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