: Provisions Governing Trustees
917
918 Personal Representatives
919 Spouse as Personal Representative
920 Personal Reps (Q REPEATS)
921 Personal Representative Info
922 Name
923 Type
924 Minimum # PRs w/ Spouse
925 Spouse: Require Corporate PR
926 Minimum # of PRs
927 Require Corporate PR
928 Remaining PRs Serve Alone
929 First Successor PR
930 Name
931 Type
932 Name Additional Successors
933 List Successor PRs (Q REPEATS)
934 Name of Successor PR
935 PR's: Add Custom Provision?
936 Custom Sections (Q REPEATS)
937 Custom Provision
938 Heading
939 Section/Subsection
940 Custom Text
941 Review: Appointment of Personal Reps
942 Will: Appointment of Guardians
943 Appointment of Guardians
944 Same Guardian Person/Property
945 Guardian
946 Name
947 Gender
948 Guardian of the Property
949 Name
950 Gender
951 Name Alternate Guardians
952 Alternate Guardian (Q REPEATS)
953 Alternate Guardian
954 Name
955 Gender
956 Alternate Guardian Property (Q REP
957 Alternate Guardian Property
958 Name
959 Gender
960 Designated Representative
961 Use Designated Representative
962 Specify Son
963 Specify Daughter
964 Specify Other
965 Restrict All Information
966 Appointment
967 Name
968 Gender
969 Right to Name Successors
970 Alternate Appointment of Successors
971 Child Excluded
972 Other Specified
973 Compensation
974 Designated Rep: Add Custom Provision?
975 Custom Sections (Q REPEATS)
976 Custom Provision
977 Heading
978 Section/Subsection
979 Custom Text
980 Review: Designated Representative
981
982 Will: Joint Accounts
983 Discuss Joint Accounts?
984 Name of Institution
985 Joint Tenants (Q REPEATS)
986 Joint Tenants
987 Name
988 Gender
989 Survivorship Statement
990
991 Include Abatement Provision?
992 Order of Priority
993
994 Withdrawal Powers
995 Use Which Form?
996 Give Spouse Demand Right
997 Demand Beneficiaries
998 Other Beneficiary (Q REPEATS)
999 Other Beneficiary Info
1000 Name
1001 Type
1002 Withdraw From Other Assets
1003 Tiered Withdrawal System
1004 Withdrawal Amount
1005 Require Notice in Writing
1006 Lapse of Power
1007 SPA to Whom
1008 SPA Specify Other
1009 Review: Withdrawal Powers
1010 Portability Election
1011 Make Portability Election
1012
1013 Survival Provisions
1014 Which Spouse Deemed Survivor?
1015 For What Purposes?
1016 Charge Expenses of Locating?
1017 Excess Expenses Specified
1018 Predeceased if Not Located?
1019 Review: Survival Provisions
1020
1021 GST Provisions
1022 GST Provisions
1023 Allocate GST to Direct Skips?
1024 Dividing Trusts
1025 Allocate to Spouse's Trust
1026 Review: GST Provisions
1027
1028 Expenses and Taxes
1029 Expenses and Taxes
1030 Only Taxes Attributable to Trust
1031 Payment of Estate Taxes
1032 Payment of Obligations
1033 Expenses Paid From
1034 Expenses: Preserve Deductions
1035 Prohibit Seeking Reimbursement
1036 Exercise PA to Pay Taxes
1037 Power of Appointment
1038 Apportionment to Specific Gifts
1039 Apportioned Gifts
1040 Multiple Gifts
1041 Multiple Beneficiaries
1042 Specific Gifts Described
1043 Taxes Paid From
1044 Taxes: Preserve Deductions
1045 Limit on Estate Taxes Paid
1046 Specify Excess Taxes
1047 Source of Payment Excess Tax
1048 Waive 2207A Recovery?
1049 Interest on Tax
1050 Payment of Death Benefits to Trustee
1051 Exp and Taxes: Add Custom Provision?
1052 Custom Sections (Q REPEATS)
1053 Custom Provision
1054 Heading
1055 Section/Subsection
1056 Custom Text
1057 Review: Expenses and Taxes
1058
1059 Fiduciary Powers
1060 Short Form Powers
1061 Fiduciary Powers Included
