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