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000 Title Page
001 Select An Activity
002 Wills
003 Trusts
004 Drafting for Same-sex couple?
005 DPAs and Related Doc'ts
006 DPA Format
007 DPA Provisions Included
008 Revoke All Prior DPAs?
009 Include Explanation Page?
010 Ancillary Documents
011 Assignment Specified
012 Crummey Notices Specified
013 Letters
014 Type of Word Processor
015 Type of Questionnaire
016 Worksheet Includes
017 Template Assistant
018 User Profile Includes
019 How To
020 Add Names/Info to Scratch Pad
021 Include Article Reviews?
022
023 Client Information
024 Client Married?
025 Client Identity/Gender
026 Same-sex: Gender of Couple
027 Same-sex: Refer to Spouse As
028 Refer to as Widow/Widower?
029 Deceased Spouse
030
031 Male or Spouse 1 Full Name
032 First
033 Middle
034 Last
035 Also Known As
036 Refer to As
037 U.S. Citizen
038 Male or Spouse 1 SSN
039 1st 3 Digits
040 2nd 2 Digits
041 Last 4 Digits
042
043 Female or Spouse 2 Full Name
044 First
045 Middle
046 Last
047 Also Known As
048 Refer to As
049 U.S. Citizen
050 Female or Spouse 2 SSN
051 1st 3 Digits
052 2nd 2 Digits
053 Last 4 Digits
054
055 Client Address
056 Street
057 City
058 State
059 County
060 Zip Code
061 Telephone
062
063 Children
064 Unmarried Client: Children?
065 Married Client: Children?
066 Treat Spouse Children as Own?
067 Current Marriage (Q REPEATS)
068 Child Info
069 Name
070 Date of Birth
071 Gender
072 Male or Spouse 1 Children (Q REPEATS)
073 Child Info
074 Name
075 Date of Birth
076 Gender
077 Children Are From Prior Marriage
078 Female or Spouse 2 Children (Q REPEATS
079 Child Info
080 Name
081 Date of Birth
082 Gender
083 Children Are From Prior Marriage
084 Disinheriting Children?
085 Disinherit Whom?
086 Disinherit Issue of Child?
087
088 Single Beneficiary Trust
089 Beneficiary
090 Name
091 Gender
092 Relationship
093 Refer to As
094
095 References
096 Refer to Grantor As
097 First/Third Person
098 Neutral H/W Pronouns
099 Refer to Trust Document As
100 Refer to Trustee(s) As
101 Refer to Cotrustee As
102 Refer to Will As
103 Refer to Personal Rep(s) As
104 Style of Names
105 Numbers
106 Internal Revenue Code
107 Articles
108
109 Family
110 Include Statement Citizenship?
111 Include Children Birthdates?
112 Children Include Afterborns?
113 Define Descendants
114 Limit Spouse Children to Named?
115 Edit Family Description?
116 Custom Family Description
117 Review: Family
118
119 Will
120 POW: Trust Status
121 POW: Trust Executed Same Date
122 Recipient if No Gift to Trust
123
124 Cremation of Bodily Remains
125 Organ Donation
126 Disposition of Ashes
127 PR Pays Costs
128 Gift of Homestead Real Property
129 Homestead Gift: Specify Other
130 Name
131 Gender
132
133 Trusts
134 Name of Trust
135 Grantor Trust Status
136 Second-to-Die Policies
137 Initial Trustees
138 Trustees (Q REPEATS)
139 Trustees
140 Name
141 Trustee Gender/Entity
142
143 Initial/Annuity Term
144 Term
145 Annuity Payments
146 GRAT: Payment Frequency
147 GRAT: Deferral of Annuity Payments
148 Annuity Calculation Method
149 Annuity Percentage
150 Annuity Formula
151 Annual % Increase in Annuity
152 GRAT: Add Custom Provision?
153 Custom Provision
154 Section Heading
155 Custom Text
156 Review: GRAT Admin During Term
157
158 Transfers to Trust
159 Initial Transfer to Trust
160 Payment Schedule Uses Dollars
161 Dollar Amount Transferred
162 Describe Transferred Assets
163 Joint Trust: Community Property
164 Crummey Powers
165 Review: Transfers to Trust
166
167 Reserved Rights
168 Amendment by Agent
169 Communication of Writing
170 Suspension: Private Decision
171 Specify Others (Q REPEATS)
172 Specify Others
173 Name
174 Type
175 Spouse Disabled
176 Suspension: Medical Opinion
177 Specified Doctors
178 Reserved Rights: Add Custom Provisio
179 Custom Provision
180 Section Heading
181 Custom Text
182 Review: Reserved Rights
183
184 Payments During Lifetime
185 Pay to Others on Incapacity
186 Best Interests Distributions
187 Gifts by Trustees
188 Gifts to Others (Q REPEATS)
189 Trustee Gifts to Others
190 Name
191 Gender
192 Allow Gifts to Spouses