1062 Commodities, Options, Futures
1063 Dispose Property Notify Beneficiaries
1064 Digital Assets and Accounts
1065 Digital Fiduciary Information
1066 Appoint Digital Fiduciary?
1067 Digital Fiduciary Name
1068 Fiduciary As Advisor
1069 Distributions Under What Age
1070 Terminate Small Trusts
1071 Specified Value
1072 Allocation to Income and Principal
1073 Cover Agricultural Property
1074 Fiduciary Powers: Add Custom Provision
1075 Custom Sections (Q REPEATS)
1076 Custom Provision
1077 Heading
1078 Section/Subsection
1079 Custom Text
1080 Review: Fiduciary Powers
1081
1082 Administration and Construction
1083 Tax Reimbursement
1084 Offset Required Reimbursement
1085 Should Consider Other Resources
1086 Financial Information
1087 Ascertainable Standard
1088 Valuation of Pecuniary Gifts
1089 Pick and Choose Language
1090 Consultation w/ Guardian
1091 Spouses of Beneficiaries Provision
1092 Admin and Const: Add Custom Provision?
1093 Custom Sections (Q REPEATS)
1094 Custom Provision
1095 Heading
1096 Section/Subsection
1097 Custom Text
1098 Review: Admin and Construction
1099
1100 Special Business Provisions
1101 Special Business Provisions
1102 Subchapter S Stock
1103 ESBT Election
1104 Forfeit if No QSST Election
1105 Spouse Sole Beneficiary
1106 Child Sole Beneficiary
1107 Beneficiaries of QSST
1108 QSST Failure to Descendants
1109 Management Business Interests
1110 Name of Company
1111 Consent Required for Sale
1112 Retention of Stock
1113 Full Name
1114 Short Name
1115 Review: Special Business Provisions
1116
1117 Savings Clauses
1118 Perpetuities Period
1119 Judicial Modification
1120 Review: Savings Clauses
1121 Qualified Plan Proceeds
1122 Qualified Plan Proceeds
1123 Conduit Trust: Include Spouse?
1124 Qualified Plan: Add Custom Provision?
1125 Custom Sections (Q REPEATS)
1126 Custom Provision
1127 Heading
1128 Section/Subsection
1129 Custom Text
1130 Review: Qualified Plan Proceeds
1131 Applicable Law; Trust Situs
1132 Determining Trust Situs
1133 Limit Transfer to U.S.
1134 Waive Notice
1135 Notice to Qualified Beneficiaries
1136 Qualified Beneficiary Specified
1137 Review: Applicable Law; Trust Situs
1138
1139 Definitions and Miscellaneous
1140 Corporate Trustee Requirements
1141 Minimum Trust Assets
1142 Expand "Not Related/Subordinate"
1143 Require Experienced Ind Trustee
1144 Per Stirpes
1145 Define Limited SPA?
1146 Children Confirm Disability
1147 Lapsed Gifts Provision
1148 Notices
1149 Only to Affected Trustees
1150 Dispute Resolution
1151 Adoption: Cutoff Age
1152 Incl Adopted Away Grandchildren
1153 Assisted Reproduction
1154 # Months
1155 Include Acknowledgments
1156 Miscellaneous: Add Custom Provision?
1157 Custom Sections (Q REPEATS)
1158 Custom Provision
1159 Heading
1160 Section/Subsection
1161 Custom Text
1162 Review: Miscellaneous Provisions
1163
1164 Custom Provisions
1165 Will: Add Custom Provisions?
1166 Custom Provisions (Q REPEATS)
1167 Custom Provision
1168 Heading
1169 Article/Section/Subsection
1170 Custom Text
1171 Trust: Add Custom Provisions?
1172 Custom Provisions (Q REPEATS)
1173 Custom Provision
1174 Heading
1175 Article/Section/Subsection
1176 Custom Text
1177 Review: Custom Provisions
1178
1179 Execution Will/Trust
1180 Date of Trust
1181 Actual Date of Trust
1182 Trust: Place of Execution
1183 City
1184 County
1185 State
1186
1187 Date of Will
1188 Actual Date of Will
1189 Will: Place of Execution
1190 City
1191 County
1192 State
1193
1194 Client Directs Signature
1195 Name of Signor
