This document displays the Outline from Florida Wills & Trusts. While using the program, you can generate an actual Outline document (displaying the answers you have provided) by pointing to Send on the File menu and then clicking Navigator Outline.
----------------- O U T L I N E ----------------
000 Title Page
001 Select An Activity
002 Wills
003 Trusts
004 DPAs and Related Doc'ts
005 DPA Short Form
006 DPA Provisions Included
007 Revoke All Prior DPAs?
008 Ancillary Documents
009 Assignment Specified
010 Crummey Notices Specified
011 Letters
012 Type of Word Processor
013 Type of Questionnaire
014 Worksheet Includes
015 Template Assistant
016 User Profile Includes
017 How To
018 Include Article Reviews?
019
020 Client Information
021 Client Married?
022 Client Identity/Gender
023 Refer to as Widow/Widower?
024 Deceased Spouse
025
026 Male's Full Name
027 First
028 Middle
029 Last
030 Also Known As
031 Refer to Male As
032 U.S. Citizen
033 Social Security Number
034 SSN (Last 4 Digits)
035
036 Female's Full Name
037 First
038 Middle
039 Last
040 Also Known As
041 Refer to As
042 U.S. Citizen
043 Social Security Number
044 SSN (Last 4 Digits)
045
046 Client Address
047 Street
048 City
049 State
050 County
051 Zip Code
052 Telephone
053
054 Children
055 Unmarried Client: Children?
056 Married Client: Children?
057 Treat Spouse Children as Own?
058 Current Marriage (Q REPEATS)
059 Child Info
060 Name
061 Date of Birth
062 Gender
063 Male's Children (Q REPEATS)
064 Child Info
065 Name
066 Date of Birth
067 Gender
068 Children Are From Prior Marriage
069 Female's Children (Q REPEATS)
070 Child Info
071 Name
072 Date of Birth
073 Gender
074 Children Are From Prior Marriage
075 Disinheriting Children?
076 Disinherit Whom?
077 Disinherit Issue of Child?
078
079 Single Beneficiary Trust
080 Beneficiary
081 Name
082 Gender
083 Relationship
084 Refer to As
085
086 References
087 Refer to Grantor As
088 First/Third Person
089 Neutral H/W Pronouns
090 Refer to Trust Document As
091 Refer to Trustee(s) As
092 Refer to Cotrustee As
093 Refer to Will As
094 Refer to Personal Rep(s) As
095 Style of Names
096 Numbers
097 Internal Revenue Code
098 Articles
099
100 Family
101 Include Statement Citizenship?
102 Include Children Birthdates?
103 Children Include Afterborns?
104 Define Descendants
105 Limit Spouse Children to Named?
106 Edit Family Description?
107 Custom Family Description
108 Review: Family
109
110 Will
111 POW: Trust Status
112 POW: Trust Executed Same Date
113 Recipient if No Gift to Trust
114
115 Cremation of Bodily Remains
116 Organ Donation
117 Disposition of Ashes
118 PR Pays Costs
119
120 Trusts
121 Name of Trust
122 Grantor Trust Status
123 Second-to-Die Policies
124 Initial Trustees
125 Trustees (Q REPEATS)
126 Trustees
127 Name
128 Trustee Gender/Entity
129
130 Initial/Annuity Term
131 Term
132 Annuity Payments
133 GRAT: Payment Frequency
134 GRAT: Deferral of Annuity Payments
135 Annuity Calculation Method
136 Annuity Percentage
137 Annuity Formula
138 Annual % Increase in Annuity
139 GRAT: Add Custom Provision?
140 Custom Provision
141 Section Heading
142 Custom Text
143 Review: GRAT Admin During Term
144
145 Transfers to Trust
146 Initial Transfer to Trust
147 Payment Schedule Uses Dollars
148 Dollar Amount Transferred
149 Describe Transferred Assets
150 Joint Trust: Community Property
151 Crummey Powers
152 Review: Transfers to Trust
153
154 Reserved Rights
155 Amendment by Agent
156 Communication of Writing
157 Suspension: Private Decision
158 Specify Others (Q REPEATS)
159 Specify Others
160 Name
161 Type
162 Spouse Disabled
163 Suspension: Medical Opinion
164 Specified Doctors
165 Reserved Rights: Add Custom Provisio
166 Custom Provision
167 Section Heading
168 Custom Text
169 Review: Reserved Rights
170
171 Payments During Lifetime
172 Pay to Others on Incapacity
173 Best Interests Distributions
174 Gifts by Trustees
175 Gifts to Others (Q REPEATS)
176 Trustee Gifts to Others
177 Name
178 Gender
179 Allow Gifts to Spouses
180 Limit Gifts to Exclusion Amt?
181 Require Class Equality?
182 Pay Charitable Pledges?
183 Avoid Nursing Home
184 Payments Dur Life: Add Custom Provis
185 Custom Provision
186 Section Heading
187 Custom Text
188 Review: Payments During Lifetime
189
190 ILIT/IDIT Admin During Lifetime
191 Structure During Lifetime
192 Spouse is Income Beneficiary
193 Power to Terminate Trust
194 Power to Terminate: Other
195 Name
196 Gender
