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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 Trustee Approves Treatment?
739 Resumption of Distributions
740 Include Incarceration?
741 Forfeit Undistributed Amounts?
742 Restricted Behaviors: Add Custom?
743 Custom Sections (Q REPEATS)
744 Custom Provision
745 Heading
746 Section/Subsection
747 Custom Text
748 Review: Restricted Behaviors
749
750 Post-Death Trustees
751 Required Trustees
752 Independent Trustee Name
753 Number of Family Trustees
754 Family Trustees (Q REPEATS)
755 Name
756 Prohibit Specific Trustee?
757 Prohibited Family Trustee
758 Minimum # of Trustees
759 Require Corp/Ind Trustee
760 Effective
761
762 Separate Trustees for Trusts
763 Other Trustees
764 Spouse as Trustee
765 Spouse Designated Trustee
766 Trustees (Q REPEATS)
767 Trustee Info
768 Name
769 Type
770 Minimum # Trustees w/ Spouse
771 Require Corp/Ind Trustee
772 Remaining Trustees Serve Alone
773 Name First Successor
774 First Successor Trustee
775 Name
776 Type
777 Second Successor Trustee
778
779 Trustees of Marital Trust
780 Spouse as Trustee
781 Spouse Designated Trustee
782 Trustees (Q REPEATS)
783 Trustee Info
784 Name
785 Type
786 Minimum # Trustees w/ Spouse
787 Require Corp/Ind Trustee
788 Remaining Trustees Serve Alone
789 Name First Successor
790 First Successor Trustee
791 Name
792 Type
793 Second Successor Trustee
794
795 Trustees of Family Trust
796 Spouse as Trustee
797 Spouse Designated Trustee
798 Trustees (Q REPEATS)
799 Trustee Info
800 Name
801 Type
802 Minimum # Trustees w/ Spouse
803 Require Corp/Ind Trustee
804 Remaining Trustees Serve Alone
805 Name First Successor
806 First Successor Trustee
807 Name
808 Type
809 Second Successor Trustee
810
811 Trustees Children's Trusts
812 Beneficiary as Trustee
813 Age for Beneficiary Trustee
814 Designated Trustee
815 Trustees (Q REPEATS)
816 Trustee Info
817 Name
818 Type
819 Minimum # Trustees w/ Beneficiary
820 Require Corp/Ind Trustee
821 Remaining Trustees Serve Alone
822 Name First Successor
823 First Successor Trustee
824 Name
825 Type
826 Second Successor Trustee
827
828 Trustees for Descendants
829 Beneficiary as Trustee
830 Age for Beneficiary Trustee
831 Designated Trustee
832 Trustees (Q REPEATS)
833 Trustee Info
834 Name
835 Type
836 Minimum # Trustees w/ Beneficiary
837 Require Corp/Ind Trustee
838 Remaining Trustees Serve Alone
839 Name First Successor
840 First Successor Trustee
841 Name
842 Type
843 Second Successor Trustee
844
845 Specify Other (Q REPEATS)
846 Name of Trust
847 Custom Provision
848 Review: Appointment of Trustees
849
850 Provisions Governing Trustees
851 Spouse Designates Cotrustee
852 Delegation of Authority
853
854 Same Trustee for Disability or Death
855 Disability Trustees (Q REPEATS)
856 Disability Trustees
857 Name
858 Type
859 Trustee Names Successor
860 Specify How Name Successor
861 Specify Succession
862
863 Advisors or Committee
864 Spouse Initial Advisor?
865 Advisors (Q REPEATS)
866 Name
867 Special Advisor?
868 Who Approves Advisors?
869 Advisor Powers
870 Include Remainder Benes
871 Advisor Compensation
872 Charge Fees to Income/Principal
873 Effective
874
875 Selecting Additional Trustees
876 List Successor Trustees (Q REPEATS)
877 Name of Successor Trustee
878 List Successor Trustee Type
879 Name of Corp/Ind Trustee
880 Type of Independent Trustee
881 If List/Corp Trustee Fails
882 List/Corp Fails Specify Other
883 IRT: Grantor Names Successor Trustee
884 Departing Trustee Names Successor
885 Power to Nominate Successors
886 Allow changes to list?
887 Power to Nominate Co-trustees?
888 Nomination by Spouse/Children