1196 Client Directs Signature (Joint Trust)
1197 Name of Signor(s)
1198 For Husband or Spouse 1
1199 For Wife or Spouse 2
1200 Number of Witnesses
1201 Names of Witnesses
1202 First Witness
1203 Second Witness
1204 Third Witness
1205 All Personally Known
1206
1207 Options Will/Trust
1208 Cover Page
1209 Synopsis/TOC
1210 Will Footer
1211 Trust Footer
1212 Custom Footer (Q REPEATS)
1213 Line
1214 Custom Footer Location
1215 Location of Footers
1216
1217 Codicil
1218 Number Codicil
1219 Witnesses
1220 Changes to Will (Q REPEATS)
1221 Type of Change
1222 Reference for Change
1223 Text of Change
1224 GRAT Codicil
1225 GRAT Codicil: Date of GRAT
1226 GRAT Codicil: Remaining Annuity Paym
1227 GRAT Codicil: RIT Ref in Pourover
1228 GRAT Codicil: POA Reference in GRAT
1229 GRAT Codicil: Specify Trust Remainde
1230 Execution
1231 Date
1232 City
1233 County
1234 State
1235 Amendment to Trust
1236 Number Amendment
1237 Prior Amendments (Q REPEATS)
1238 Prior Amendment Date
1239 Article: Right of Amendment
1240 Changes to Trust (Q REPEATS)
1241 Type of Change
1242 Reference for Change
1243 Text of Change
1244 Original Trust Third Person
1245 List Assets on Schedule?
1246 Execution
1247 Date
1248 City
1249 County
1250 State
1251
1252 Health Care Surrogate
1253 Short Form
1254 Spouse is Surrogate
1255 Surrogate
1256 Name
1257 Gender
1258 Relationship
1259 Address Line 1
1260 Address Line 2
1261 Telephone
1262 Name Alternate Surrogate
1263 Alt Surrogate (Q REPEATS)
1264 Alternate Surrogate
1265 Name
1266 Gender
1267 Relationship
1268 Address Line 1
1269 Address Line 2
1270 Telephone
1271 Effective Immediately?
1272 Execution
1273 Date
1274 County
1275 State
1276
1277 Declaration Preneed Guardian
1278 Separate Guardians
1279 Name Alternates?
1280 Guardian of the Person Name
1281 Guardian Address
1282 Alternate Guardian (Q REPEATS)
1283 Alternate Guardian Info
1284 Alternate Guardian Name
1285 Alternate Guardian Address
1286 Guardian of the Property Name
1287 Guardian Property Address
1288 Alternate Guardian Property (Q REPEA
1289 Alternate Guardian Property Info
1290 Alternate Guardian Property Name
1291 Alternate Guardian Property Addr
1292 Date of Execution
1293
1294 Durable Power of Attorney
1295 Attorney-in-Fact
1296 Attorney-in-Fact (Q REPEATS)
1297 Attorney-in-Fact Info
1298 Name
1299 Type
1300 Relationship
1301 Multiple Attorneys-in-Fact
1302 AIF's: How To Act
1303 Expand Investment Powers
1304 Qualified Tuition Plan
1305 Beneficiary
1306 Specify Other
1307 Qualified Income Trust
1308 Gifts Made Equally Among Classes?
1309 Embellish Gifts Recipients
1310 Specify Other
1311 Power to Make Gifts
1312 Limit Gifts to Attorney-in-Fact
1313 Include Health Care Power for AIF
1314 HC Agent Identity
1315 HC Agent Identity: Other
1316 HCA Info
1317 Address
1318 Telephone
1319 Suspension of Rights?
1320 Persons to determine Agent's incapac
1321 Name(s)
1322 # of Persons designated
1323 Prohibit Use of Copies
1324 Is this a Military Power of Attorney?
1325 Military Information of Client
1326 Branch of Service
1327 Grade
1328 Contingent on Deployment?
1329 How Will Power Be Acknowledged?
1330 Location of Officer
1331 Specify Expiration Date?
1332 Specify Date
1333 Include Special Instructions?
1334 DPA-Signature Line Format
1335 DPA: Add Custom Provisions?
1336 Custom DPA: Real Property
1337 Custom DPA: Tangible Personal Proper
1338 Custom DPA: Investments
1339 Custom DPA: Financial Matters
1340 Custom DPA: Business and Contracts
1341 Custom DPA: Insurance, Annuities