197 Appoint to Whom
198 Limit Spouse Appointees
199 Appoint to Existing Trust
200 ILIT During Life: Add Custom Provisi
201 Custom Provision
202 Section Heading
203 Custom Text
204 Review: Admin During Lifetime
205
206 QPRT Admin During Term
207 Mortgage Payments
208 Payment of Expenses
209 QPRT During Term: Add Custom Provisi
210 Custom Provision
211 Section Heading
212 Custom Text
213 Review: QPRT Admin During Term
214
215 ILIT/IDIT Admin After Death/Term
216 Balance of Estate
217 Inclusion Provision
218 Create Marital Trust?
219 ILIT After Death: Add Custom Provisi
220 Custom Provision
221 Section Heading
222 Custom Text
223 Review: ILIT/IDIT Admin After Death
224 GRAT/QPRT Admin After Death/Term
225 Grantor Power of Appointment
226 Receptacle Trust
227 Receptacle Trust Info
228 Name
229 Date
230 Other Distribution
231 Specify Distribution at End of Ter
232 Distribution on Death
233 Option to Lease
234 Option to Lease: Term
235 Lease: Include Spouse/Other?
236 Name of Alternate Lessee
237 GRAT After Death: Add Custom Provisi
238 Custom Provision
239 Section Heading
240 Custom Text
241 QPRT After Death: Add Custom Provisi
242 Custom Provision
243 Section Heading
244 Custom Text
245 Review: GRAT/QPRT End of Term
246
247 Specific Gifts
248 Tangible Personal Property
249 TPP (Q REPEATS)
250 Tangible Personal Property
251 Item
252 Recipient Name
253 Gender or Type
254 Require Recipient Survival?
255 Alternate Disposition
256 Which Document
257 TPP Only if Surviving Spouse?
258 TPP Joint Whose Death
259
260 Will: TPP Provisions
261 List of TPP?
262 Limit List for TPP
263 Amount
264 Conflict Between Lists
265 List: Limit Months After Death
266 Remaining TPP to Spouse
267 Remaining TPP
268 TPP Recipient Specified
269 Special Terms
270
271 Specific Gifts
272 Gifts of Cash (Q REPEATS)
273 Specific Gifts of Cash
274 Amount
275 Recipient Name
276 Gender or Type
277 Only if Surviving Spouse?
278 Joint Whose Death
279 Treat As Gift to Spouse?
280 Group Gift
281 Require Recipient Survival?
282 Specify Further Terms?
283 Further Terms
284
285 Gifts of Stock (Q REPEATS)
286 Description of Gift
287 Company Name
288 Number of Shares
289 Recipient Name
290 Gender or Type
291 More Than 2 Recipients?
292 Only if Surviving Spouse?
293 Joint Whose Death
294 Require Recipient Survival?
295
296 Real Property (Q REPEATS)
297 Description of Gift
298 Description
299 Type of Description
300 County
301 State
302 Recipient Name
303 Gender or Type
304 Require Recipient Survival?
305 Include Furnishings?
306 Only if Surviving Spouse?
307 Joint Whose Death
308
309 Other Gift (Q REPEATS)
310 Heading
311 Text
312 Only if Surviving Spouse?
313
314 Exercise Power of Appointment
315 Exercise Power of Appointment
316 Power of Appointment (Q REPEATS)
317 Source of Power of Appointment
318 Beneficiary Information
319 Recipient
320 Gender
321 Require Survival?
322 Which Document
323
324 Distributions After Death
325 Marital Gift
326 Marital Gift Share
327 Tax Formula for Marital Gift
328 Specific Gift of IRD to Spouse?
329 Balance of Estate
330 Optimum or Pay Tax Formula
331 Pay Tax Formula Amount
332 Marital Gift Outright or Trust
333 No Spouse: Balance of Estate
334 Disclaimed Amounts to Family Trust
335 Outright Gift to Spouse?
336 Outright Gift Described
337 Minimum Marital Gift
338 Minimum Marital Gift Options
339 Amount Specified
340 Percentage Specified
341 QTIP: Include Clayton Clause?
342 Elective Share Trust
343 Payment of Income
344 Distribution of Principal
345 Distribution at Death
346 Specify Other
347 Balance: Specify Other
348 Name
349 Gender
350 Balance: Alternate Disposition
351 Others Specified
352
353 No Spouse or at SS death: Allocate GST
354
355 GST Exempt Trust
356 Existing GST Trust
357 Name
358 Date
359 Limit Amount of GST Exempt Trust?
360 Limit GST Exempt Trust Options
361 Amount Specified
362 Percentage Specified
363 Equalizing Gift?
364 Form of Equalizing Gift
365
366 Distrib Aft Death: Add Custom Provisio
367 Custom Provision
368 Section Heading
369 Custom Text
370 Review: Distributions After Death
371
372 Family Trust
373 Refer to Family Trust As
374 Trust Name Specified
375
376 During Spouse's Lifetime
377 Income to Spouse Required
378 Discretionary Distributions
379 Best Interests Distributions
380 Limit Distributions if Marital Trust
381 Distributions If Remarried
382 Five and Five Power
383 Five and Five Terms
384 Dollar Limit
385 Percentage Limit
386 15 Month Delay?