889 Nomination Advisors Unanimous
890 Specify Other (Q REPEATS)
891 Power to Nominate Other
892 Corporate or Independent
893
894 IRT: Grantor's Removal Power
895 Removal of Trustees
896 Who May Remove Trustees
897 Removal by Spouse/Children
898 Advisors Unanimous
899 Specify Other (Q REPEATS)
900 Power to Remove Other
901 Limitations on Removal Power
902 Require Corp/Ind Trustee
903 Subst Abuse # Yrs to Participate
904 Removal Power on Reaching Age
905 Removal Power?
906 Age?
907
908 Majority of Beneficiaries
909 Waive Court Supervision
910 Multiple Trustees Provision
911 Trustees: Add Custom Provision?
912 Custom Sections (Q REPEATS)
913 Custom Provision
914 Heading
915 Section/Subsection
916 Custom Text
917 Review: Provisions Governing Trustees
918
919 Personal Representatives
920 Spouse as Personal Representative
921 Personal Reps (Q REPEATS)
922 Personal Representative Info
923 Name
924 Type
925 Minimum # PRs w/ Spouse
926 Spouse: Require Corporate PR
927 Minimum # of PRs
928 Require Corporate PR
929 Remaining PRs Serve Alone
930 First Successor PR
931 Name
932 Type
933 Name Additional Successors
934 List Successor PRs (Q REPEATS)
935 Name of Successor PR
936 PR's: Add Custom Provision?
937 Custom Sections (Q REPEATS)
938 Custom Provision
939 Heading
940 Section/Subsection
941 Custom Text
942 Review: Appointment of Personal Reps
943 Will: Appointment of Guardians
944 Appointment of Guardians
945 Same Guardian Person/Property
946 Guardian
947 Name
948 Gender
949 Guardian of the Property
950 Name
951 Gender
952 Name Alternate Guardians
953 Alternate Guardian (Q REPEATS)
954 Alternate Guardian
955 Name
956 Gender
957 Alternate Guardian Property (Q REP
958 Alternate Guardian Property
959 Name
960 Gender
961 Designated Representative
962 Use Designated Representative
963 Specify Son
964 Specify Daughter
965 Specify Other
966 Restrict All Information
967 Appointment
968 Name
969 Gender
970 Right to Name Successors
971 Alternate Appointment of Successors
972 Child Excluded
973 Other Specified
974 Compensation
975 Designated Rep: Add Custom Provision?
976 Custom Sections (Q REPEATS)
977 Custom Provision
978 Heading
979 Section/Subsection
980 Custom Text
981 Review: Designated Representative
982
983 Will: Joint Accounts
984 Discuss Joint Accounts?
985 Name of Institution
986 Joint Tenants (Q REPEATS)
987 Joint Tenants
988 Name
989 Gender
990 Survivorship Statement
991
992 Include Abatement Provision?
993 Order of Priority
994
995 Withdrawal Powers
996 Use Which Form?
997 Give Spouse Demand Right
998 Demand Beneficiaries
999 Other Beneficiary (Q REPEATS)
1000 Other Beneficiary Info
1001 Name
1002 Type
1003 Withdraw From Other Assets
1004 Tiered Withdrawal System
1005 Withdrawal Amount
1006 Require Notice in Writing
1007 Lapse of Power
1008 SPA to Whom
1009 SPA Specify Other
1010 Review: Withdrawal Powers
1011 Portability Election
1012 Make Portability Election
1013
1014 Survival Provisions
1015 Which Spouse Deemed Survivor?
1016 For What Purposes?
1017 Charge Expenses of Locating?
1018 Excess Expenses Specified
1019 Predeceased if Not Located?
1020 Review: Survival Provisions
1021
1022 GST Provisions
1023 GST Provisions
1024 Allocate GST to Direct Skips?
1025 Dividing Trusts
1026 Allocate to Spouse's Trust
1027 Review: GST Provisions
1028
1029 Expenses and Taxes
1030 Expenses and Taxes
1031 Only Taxes Attributable to Trust
1032 Payment of Estate Taxes
1033 Payment of Obligations
1034 Expenses Paid From
1035 Expenses: Preserve Deductions
1036 Prohibit Seeking Reimbursement
1037 Exercise PA to Pay Taxes
1038 Power of Appointment
1039 Apportionment to Specific Gifts