1342 Custom DPA: Estates, Trusts and Othe
1343 Custom DPA: Claims and Litigation
1344 Custom DPA: Personal and Family Matt
1345 Custom DPA: Gov't Benefits
1346 Custom DPA: Military Provision
1347 Custom DPA: Taxes
1348 Custom DPA: Additional Provisions
1349 Execution
1350 Date
1351 County
1352 State
1353
1354 DPA Escrow Instructions
1355 Actual Date of DPA
1356 Originals
1357 Number of Originals
1358 Number Retained
1359 Date of Letter
1360 Affidavit by Attorney-in-Fact
1361 Name of Attorney-in-Fact
1362 Date of DPA
1363 Execution
1364 Date
1365 County
1366 State
1367 Affidavit by Physician
1368 Name of Physician
1369 Where Licensed?
1370 Execution
1371 Date
1372 County
1373 State
1374
1375 Revocation of DPA
1376 Attorney-in-Fact Identity
1377 Attorney-in-Fact Info
1378 City
1379 State
1380 Date of DPA Being Revoked
1381 Execution
1382 Date
1383 City
1384 County
1385 State
1386 Health Care Surrogate for Minor
1387 Minor(s)
1388 Type of Guardian
1389 Surrogate
1390 Name
1391 Gender
1392 Address
1393 Telephone
1394 Name Alternate Surrogate
1395 Alt Surrogate (Q REPEATS)
1396 Alternate Surrogate
1397 Name
1398 Gender
1399 Address
1400 Telephone
1401 Effective Immediately?
1402 Does the DHCS terminate?
1403 Specify Date
1404 Send Copy of DHCS
1405 Execution
1406 Date
1407 County
1408 State
1409
1410 Power of Attorney for Care of Children
1411 Short or Long Form?
1412 Appointee(s)
1413 Number of Appointees
1414 Minor(s)
1415 Powers Limited?
1416 Unanimity Waived?
1417 Does POA Terminate?
1418 Specify Date
1419 Execution
1420 Date
1421 County
1422 State
1423 Declaration Preneed Guardian for Minor
1424 Minor(s)
1425 Guardian
1426 Name
1427 Gender
1428 Address
1429 Name Alternate Guardian?
1430 Alt Guardian (Q REPEATS)
1431 Alternate Guardian
1432 Name
1433 Gender
1434 Address
1435 Place of Execution
1436 Date
1437 City
1438 County
1439 State
1440
1441 Living Will
1442 Short Form
1443 Optional Provisions
1444 Additional Instructions
1445 Spouse is Surrogate?
1446 Child is Surrogate?
1447 Child Surrogate Name
1448 Surrogate
1449 Name
1450 Type
1451 Relationship
1452 Name Alternate Surrogate?
1453 Alt Surrogate (Q REPEATS)
1454 Alternate Surrogate
1455 Name
1456 Gender
1457 Relationship
1458 Address Line 1
1459 Address Line 2
1460 Telephone
1461 Primary Physician
1462 Name
1463 Telephone Number
1464 Execution
1465 Date
1466 County
1467 State
1468 HIPAA Authorization
1469 Designate Agents
1470 Specify Agent
1471 Date and Place of Signing
1472 County
1473 Date
1474
1475 Assignment
1476 Custom Assignment
1477 Stock Transfer Info
1478 Recipient
1479 Company Name
1480 Number of Shares
1481 Certificate Number
1482 Transfer Agent
1483 Execution Date
1484
1485 Certificate of Trust
1486 Trust Name
1487 Name of Grantor(s)
1488 Grantor #1
1489 Grantor #2
1490 Current Trustee(s)
1491 Current Trustee(s) Address(es)
1492 How many Trustees?
1493 How Many Trustee Signatures Required
1494 Delegation of powers
1495 Trustee Signing Document
1496 Is Trust Revocable or Irrevocable?
1497 Who May Revoke
1498 Specify Other
1499 Schedule Successor Trustees
1500 Trust Date of Execution
1501 Amendments
1502 Actual Date of Amendment
1503 Execution
1504 Execution Date
1505 Execution County
1506 Homestead Language for Trust Certifica
1507 Custom Provision
1508 Add Custom Provision?
1509 Custom Text
1510
1511 Crummey Notices
1512 Beneficiaries (Q REPEATS)
1513 Beneficiary Info
1514 Name
1515 Gender
1516 Guardian
1517 Withdrawal Amount
1518 Date of Transfer