387 Long Form: Greater of $ or % Lim
388 Use of Residence by Spouse
389 Spouse Consent for Sale
390 Limit New Residence to Proceeds
391 Include Special Power of Appointment
392 Special Power of Appointment
393 Special PA Beneficiaries
394 Others (Q REPEATS)
395 Special PA Others
396 Name
397 Gender
398
399 Pot Trust
400 Age for Termination
401 Educational Pot Trust
402 Incl Children of Deceased Children
403 Best Interests Distributions
404 Use of Residence by Children
405 Limit New Residence to Proceeds
406 Amount of Pot Trust
407 Suspension of Interests
408 Limit Emergency Payments?
409 Determine Beneficiaries at Time?
410
411 Distribute or Divide Trust
412 Division
413 Same Terms for All
414 Alt Distribution to Spouse
415 Distribution
416 Distribution if No Descendants
417 Pourover to What Trust
418 Creator of Trust
419 Name of Trust
420 Same Date?
421 Date of Recipient Trust
422 Spouse Family Trust Under
423 As Amended?
424 Which Trustees Administer
425 Named Persons and Charities
426 Named Persons (Q REPEATS)
427 Named Persons
428 Name
429 Type
430 Amount
431 Charity: For General Purposes
432 Charity: Provision If Not Exempt
433 Named Persons: Form of Dist
434 Named Person: Refer to As
435 Named Persons: If Not Survive
436 Named Persons: Specify Other
437 Specify Other
438 Family Trust: Add Custom Provision?
439 Custom Provision
440 Section Heading
441 Custom Text
442 Review: Administration Family Trust
443
444 Marital Trust
445 Refer to Marital Trust As
446 Trust Name Specified
447
448 Administration
449 Payment of Income
450 Accrued Income at Death
451 Earned Income Not Withdrawn
452 Distribution of Principal
453 Best Interests Distributions
454 QTIP: Withdrawal of Principal
455 General Power of Appointment
456 QTIP: GPA to Creditors
457 Special Power of Appointment
458 Special PA Beneficiaries
459 Others (Q REPEATS)
460 Special PA Others
461 Name
462 Gender
463 Five and Five Power
464 Five and Five Terms
465 Dollar Limit
466 Percentage Limit
467 15 Month Delay?
468 Long Form: Greater of $ or % Lim
469 Disclaimed: Treat Differently
470 Specify Treatment
471 Marital Trust: Add Custom Provision?
472 Custom Provision
473 Section Heading
474 Custom Text
475 Review: Administration Marital Trust
476
477 Funding and Qualification
478 Valuation of Assets
479 Payment of Estate Taxes
480 Retirement Plans
481 QDOT: Security Provisions
482 Review: Fund/Qual Marital Trust
483
484 GRAT/QPRT: Terms
485 Inter Vivos GPA to Spouse
486 Review: Terms of Marital Trust
487
488 GST Exempt Trust
489 Spouse is Beneficiary?
490 Income to Spouse Required
491 Discretionary Distributions
492 Limit Distributions if Marital Trust
493 Distributions If Remarried
494
495 Pot Trust
496 Best Interests Distributions
497 Income Payments
498 Income Payments Age Spec'd
499 Payments to Family
500 Remaining Income
501 Additional Payments to Family
502 Principal Distributions
503 Discretionary Distribution Events
504 Equal Principal Distributions?
505 Equal Distributions Info
506 Initial Age
507 Years Between Distributions
508 Number of Distributions
509 Unequal Distributions (Q REPEATS)
510 Unequal Distributions Info
511 Age
512 Amount
513 Cumulative Total Amount
514 Require Minimum Interval?
515 Five and Five Power
516 Five and Five Terms
517 Dollar Limit
518 Percentage Limit
519 15 Month Delay?
520 Long Form: Greater of $ or % Limit
521 Special Power of Appointment
522 Special PA Beneficiaries
523 Others (Q REPEATS)
524 Special PA Others
525 Name
526 Gender
527 Further Distribution
528 Dynasty Trust
529 Terminate on Whose Death
530 Alternative Distribution to Spouse
531 Alternative Distribution
532 Charity Name
533 For General Purposes
534 Specify Alternative Distribution
535 GST Exempt Trust: Add Custom Provision
536 Custom Provision
537 Section Heading
538 Custom Text
539 Review: GST Exempt Trust
540
541 Treat Children Differently
542 Treat Children Differently?
543 Specify Different Treatment
544 Distributions to Children (Q REPEATS
545 Child Name
546 Child Gender
547 Child's Share
548 Outright or in Trust?
549 Different Trust Terms?
550
551 Trusts for Children
552 Best Interests Distributions
553 Income Payments
554 Income Payments Age Spec'd
555 Payments to Family
556 Remaining Income
557 Additional Payments to Family
558 Principal Distributions
559 Discretionary Distribution Events
560 Equal Principal Distributions?
561 Equal Distributions Info
562 Initial Age
563 Years Between Distributions
564 Number of Distributions
565 Unequal Distributions (Q REPEATS)
566 Unequal Distributions Info
567 Age
568 Amount
569 Cumulative Total Amount
570 Require Minimum Interval?
571 Five and Five Power
572 Five and Five Terms
573 Dollar Limit
574 Percentage Limit
575 15 Month Delay?