193 Limit Gifts to Exclusion Amt?
194 Require Class Equality?
195 Pay Charitable Pledges?
196 Avoid Nursing Home
197 Payments Dur Life: Add Custom Provis
198 Custom Provision
199 Section Heading
200 Custom Text
201 Review: Payments During Lifetime
202
203 ILIT/IDIT Admin During Lifetime
204 Structure During Lifetime
205 Spouse is Income Beneficiary
206 Power to Terminate Trust
207 Power to Terminate: Other
208 Name
209 Gender
210 Appoint to Whom
211 Limit Spouse Appointees
212 Appoint to Existing Trust
213 ILIT During Life: Add Custom Provisi
214 Custom Provision
215 Section Heading
216 Custom Text
217 Review: Admin During Lifetime
218
219 QPRT Admin During Term
220 Mortgage Payments
221 Payment of Expenses
222 QPRT During Term: Add Custom Provisi
223 Custom Provision
224 Section Heading
225 Custom Text
226 Review: QPRT Admin During Term
227
228 ILIT/IDIT Admin After Death/Term
229 Balance of Estate
230 Inclusion Provision
231 Create Marital Trust?
232 ILIT After Death: Add Custom Provisi
233 Custom Provision
234 Section Heading
235 Custom Text
236 Review: ILIT/IDIT Admin After Death
237 GRAT/QPRT Admin After Death/Term
238 Grantor Power of Appointment
239 Receptacle Trust
240 Receptacle Trust Info
241 Name
242 Date
243 Other Distribution
244 Specify Distribution at End of Ter
245 Distribution on Death
246 Option to Lease
247 Option to Lease: Term
248 Lease: Include Spouse/Other?
249 Name of Alternate Lessee
250 GRAT After Death: Add Custom Provisi
251 Custom Provision
252 Section Heading
253 Custom Text
254 QPRT After Death: Add Custom Provisi
255 Custom Provision
256 Section Heading
257 Custom Text
258 Review: GRAT/QPRT End of Term
259
260 Specific Gifts
261 Tangible Personal Property
262 TPP (Q REPEATS)
263 Tangible Personal Property
264 Item
265 Recipient Name
266 Gender or Type
267 Require Recipient Survival?
268 Alternate Disposition
269 Which Document
270 TPP Only if Surviving Spouse?
271 TPP Joint Whose Death
272
273 Will: TPP Provisions
274 List of TPP?
275 Limit List for TPP
276 Amount
277 Conflict Between Lists
278 List: Limit Months After Death
279 Remaining TPP to Spouse
280 Remaining TPP
281 TPP Recipient Specified
282 Special Terms
283
284 Specific Gifts
285 Gifts of Cash (Q REPEATS)
286 Specific Gifts of Cash
287 Recipient Name
288 Amount
289 Gender or Type
290 Only if Surviving Spouse?
291 Joint Whose Death
292 Treat As Gift to Spouse?
293 Group Gift
294 Require Recipient Survival?
295 Specify Further Terms?
296 Further Terms
297
298 Gifts of Stock (Q REPEATS)
299 Description of Gift
300 Company Name
301 Number of Shares
302 Recipient Name
303 Gender or Type
304 More Than 2 Recipients?
305 Only if Surviving Spouse?
306 Joint Whose Death
307 Require Recipient Survival?
308
309 Real Property (Q REPEATS)
310 Description of Gift
311 Description
312 Type of Description
313 County
314 State
315 Recipient Name
316 Gender or Type
317 Require Recipient Survival?
318 Include Furnishings?
319 Only if Surviving Spouse?
320 Joint Whose Death
321
322 Other Gift (Q REPEATS)
323 Heading
324 Text
325 Only if Surviving Spouse?
326
327 Exercise Power of Appointment
328 Exercise Power of Appointment
329 Power of Appointment (Q REPEATS)
330 Source of Power of Appointment
331 Beneficiary Information
332 Recipient
333 Gender
334 Require Survival?
335 Which Document
336
337 Distributions After Death
338 Marital Gift
339 Marital Gift Share
340 Tax Formula for Marital Gift
341 Specific Gift of IRD to Spouse?
342 Balance of Estate
343 Optimum or Pay Tax Formula
344 Pay Tax Formula Amount
345 Marital Gift Outright or Trust
346 No Spouse: Balance of Estate
347 Disclaimed Amounts to Family Trust
348 Outright Gift to Spouse?
349 Outright Gift Described
350 Minimum Marital Gift
351 Minimum Marital Gift Options
352 Amount Specified
353 Percentage Specified
354 QTIP: Include Clayton Clause?
355 Elective Share Trust
356 Payment of Income
357 Distribution of Principal
358 Distribution at Death
359 Specify Other
360 Balance: Specify Other
361 Name
362 Gender
363 Balance: Alternate Disposition
364 Others Specified
365