1040 Apportioned Gifts
1041 Multiple Gifts
1042 Multiple Beneficiaries
1043 Specific Gifts Described
1044 Taxes Paid From
1045 Taxes: Preserve Deductions
1046 Limit on Estate Taxes Paid
1047 Specify Excess Taxes
1048 Source of Payment Excess Tax
1049 Waive 2207A Recovery?
1050 Interest on Tax
1051 Payment of Death Benefits to Trustee
1052 Exp and Taxes: Add Custom Provision?
1053 Custom Sections (Q REPEATS)
1054 Custom Provision
1055 Heading
1056 Section/Subsection
1057 Custom Text
1058 Review: Expenses and Taxes
1059
1060 Fiduciary Powers
1061 Short Form Powers
1062 Fiduciary Powers Included
1063 Commodities, Options, Futures
1064 Dispose Property Notify Beneficiaries
1065 Digital Assets and Accounts
1066 Digital Fiduciary Information
1067 Appoint Digital Fiduciary?
1068 Digital Fiduciary Name
1069 Fiduciary As Advisor
1070 Distributions Under What Age
1071 Terminate Small Trusts
1072 Specified Value
1073 Allocation to Income and Principal
1074 Cover Agricultural Property
1075 Fiduciary Powers: Add Custom Provision
1076 Custom Sections (Q REPEATS)
1077 Custom Provision
1078 Heading
1079 Section/Subsection
1080 Custom Text
1081 Review: Fiduciary Powers
1082
1083 Administration and Construction
1084 Tax Reimbursement
1085 Offset Required Reimbursement
1086 Should Consider Other Resources
1087 Financial Information
1088 Ascertainable Standard
1089 Valuation of Pecuniary Gifts
1090 Pick and Choose Language
1091 Consultation w/ Guardian
1092 Spouses of Beneficiaries Provision
1093 Admin and Const: Add Custom Provision?
1094 Custom Sections (Q REPEATS)
1095 Custom Provision
1096 Heading
1097 Section/Subsection
1098 Custom Text
1099 Review: Admin and Construction
1100
1101 Special Business Provisions
1102 Special Business Provisions
1103 Subchapter S Stock
1104 ESBT Election
1105 Forfeit if No QSST Election
1106 Spouse Sole Beneficiary
1107 Child Sole Beneficiary
1108 Beneficiaries of QSST
1109 QSST Failure to Descendants
1110 Management Business Interests
1111 Name of Company
1112 Consent Required for Sale
1113 Retention of Stock
1114 Full Name
1115 Short Name
1116 Review: Special Business Provisions
1117
1118 Savings Clauses
1119 Perpetuities Period
1120 Judicial Modification
1121 Review: Savings Clauses
1122 Qualified Plan Proceeds
1123 Qualified Plan Proceeds
1124 Conduit Trust: Include Spouse?
1125 Qualified Plan: Add Custom Provision?
1126 Custom Sections (Q REPEATS)
1127 Custom Provision
1128 Heading
1129 Section/Subsection
1130 Custom Text
1131 Review: Qualified Plan Proceeds
1132 Applicable Law; Trust Situs
1133 Determining Trust Situs
1134 Limit Transfer to U.S.
1135 Waive Notice
1136 Notice to Qualified Beneficiaries
1137 Qualified Beneficiary Specified
1138 Review: Applicable Law; Trust Situs
1139
1140 Definitions and Miscellaneous
1141 Corporate Trustee Requirements
1142 Minimum Trust Assets
1143 Expand "Not Related/Subordinate"
1144 Require Experienced Ind Trustee
1145 Per Stirpes
1146 Define Limited SPA?
1147 Children Confirm Disability
1148 Lapsed Gifts Provision
1149 Notices
1150 Only to Affected Trustees
1151 Dispute Resolution
1152 Adoption: Cutoff Age
1153 Incl Adopted Away Grandchildren
1154 Assisted Reproduction
1155 # Months
1156 Include Acknowledgments
1157 Miscellaneous: Add Custom Provision?
1158 Custom Sections (Q REPEATS)
1159 Custom Provision
1160 Heading
1161 Section/Subsection
1162 Custom Text
1163 Review: Miscellaneous Provisions
1164
1165 Custom Provisions
1166 Will: Add Custom Provisions?
1167 Custom Provisions (Q REPEATS)
1168 Custom Provision
1169 Heading
1170 Article/Section/Subsection
1171 Custom Text
1172 Trust: Add Custom Provisions?