576 Long Form: Greater of $ or % Limit
577 General Power of Appointment
578 GPA: Trust for Minors
579 Special Power of Appointment
580 Special PA Beneficiaries
581 Others (Q REPEATS)
582 Special PA Others
583 Name
584 Gender
585 Further Distribution
586 Dynasty Trust
587 Terminate on Whose Death
588 Alternative Distribution to Spouse
589 Alternative Distribution
590 Charity Name
591 For General Purposes
592 Specify Alternative Distribution
593 Tr for Children: Add Custom Provision?
594 Custom Provision
595 Section Heading
596 Custom Text
597 Review: Trusts for Children
598
599 Trusts for Descendants
600 Same Terms as GST Exempt?
601 Best Interests Distributions
602 Income Payments
603 Income Payments Age Spec'd
604 Payments to Family
605 Remaining Income
606 Additional Payments to Family
607 Principal Distributions
608 Discretionary Distribution Events
609 Equal Principal Distributions?
610 Equal Distributions Info
611 Initial Age
612 Years Between Distributions
613 Number of Distributions
614 Unequal Distributions (Q REPEATS)
615 Unequal Distributions Info
616 Age
617 Amount
618 Cumulative Total Amount
619 Require Minimum Interval?
620 Five and Five Power
621 Five and Five Terms
622 Dollar Limit
623 Percentage Limit
624 15 Month Delay?
