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