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