625 Long Form: Greater of $ or % Limit
626 General Power of Appointment
627 GPA: Grandchild's Trust
628 Special Power of Appointment
629 Special PA Beneficiaries
630 Others (Q REPEATS)
631 Special PA Others
632 Name
633 Gender
634 Further Distribution
635 Alternative Distribution to Spouse
636 Alternative Distribution
637 Charity Name
638 For General Purposes
639 Specify Alternative Distribution
640 Tr for Desc'ts: Add Custom Provision?
641 Custom Provision
642 Section Heading
643 Custom Text
644 Review: Trusts for Descendants
645
646 Special Trusts
647 Special Trusts
648 Trust Terms (Q REPEATS)
649 Beneficiary
650 Name
651 Gender
652 Refer to As
653 Type of Trust
654 Residuary Beneficiary
655 Ind Trustee Distributions
656 GPA to Creditors?
657 Trustees Terminate Trust
658 Special Trusts: Add Custom Provisi
659 Custom Provision
660 Section Heading
661 Custom Text
662 Review: Special Trusts
663
664
665 Grantor Trust Powers
666 Continue Grantor Trust Status
667 Spouse Grantor Trust Powers
668 Right to Add Beneficiaries
669 Add'l Benes Incl Spouses
670 Who Directs Loans to Grantor
671 Powerholder to Direct Loans
672 Name
673 Gender
674 Review: Grantor Trust Powers
675
676 Optional Provisions
677 Optional Provisions
678 Termination of Marriage
679
680 Standby Trust
681 Age for Standby Trust
682 Exclude Power of Appt Assets
683 Include Disability
684 Ind Trustee Distributions
685 Remaining Trust Assets
686 Other Specified
687 Review: Standby Trust
688
689 Substance Abuse
690 Trustee Approves Treatment?
691 Resumption of Distributions
692 Review: Substance Abuse
693
694 Post-Death Trustees
695 Required Trustees
696 Independent Trustee Name
697 Number of Family Trustees
698 Family Trustees (Q REPEATS)
699 Name
700 Prohibit Specific Trustee?
701 Prohibited Family Trustee
702 Minimum # of Trustees
703 Require Corp/Ind Trustee
704 Effective
705
706 Separate Trustees for Trusts
707 Other Trustees
708 Spouse as Trustee
709 Spouse Designated Trustee
710 Trustees (Q REPEATS)
711 Trustee Info
712 Name
713 Type
714 Minimum # Trustees w/ Spouse
715 Require Corp/Ind Trustee
716 Remaining Trustees Serve Alone
717 Name First Successor
718 First Successor Trustee
719 Name
720 Type
721 Second Successor Trustee
722
723 Trustees of Marital Trust
724 Spouse as Trustee
725 Spouse Designated Trustee
726 Trustees (Q REPEATS)
727 Trustee Info
728 Name
729 Type
730 Minimum # Trustees w/ Spouse
731 Require Corp/Ind Trustee
732 Remaining Trustees Serve Alone
733 Name First Successor
734 First Successor Trustee
735 Name
736 Type
737 Second Successor Trustee
738
739 Trustees of Family Trust
740 Spouse as Trustee
741 Spouse Designated Trustee
742 Trustees (Q REPEATS)
743 Trustee Info
744 Name
745 Type
746 Minimum # Trustees w/ Spouse
747 Require Corp/Ind Trustee
748 Remaining Trustees Serve Alone
749 Name First Successor
750 First Successor Trustee
751 Name
752 Type
753 Second Successor Trustee
754
755 Trustees Children's Trusts
756 Beneficiary as Trustee
757 Age for Beneficiary Trustee
758 Designated Trustee
759 Trustees (Q REPEATS)
760 Trustee Info
761 Name
762 Type
763 Minimum # Trustees w/ Beneficiary
764 Require Corp/Ind Trustee
765 Remaining Trustees Serve Alone
766 Name First Successor
767 First Successor Trustee
768 Name
769 Type
770 Second Successor Trustee
771
772 Trustees for Descendants
773 Beneficiary as Trustee
774 Age for Beneficiary Trustee
775 Designated Trustee
776 Trustees (Q REPEATS)
777 Trustee Info
778 Name
779 Type
780 Minimum # Trustees w/ Beneficiary
781 Require Corp/Ind Trustee
782 Remaining Trustees Serve Alone
783 Name First Successor
784 First Successor Trustee
785 Name
786 Type
787 Second Successor Trustee
788
789 Specify Other (Q REPEATS)
790 Name of Trust
791 Custom Provision
792 Review: Appointment of Trustees
793
794 Provisions Governing Trustees
795 Spouse Designates Cotrustee
796 Delegation of Authority
797
798 Same Trustee for Disability or Death
799 Disability Trustees (Q REPEATS)
800 Disability Trustees
801 Name
802 Type
803 Trustee Names Successor
804 Specify How Name Successor
805 Specify Succession
806
807 Advisors or Committee
808 Spouse Initial Advisor?
809 Advisors (Q REPEATS)
810 Name
811 Special Advisor?
812 Who Approves Advisors?
813 Advisor Powers
814 Include Remainder Benes
815 Advisor Compensation
816 Charge Fees to Income/Principal
817 Effective
818
819 Selecting Additional Trustees
820 List Successor Trustees (Q REPEATS)
821 Name of Successor Trustee
822 List Successor Trustee Type
823 Name of Corp/Ind Trustee
824 Type of Independent Trustee
825 If List/Corp Trustee Fails
826 List/Corp Fails Specify Other
827 IRT: Grantor Names Successor Trustee
828 Departing Trustee Names Successor
829 Power to Nominate Successors
830 Power to Nominate Co-trustees?
831 Nomination by Spouse/Children
832 Nomination Advisors Unanimous
833 Specify Other (Q REPEATS)