1173 Custom Provisions (Q REPEATS)
1174 Custom Provision
1175 Heading
1176 Article/Section/Subsection
1177 Custom Text
1178 Review: Custom Provisions
1179
1180 Execution Will/Trust
1181 Date of Trust
1182 Actual Date of Trust
1183 Trust: Place of Execution
1184 City
1185 County
1186 State
1187
1188 Date of Will
1189 Actual Date of Will
1190 Will: Place of Execution
1191 City
1192 County
1193 State
1194
1195 Client Directs Signature
1196 Name of Signor
1197 Client Directs Signature (Joint Trust)
1198 Name of Signor(s)
1199 For Husband or Spouse 1
1200 For Wife or Spouse 2
1201 Number of Witnesses
1202 Names of Witnesses
1203 First Witness
1204 Second Witness
1205 Third Witness
1206 All Personally Known
1207
1208 Options Will/Trust
1209 Cover Page
1210 Synopsis/TOC
1211 Will Footer
1212 Trust Footer
1213 Custom Footer (Q REPEATS)
1214 Line
1215 Custom Footer Location
1216 Location of Footers
1217
1218 Codicil
1219 Number Codicil
1220 Witnesses
1221 Changes to Will (Q REPEATS)
1222 Type of Change
1223 Reference for Change
1224 Text of Change
1225 GRAT Codicil
1226 GRAT Codicil: Date of GRAT
1227 GRAT Codicil: Remaining Annuity Paym
1228 GRAT Codicil: RIT Ref in Pourover
1229 GRAT Codicil: POA Reference in GRAT
1230 GRAT Codicil: Specify Trust Remainde
1231 Execution
1232 Date
1233 City
1234 County
1235 State
1236 Amendment to Trust
1237 Number Amendment
1238 Prior Amendments (Q REPEATS)
1239 Prior Amendment Date
1240 Article: Right of Amendment
1241 Changes to Trust (Q REPEATS)
1242 Type of Change
1243 Reference for Change
1244 Text of Change
1245 Original Trust Third Person
1246 List Assets on Schedule?
1247 Execution
1248 Date
1249 City
1250 County
1251 State
1252
1253 Health Care Surrogate
1254 Short Form
1255 Spouse is Surrogate
1256 Surrogate
1257 Name
1258 Gender
1259 Relationship
1260 Address Line 1
1261 Address Line 2
1262 Telephone
1263 Name Alternate Surrogate
1264 Alt Surrogate (Q REPEATS)
1265 Alternate Surrogate
1266 Name
1267 Gender
1268 Relationship
1269 Address Line 1
1270 Address Line 2
1271 Telephone
1272 Effective Immediately?
1273 Execution
1274 Date
1275 County
1276 State
1277
1278 Declaration Preneed Guardian
1279 Separate Guardians
1280 Name Alternates?
1281 Guardian of the Person Name
1282 Guardian Address
1283 Alternate Guardian (Q REPEATS)
1284 Alternate Guardian Info
1285 Alternate Guardian Name
1286 Alternate Guardian Address
1287 Guardian of the Property Name
1288 Guardian Property Address
1289 Alternate Guardian Property (Q REPEA
1290 Alternate Guardian Property Info
1291 Alternate Guardian Property Name
1292 Alternate Guardian Property Addr
1293 Date of Execution
1294
1295 Durable Power of Attorney
1296 Attorney-in-Fact
1297 Attorney-in-Fact (Q REPEATS)
1298 Attorney-in-Fact Info
1299 Name
1300 Type
1301 Relationship
1302 Multiple Attorneys-in-Fact
1303 AIF's: How To Act
1304 Expand Investment Powers
1305 Qualified Tuition Plan
1306 Beneficiary
1307 Specify Other
1308 Qualified Income Trust
1309 Gifts Made Equally Among Classes?
1310 Embellish Gifts Recipients
1311 Specify Other
1312 Power to Make Gifts
1313 Limit Gifts to Attorney-in-Fact
1314 Include Health Care Power for AIF
1315 HC Agent Identity
1316 HC Agent Identity: Other
1317 HCA Info
1318 Address
1319 Telephone
1320 Suspension of Rights?
1321 Persons to determine Agent's incapac
1322 Name(s)
1323 # of Persons designated
1324 Prohibit Use of Copies
1325 Is this a Military Power of Attorney?
1326 Military Information of Client
1327 Branch of Service
1328 Grade
1329 Contingent on Deployment?
1330 How Will Power Be Acknowledged?
1331 Location of Officer
1332 Specify Expiration Date?
1333 Specify Date