1519 Initial Contribution
1520 Cash Surrender Value
1521 New Policy Info
1522 Policy Issuer
1523 Policy Number
1524 Survivorship Policy?
1525 Article Number
1526 Premium Payable
1527 Payment Period
1528 Next Payment Date
1529 Signing Trustee
1530 Return To Whom?
1531 Trustee Address
1532 Date of Notice
1533 Include Trustee Signature?
1534
1535 Delegation of Trustee Powers
1536 Current Trustees Initial
1537 Current Trustees
1538 Other Trustee (Q REPEATS)
1539 Other Trustee Name
1540 Delegate Powers to Which Trustee?
1541 Delgate Powers to Whom?
1542 Name
1543 Gender
1544 Trust Section Number
1545 Signature Dates
1546 Delegators
1547 Delegatee
1548
1549 Resignation of Trustee
1550 Resigning Trustee
1551 Resigning Trustee Name
1552 Date of Original Appointment
1553 Date of Resignation
1554 Successor Appointed
1555 Name of Successor
1556 Successor Serves Alone?
1557 Date of Successor Acceptance
1558 Requested Resignation
1559 Appointed by Beneficiaries
1560 Beneficiary Names (Q REPEATS)
1561 Beneficiary
1562 Date of Appointment by Benes
1563 Article for Beneficiaries' Notice
1564
1565 Trust Transfer Deed
1566 Trustee Mailing Address
1567 Legal Description
1568 County of Property
1569 Execution
1570 Date of Execution
1571 County of Execution
1572 Enhanced Life Estate Deed
1573 Remainder Beneficiary (Q REPEATS)
1574 Info
1575 Name
1576 Mailing Address
1577 Homestead Property?
1578 How Hold Title?
1579 Legal Description
1580 County of Property
1581 Execution
1582 Date of Execution
1583 County of Execution
1584
1585 Attorney Information
1586 Name
1587 Law Firm
1588 Street
1589 Street (Line 2)
1590 City
1591 State
1592 Zip Code
1593 Telephone
1594 Email
1595
1596 Witness Information
1597 First Witness Info
1598 Address Line 1
1599 Address Line 2
1600 Telephone
1601 Second Witness Info
1602 Address Line 1
1603 Address Line 2
1604 Telephone
1605
1606 Letters
1607 Date
1608 Language: Singular/Plural
1609 Letterhead
1610 Addressee
1611 Salutation
1612 Closing
1613
1614 Custom Letter
1615 Body of Letter
1616 Enclosures
1617
1618 Funding Instructions Letter
1619 Enclosing Bill
1620 Keep TPP Out of Trust
1621
1622 Engagement Letter
1623 Documents Prepared
1624 Fixed Fee or Hourly?
1625 Fixed Fee for Will/Trust
1626 Fixed Fee for Other Doc'ts
1627 Fixed Fee Copy Charges
1628 Cost Per Page
1629 Total Cost
1630 Hourly Fees
1631 Bottom Range
1632 Top Range
1633 Initial Deposit
1634 Interest on Unpaid Bills
1635 Billing Time Interval
1636 Billing Time Interval Spec'd
1637 Minimum Daily Interval
1638
1639 Disengagement Letter
1640 Scope of Engagement
1641 Scope: Other Specified
1642 Current Status
1643
1644 Estate Planning Questionnaire
1645 Meeting Scheduled
1646 Date and Time of Meeting
1647
1648 Sending Documents Letter
1649 Documents Included
1650 Other (Q REPEATS)
1651 Other Document
1652 Estate Tax Planning
1653
1654
1655 Clause Bank
1656 CPI: Initial Index Event
1657 CPI: No Reduction
1658 Oral Trust: Name
1659 Oral Trust: Date
1660 Oral Trust: Name of Trustee(s)
1661 Oral Trust: Number of Trustees
1662 Pet Trust Info
1663 Pet Trust: Pet Names
1664 Pet Trust: More than 1 Pet?
1665 Pet Trust: Pet Gender
1666 Pet Trust: Type of Gift
1667 Pet Trust: Gift Amount
1668 Pet Trust: Initial Custodian
1669 Pet Trust: Successor Custodian
1670 Pet Trust: Prohibit Early Termination?
1671 Pet Trust: Distribution
1672 Pet Trust: Substitute Final Distributi
1673 Pet Trust: Specify
1674 EST Long Form: No FT and MT
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