834 Power to Nominate Other
835 Corporate or Independent
836
837 IRT: Grantor's Removal Power
838 Removal of Trustees
839 Who May Remove Trustees
840 Removal by Spouse/Children
841 Advisors Unanimous
842 Specify Other (Q REPEATS)
843 Power to Remove Other
844 Limitations on Removal Power
845 Require Corp/Ind Trustee
846 Subst Abuse # Yrs to Participate
847 Removal Power on Reaching Age
848 Removal Power?
849 Age?
850
851 Majority of Beneficiaries
852 Waive Court Supervision
853 Multiple Trustees Provision
854 Trustees: Add Custom Provision?
855 Custom Provision
856 Section Heading
857 Custom Text
858 Review: Provisions Governing Trustees
859
860 Personal Representatives
861 Spouse as Personal Representative
862 Personal Reps (Q REPEATS)
863 Personal Representative Info
864 Name
865 Type
866 Minimum # PRs w/ Spouse
867 Spouse: Require Corporate PR
868 Minimum # of PRs
869 Require Corporate PR
870 Remaining PRs Serve Alone
871 First Successor PR
872 Name
873 Type
874 Name Additional Successors
875 List Successor PRs (Q REPEATS)
876 Name of Successor PR
877 PR's: Add Custom Provision?
878 Custom Provision
879 Custom Text
880 Review: Appointment of Personal Reps
881 Will: Appointment of Guardians
882 Appointment of Guardians
883 Same Guardian Person/Property
884 Guardian
885 Name
886 Gender
887 Guardian of the Property
888 Name
889 Gender
890 Name Alternate Guardians
891 Alternate Guardian
892 Name
893 Gender
894 Alternate Guardian Property
895 Name
896 Gender
897 Designated Representative
898 Use Designated Representative
899 Specify Son
900 Specify Daughter
901 Specify Other
902 Restrict All Information
903 Appointment
904 Name
905 Gender
906 Right to Name Successors
907 Alternate Appointment of Successors
908 Child Excluded
909 Other Specified
910 Compensation
911 Designated Rep: Add Custom Provision?
912 Custom Provision
913 Section Heading
914 Custom Text
915 Review: Designated Representative
916
917 Will: Joint Accounts
918 Discuss Joint Accounts?
919 Name of Institution
920 Joint Tenants (Q REPEATS)
921 Joint Tenants
922 Name
923 Gender
924 Survivorship Statement
925
926 Include Abatement Provision?
927 Order of Priority
928
929 Withdrawal Powers
930 Use Which Form?
931 Give Spouse Demand Right
932 Demand Beneficiaries
933 Other Beneficiary (Q REPEATS)
934 Other Beneficiary Info
935 Name
936 Type
937 Withdraw From Other Assets
938 Tiered Withdrawal System
939 Withdrawal Amount
940 Require Notice in Writing
941 Lapse of Power
942 SPA to Whom
943 SPA Specify Other
944 Review: Withdrawal Powers
945
946 Survival Provisions
947 Which Spouse Deemed Survivor?
948 For What Purposes?
949 Charge Expenses of Locating?
950 Excess Expenses Specified
951 Predeceased if Not Located?
952 Review: Survival Provisions
953
954 GST Provisions
955 GST Provisions
956 Allocate GST to Direct Skips?
957 Dividing Trusts
958 Allocate to Spouse's Trust
959 Review: GST Provisions
960
961 Expenses and Taxes
962 Expenses and Taxes
963 Only Taxes Attributable to Trust
964 Payment of Estate Taxes
965 Payment of Obligations
966 Expenses Paid From
967 Expenses: Preserve Deductions
968 Prohibit Seeking Reimbursement
969 Exercise PA to Pay Taxes
970 Power of Appointment
971 Apportionment to Specific Gifts
972 Apportioned Gifts
973 Multiple Gifts
974 Multiple Beneficiaries
975 Specific Gifts Described
976 Taxes Paid From
977 Taxes: Preserve Deductions
978 Limit on Estate Taxes Paid
979 Specify Excess Taxes
980 Source of Payment Excess Tax
981 Waive 2207A Recovery?
982 Interest on Tax
983 Payment of Death Benefits to Trustee
984 Expenses/Taxes: Add Custom Provision?
985 Custom Provision
986 Section Heading
987 Custom Text
988 Review: Expenses and Taxes
989
990 Fiduciary Powers
991 Short Form Powers
992 Fiduciary Powers Included
993 Commodities, Options, Futures
994 Dispose Property Notify Beneficiaries
995 Fiduciary As Advisor
996 Distributions Under What Age
997 Terminate Small Trusts
998 Specified Value
999 Allocation to Income and Principal
1000 Cover Agricultural Property
1001 Fiduciary Powers: Add Custom Provision
1002 Custom Provision
1003 Section Heading
1004 Custom Text
1005 Review: Fiduciary Powers
1006
1007 Administration and Construction
1008 Tax Reimbursement
1009 Offset Required Reimbursement
1010 Should Consider Other Resources
1011 Financial Information
1012 Ascertainable Standard
1013 Valuation of Pecuniary Gifts
1014 Pick and Choose Language
1015 Consultation w/ Guardian
1016 Spouses of Beneficiaries Provision
1017 Review: Admin and Construction
1018
1019 Special Business Provisions
1020 Special Business Provisions
1021 Subchapter S Stock
1022 ESBT Election
1023 Forfeit if No QSST Election
1024 Spouse Sole Beneficiary
1025 Child Sole Beneficiary
1026 Beneficiaries of QSST
1027 QSST Failure to Descendants
1028 Management Business Interests
1029 Name of Company