1334 Include Special Instructions?
1335 DPA-Signature Line Format
1336 DPA: Add Custom Provisions?
1337 Custom DPA: Real Property
1338 Custom DPA: Tangible Personal Proper
1339 Custom DPA: Investments
1340 Custom DPA: Financial Matters
1341 Custom DPA: Business and Contracts
1342 Custom DPA: Insurance, Annuities
1343 Custom DPA: Estates, Trusts and Othe
1344 Custom DPA: Claims and Litigation
1345 Custom DPA: Personal and Family Matt
1346 Custom DPA: Gov't Benefits
1347 Custom DPA: Military Provision
1348 Custom DPA: Taxes
1349 Custom DPA: Additional Provisions
1350 Execution
1351 Date
1352 County
1353 State
1354
1355 DPA Escrow Instructions
1356 Actual Date of DPA
1357 Originals
1358 Number of Originals
1359 Number Retained
1360 Date of Letter
1361 Affidavit by Attorney-in-Fact
1362 Name of Attorney-in-Fact
1363 Date of DPA
1364 Execution
1365 Date
1366 County
1367 State
1368 Affidavit by Physician
1369 Name of Physician
1370 Where Licensed?
1371 Execution
1372 Date
1373 County
1374 State
1375
1376 Revocation of DPA
1377 Attorney-in-Fact Identity
1378 Attorney-in-Fact Info
1379 City
1380 State
1381 Date of DPA Being Revoked
1382 Execution
1383 Date
1384 City
1385 County
1386 State
1387 Health Care Surrogate for Minor
1388 Minor(s)
1389 Type of Guardian
1390 Surrogate
1391 Name
1392 Gender
1393 Address
1394 Telephone
1395 Name Alternate Surrogate
1396 Alt Surrogate (Q REPEATS)
1397 Alternate Surrogate
1398 Name
1399 Gender
1400 Address
1401 Telephone
1402 Effective Immediately?
1403 Does the DHCS terminate?
1404 Specify Date
1405 Send Copy of DHCS
1406 Execution
1407 Date
1408 County
1409 State
1410
1411 Power of Attorney for Care of Children
1412 Short or Long Form?
1413 Appointee(s)
1414 Number of Appointees
1415 Minor(s)
1416 Powers Limited?
1417 Unanimity Waived?
1418 Does POA Terminate?
1419 Specify Date
1420 Execution
1421 Date
1422 County
1423 State
1424 Declaration Preneed Guardian for Minor
1425 Minor(s)
1426 Guardian
1427 Name
1428 Gender
1429 Address
1430 Name Alternate Guardian?
1431 Alt Guardian (Q REPEATS)
1432 Alternate Guardian
1433 Name
1434 Gender
1435 Address
1436 Place of Execution
1437 Date
1438 City
1439 County
1440 State
1441
1442 Living Will
1443 Short Form
1444 Optional Provisions
1445 Additional Instructions
1446 Spouse is Surrogate?
1447 Child is Surrogate?
1448 Child Surrogate Name
1449 Surrogate
1450 Name
1451 Type
1452 Relationship
1453 Name Alternate Surrogate?
1454 Alt Surrogate (Q REPEATS)
1455 Alternate Surrogate
1456 Name
1457 Gender
1458 Relationship
1459 Address Line 1
1460 Address Line 2
1461 Telephone
1462 Primary Physician
1463 Name
1464 Telephone Number
1465 Execution
1466 Date
1467 County
1468 State
1469 HIPAA Authorization
1470 Designate Agents
1471 Specify Agent
1472 Date and Place of Signing
1473 County
1474 Date
1475
1476 Assignment
1477 Custom Assignment
1478 Stock Transfer Info
1479 Recipient
1480 Company Name
1481 Number of Shares
1482 Certificate Number
1483 Transfer Agent
1484 Execution Date
1485
1486 Certificate of Trust
1487 Trust Name
1488 Grantor(s)
1489 Current Trustee(s)
1490 Current Trustee(s) Address(es)
1491 How many Trustees?
1492 How Many Trustee Signatures Required
1493 Delegation of powers
1494 Trustee Signing Document
1495 Is Trust Revocable or Irrevocable?
1496 Who May Revoke
1497 Specify Other
1498 Schedule Successor Trustees
1499 Trust Date of Execution
1500 Amendments
1501 Actual Date of Amendment
1502
1503
1504 Execution
1505 Execution Date
1506 Execution County
1507 Homestead Language for Trust Certifica
1508 Custom Provision
1509 Add Custom Provision?
1510 Custom Text
1511
1512 Crummey Notices