1030 Consent Required for Sale
1031 Retention of Stock
1032 Full Name
1033 Short Name
1034 Review: Special Business Provisions
1035
1036 Savings Clauses
1037 Perpetuities Period
1038 Judicial Modification
1039 Review: Savings Clauses
1040 Applicable Law; Trust Situs
1041 Determining Trust Situs
1042 Limit Transfer to U.S.
1043 Waive Notice
1044 Notice to Qualified Beneficiaries
1045 Qualified Beneficiary Specified
1046 Review: Applicable Law; Trust Situs
1047
1048 Definitions and Miscellaneous
1049 Corporate Trustee Requirements
1050 Minimum Trust Assets
1051 Expand "Not Related/Subordinate"
1052 Require Experienced Ind Trustee
1053 Exclude Out of Wedlock Descendants
1054 Per Stirpes
1055 Define Limited SPA?
1056 Children Confirm Disability
1057 Lapsed Gifts Provision
1058 Notices
1059 Only to Affected Trustees
1060 Dispute Resolution
1061 Adoption: Cutoff Age
1062 Incl Adopted Away Grandchildren
1063 Include Acknowledgments
1064 Miscellaneous: Add Custom Provision?
1065 Custom Provision
1066 Section Heading
1067 Custom Text
1068 Review: Miscellaneous Provisions
1069
1070 Custom Provisions
1071 Will: Add Custom Provisions?
1072 Custom Provisions (Q REPEATS)
1073 Custom Provision
1074 Heading
1075 Article/Section
1076 Text
1077 Trust: Add Custom Provisions?
1078 Custom Provisions (Q REPEATS)
1079 Custom Provision
1080 Heading
1081 Article/Section
1082 Text
1083 Review: Custom Provisions
1084
1085 Execution Will/Trust
1086 Date of Trust
1087 Actual Date of Trust
1088 Trust: Place of Execution
1089 City
1090 County
1091 State
1092
1093 Date of Will
1094 Actual Date of Will
1095 Will: Place of Execution
1096 City
1097 County
1098 State
1099
1100 Client Directs Signature
1101 Name of Signor
1102 Client Directs Signature (Joint Trust)
1103 Name of Signor(s)
1104 For Husband
1105 For Wife
1106 Number of Witnesses
1107 Names of Witnesses
1108 First Witness
1109 Second Witness
1110 Third Witness
1111 All Personally Known
1112
1113 Options Will/Trust
1114 Cover Page
1115 Synopsis
1116 Will Footer
1117 Trust Footer
1118 Custom Footer (Q REPEATS)
1119 Line
1120 Custom Footer Location
1121 Location of Footers
1122
1123 Codicil
1124 Number Codicil
1125 Witnesses
1126 Changes to Will (Q REPEATS)
1127 Type of Change
1128 Reference for Change
1129 Text of Change
1130 GRAT Codicil
1131 GRAT Codicil: Date of GRAT
1132 GRAT Codicil: Remaining Annuity Paym
1133 GRAT Codicil: RIT Ref in Pourover
1134 GRAT Codicil: POA Reference in GRAT
1135 GRAT Codicil: Specify Trust Remainde
1136 Execution
1137 Date
1138 City
1139 County
1140 State
1141 Amendment to Trust
1142 Number Amendment
1143 Prior Amendments (Q REPEATS)
1144 Prior Amendment Date
1145 Article: Right of Amendment
1146 Changes to Trust (Q REPEATS)
1147 Type of Change
1148 Reference for Change
1149 Text of Change
1150 Original Trust Third Person
1151 List Assets on Schedule?
1152 Execution
1153 Date
1154 City
1155 County
1156 State
1157
1158 Health Care Surrogate
1159 Short Form
1160 Spouse is Surrogate
1161 Surrogate
1162 Name
1163 Gender
1164 Relationship
1165 Address Line 1
1166 Address Line 2
1167 Telephone
1168 Name Alternate Surrogate
1169 Alt Surrogate (Q REPEATS)
1170 Alternate Surrogate
1171 Name
1172 Gender
1173 Relationship
1174 Address Line 1
1175 Address Line 2
1176 Telephone
1177 Execution
1178 Date
1179 County
1180 State
1181
1182 Declaration Preneed Guardian
1183 Separate Guardians
1184 Name Alternates?
1185 Guardian of the Person Name
1186 Guardian Address
1187 Alternate Guardian Name
1188 Alternate Guardian Address
1189 Guardian of the Property Name
1190 Guardian Property Address
1191 Alt Guardian Property Name
1192 Alt Guardian Property Address
1193 Date of Execution
1194
1195 Durable Power of Attorney
1196 Attorney-in-Fact
1197 Attorney-in-Fact (Q REPEATS)
1198 Attorney-in-Fact Info
1199 Name
1200 Type
1201 Relationship
1202 Multiple Attorneys-in-Fact
1203 AIF's: How To Act
1204 Expand Investment Powers
1205 Qualified Tuition Plan
1206 Beneficiary
1207 Specify Other
1208 Qualified Income Trust
1209 Gifts Made Equally Among Classes?
1210 Embellish Gifts Recipients
1211 Specify Other
1212 Power to Make Gifts
1213 Limit Gifts to Attorney-in-Fact
1214 Include Health Care Power for AIF
1215 HC Agent Identity
1216 HC Agent Identity: Other
1217 HCA Info
1218 Address
1219 Telephone
1220 Suspension of Rights?
1221 Persons to determine Agent's incapac
1222 Name(s)
1223 # of Persons designated
1224 Prohibit Use of Copies
1225 Include Military Power?
1226 Military Information of Client
1227 Branch of Service
1228 Grade
1229 Contingent on Deployment?
1230 How Will Power Be Acknowledged?
1231 Location of Officer
1232 Specify Expiration Date?
1233 Specify Date
1234 Include Special Instructions?
1235 Execution
1236 Date
1237 County
1238 State
1239
1240 DPA Escrow Instructions
1241 Actual Date of DPA
1242 Originals
1243 Number of Originals