1513 Beneficiaries (Q REPEATS)
1514 Beneficiary Info
1515 Name
1516 Gender
1517 Guardian
1518 Withdrawal Amount
1519 Date of Transfer
1520 Initial Contribution
1521 Cash Surrender Value
1522 New Policy Info
1523 Policy Issuer
1524 Policy Number
1525 Survivorship Policy?
1526 Article Number
1527 Premium Payable
1528 Payment Period
1529 Next Payment Date
1530 Signing Trustee
1531 Return To Whom?
1532 Trustee Address
1533 Date of Notice
1534 Include Trustee Signature?
1535
1536 Delegation of Trustee Powers
1537 Current Trustees Initial
1538 Current Trustees
1539 Other Trustee (Q REPEATS)
1540 Other Trustee Name
1541 Delegate Powers to Which Trustee?
1542 Delgate Powers to Whom?
1543 Name
1544 Gender
1545 Trust Section Number
1546 Signature Dates
1547 Delegators
1548 Delegatee
1549
1550 Resignation of Trustee
1551 Resigning Trustee
1552 Resigning Trustee Name
1553 Date of Original Appointment
1554 Date of Resignation
1555 Successor Appointed
1556 Name of Successor
1557 Successor Serves Alone?
1558 Date of Successor Acceptance
1559 Requested Resignation
1560 Appointed by Beneficiaries
1561 Beneficiary Names (Q REPEATS)
1562 Beneficiary
1563 Date of Appointment by Benes
1564 Article for Beneficiaries' Notice
1565
1566 Trust Transfer Deed
1567 Trustee Mailing Address
1568 Legal Description
1569 County of Property
1570 Execution
1571 Date of Execution
1572 County of Execution
1573 Enhanced Life Estate Deed
1574 Remainder Beneficiary (Q REPEATS)
1575 Info
1576 Name
1577 Mailing Address
1578 Homestead Property?
1579 How Hold Title?
1580 Legal Description
1581 County of Property
1582 Execution
1583 Date of Execution
1584 County of Execution
1585
1586 Attorney Information
1587 Name
1588 Law Firm
1589 Street
1590 Street (Line 2)
1591 City
1592 State
1593 Zip Code
1594 Telephone
1595 Email
1596
1597 Witness Information
1598 First Witness Info
1599 Address Line 1
1600 Address Line 2
1601 Telephone
1602 Second Witness Info
1603 Address Line 1
1604 Address Line 2
1605 Telephone
1606
1607 Letters
1608 Date
1609 Language: Singular/Plural
1610 Letterhead
1611 Addressee
1612 Salutation
1613 Closing
1614
1615 Custom Letter
1616 Body of Letter
1617 Enclosures
1618
1619 Funding Instructions Letter
1620 Enclosing Bill
1621 Keep TPP Out of Trust
1622
1623 Engagement Letter
1624 Documents Prepared
1625 Fixed Fee or Hourly?
1626 Fixed Fee for Will/Trust
1627 Fixed Fee for Other Doc'ts
1628 Fixed Fee Copy Charges
1629 Cost Per Page
1630 Total Cost
1631 Hourly Fees
1632 Bottom Range
1633 Top Range
1634 Initial Deposit
1635 Interest on Unpaid Bills
1636 Billing Time Interval
1637 Billing Time Interval Spec'd
1638 Minimum Daily Interval
1639
1640 Disengagement Letter
1641 Scope of Engagement
1642 Scope: Other Specified
1643 Current Status
1644
1645 Estate Planning Questionnaire
1646 Meeting Scheduled
1647 Date and Time of Meeting
1648
1649 Sending Documents Letter
1650 Documents Included
1651 Other (Q REPEATS)
1652 Other Document
1653 Estate Tax Planning
1654
1655
1656 Clause Bank
1657 CPI: Initial Index Event
1658 CPI: No Reduction
1659 Oral Trust: Name
1660 Oral Trust: Date
1661 Oral Trust: Name of Trustee(s)
1662 Oral Trust: Number of Trustees
1663 Pet Trust Info
1664 Pet Trust: Pet Names
1665 Pet Trust: More than 1 Pet?
1666 Pet Trust: Pet Gender
1667 Pet Trust: Type of Gift
1668 Pet Trust: Gift Amount
1669 Pet Trust: Initial Custodian
1670 Pet Trust: Successor Custodian
1671 Pet Trust: Prohibit Early Termination?
1672 Pet Trust: Distribution
1673 Pet Trust: Substitute Final Distributi
1674 Pet Trust: Specify
1675 EST Long Form: No FT and MT
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