1244 Number Retained
1245 Date of Letter
1246 Affidavit by Attorney-in-Fact
1247 Name of Attorney-in-Fact
1248 Date of DPA
1249 Execution
1250 Date
1251 County
1252 State
1253 Affidavit by Physician
1254 Name of Physician
1255 Where Licensed?
1256 Execution
1257 Date
1258 County
1259 State
1260
1261 Revocation of DPA
1262 Attorney-in-Fact Identity
1263 Attorney-in-Fact Info
1264 City
1265 State
1266 Date of DPA Being Revoked
1267 Execution
1268 Date
1269 City
1270 County
1271 State
1272
1273 Medical POA for Minor Child
1274 Short or Long Form?
1275 Appointee(s)
1276 Number of Appointees
1277 Minor(s)
1278 Powers Limited?
1279 Unanimity Waived?
1280 Does POA Terminate?
1281 Specify Date
1282 Execution
1283 Date
1284 County
1285 State
1286
1287 Living Will
1288 Short Form
1289 Optional Provisions
1290 Additional Instructions
1291 Spouse is Surrogate?
1292 Child is Surrogate?
1293 Child Surrogate Name
1294 Surrogate
1295 Name
1296 Type
1297 Relationship
1298 Name Alternate Surrogate?
1299 Alternate Surrogate Name
1300 Primary Physician
1301 Name
1302 Telephone Number
1303 Execution
1304 Date
1305 County
1306 State
1307
1308 Assignment
1309 Custom Assignment
1310 Stock Transfer Info
1311 Recipient
1312 Company Name
1313 Number of Shares
1314 Certificate Number
1315 Transfer Agent
1316 Execution Date
1317
1318 Certificate of Trust
1319 Trust Name
1320 Grantor
1321 Trustee
1322 Trustee's Address
1323 How many Trustees?
1324 How Many Trustee Signatures Required
1325 Delegation of powers
1326 Is Trust Revocable or Irrevocable?
1327 Who May Revoke
1328 Specify Other
1329 Schedule Successor Trustees
1330 Date of Execution
1331 Amendments
1332 Actual Date of Amendment
1333
1334
1335 Execution
1336 Execution Date
1337 Execution County
1338
1339 Crummey Notices
1340 Beneficiaries (Q REPEATS)
1341 Beneficiary Info
1342 Name
1343 Gender
1344 Guardian
1345 Withdrawal Amount
1346 Date of Transfer
1347 Initial Contribution
1348 Cash Surrender Value
1349 New Policy Info
1350 Policy Issuer
1351 Policy Number
1352 Survivorship Policy?
1353 Article Number
1354 Premium Payable
1355 Payment Period
1356 Next Payment Date
1357 Signing Trustee
1358 Return To Whom?
1359 Trustee Address
1360 Date of Notice
1361 Include Trustee Signature?
1362
1363 Delegation of Trustee Powers
1364 Current Trustees Initial
1365 Current Trustees
1366 Other Trustee (Q REPEATS)
1367 Other Trustee Name
1368 Delegate Powers to Whom?
1369 Signature Dates
1370 Delegators
1371 Delegatee
1372
1373 Resignation of Trustee
1374 Resigning Trustee
1375 Resigning Trustee Name
1376 Date of Original Appointment
1377 Date of Resignation
1378 Successor Appointed
1379 Name of Successor
1380 Successor Serves Alone?
1381 Date of Successor Acceptance
1382 Requested Resignation
1383 Appointed by Beneficiaries
1384 Beneficiary Names (Q REPEATS)
1385 Beneficiary
1386 Date of Appointment by Benes
1387 Article for Beneficiaries' Notice
1388
1389 Trust Transfer Deed
1390 Trustee Mailing Address
1391 Legal Description
1392 County of Property
1393 Execution
1394 Date of Execution
1395 County of Execution
1396
1397 Attorney Information
1398 Name
1399 Law Firm
1400 Street
1401 Street (Line 2)
1402 City
1403 State
1404 Zip Code
1405 Telephone
1406 Email
1407
1408 Witness Information
1409 First Witness Info
1410 Address Line 1
1411 Address Line 2
1412 Telephone
1413 Second Witness Info
1414 Address Line 1
1415 Address Line 2
1416 Telephone
1417
1418 Letters
1419 Date
1420 Language: Singular/Plural
1421 Letterhead
1422 Addressee
1423 Salutation
1424 Closing
1425
1426 Custom Letter
1427 Body of Letter
1428 Enclosures
1429
1430 Funding Instructions Letter
1431 Enclosing Bill
1432 Keep TPP Out of Trust
1433
1434 Engagement Letter
1435 Documents Prepared
1436 Fixed Fee or Hourly?
1437 Fixed Fee for Will/Trust
1438 Fixed Fee for Other Doc'ts
1439 Fixed Fee Copy Charges
1440 Cost Per Page
1441 Total Cost
1442 Hourly Fees
1443 Bottom Range
1444 Top Range
1445 Initial Deposit
1446 Interest on Unpaid Bills
1447 Billing Time Interval
1448 Billing Time Interval Spec'd
1449 Minimum Daily Interval
1450
1451 Disengagement Letter
1452 Scope of Engagement
1453 Scope: Other Specified
1454 Current Status
1455
1456 Estate Planning Questionnaire
1457 Meeting Scheduled
1458 Date and Time of Meeting
1459
1460 Sending Documents Letter
1461 Documents Included
1462 Other (Q REPEATS)
1463 Other Document
1464 Estate Tax Planning
1465
1466
1467 Use Clause Bank?
1468 CPI Adjustment Clause
1469 Initial Index Event
1470 No Reduction
1471 Oral Trust Confirmation
1472 Name of Trust
1473 Date of Trust
1474 Name of Trustee(s)
1475 Number of Trustees
1476 EST Long Form: No FT and MT
Copyright (c) 2012 Lawgic, LLC, a Florida limited liability company (“Lawgic”). All Rights Reserved. Lawgic and Intelligent Legal Technology are registered trademarks of Lawgic, LLC.