366 No Spouse or at SS death: Allocate GST
367
368 GST Exempt Trust
369 Existing GST Trust
370 Name
371 Date
372 Limit Amount of GST Exempt Trust?
373 Limit GST Exempt Trust Options
374 Amount Specified
375 Percentage Specified
376 Equalizing Gift?
377 Form of Equalizing Gift
378
379 Distrib Aft Death: Add Custom Provisio
380 Custom Provision
381 Section Heading
382 Custom Text
383 Review: Distributions After Death
384
385 Family Trust
386 Refer to Family Trust As
387 Trust Name Specified
388
389 During Spouse's Lifetime
390 Income to Spouse Required
391 Discretionary Distributions
392 Best Interests Distributions
393 Limit Distributions if Marital Trust
394 Distributions If Remarried
395 Five and Five Power
396 Five and Five Terms
397 Dollar Limit
398 Percentage Limit
399 15 Month Delay?
400 Long Form: Greater of $ or % Lim
401 Use of Residence by Spouse
402 Spouse Consent for Sale
403 Limit New Residence to Proceeds
404 Include Special Power of Appointment
405 Special Power of Appointment
406 Special PA Beneficiaries
407 Others (Q REPEATS)
408 Special PA Others
409 Name
410 Gender
411
412 Pot Trust
413 Age for Termination
414 Educational Pot Trust
415 Incl Children of Deceased Children
416 Best Interests Distributions
417 Use of Residence by Children
418 Limit New Residence to Proceeds
419 Amount of Pot Trust
420 Suspension of Interests
421 Limit Emergency Payments?
422 Determine Beneficiaries at Time?
423
424 Distribute or Divide Trust
425 Division
426 Same Terms for All
427 Alt Distribution to Spouse
428 Distribution
429 Distribution if No Descendants
430 Pourover to What Trust
431 Creator of Trust
432 Name of Trust
433 Same Date?
434 Date of Recipient Trust
435 Spouse Family Trust Under
436 As Amended?
437 Which Trustees Administer
438 Named Persons and Charities
439 Named Persons (Q REPEATS)
440 Named Persons
441 Name
442 Type
443 Amount
444 Charity: For General Purposes
445 Charity: Provision If Not Exempt
446 Named Persons: Form of Dist
447 Named Person: Refer to As
448 Named Persons: If Not Survive
449 Named Persons: Specify Other
450 Specify Other
451 Family Trust: Add Custom Provision?
452 Custom Provision
453 Section Heading
454 Custom Text
455 Review: Administration Family Trust
456
457 Marital Trust
458 Refer to Marital Trust As
459 Trust Name Specified
460
461 Administration
462 Payment of Income
463 Accrued Income at Death
464 Earned Income Not Withdrawn
465 Distribution of Principal
466 Best Interests Distributions
467 QTIP: Withdrawal of Principal
468 General Power of Appointment
469 QTIP: GPA to Creditors
470 Special Power of Appointment
471 Special PA Beneficiaries
472 Others (Q REPEATS)
473 Special PA Others
474 Name
475 Gender
476 Five and Five Power
477 Five and Five Terms
478 Dollar Limit
479 Percentage Limit
480 15 Month Delay?
481 Long Form: Greater of $ or % Lim
482 Disclaimed: Treat Differently
483 Specify Treatment
484 Marital Trust: Add Custom Provision?
485 Custom Provision
486 Section Heading
487 Custom Text
488 Review: Administration Marital Trust
489
490 Funding and Qualification
491 Valuation of Assets
492 Payment of Estate Taxes
493 Retirement Plans
494 QDOT: Security Provisions
495 Review: Fund/Qual Marital Trust
496
497 GRAT/QPRT: Terms
498 Inter Vivos GPA to Spouse
499 Review: Terms of Marital Trust
500
501 GST Exempt Trust
502 Spouse is Beneficiary?
503 Income to Spouse Required
504 Discretionary Distributions
505 Limit Distributions if Marital Trust
506 Distributions If Remarried
507
508 Pot Trust
509 Best Interests Distributions
510 Income Payments
511 Income Payments Age Spec'd
512 Payments to Family
513 Remaining Income
514 Additional Payments to Family
515 Principal Distributions
516 Discretionary Distribution Events
517 Equal Principal Distributions?
518 Equal Distributions Info
519 Initial Age
520 Years Between Distributions
521 Number of Distributions
522 Unequal Distributions (Q REPEATS)
523 Unequal Distributions Info
524 Age
525 Amount
526 Cumulative Total Amount
527 Require Minimum Interval?
528 Five and Five Power
529 Five and Five Terms
530 Dollar Limit
531 Percentage Limit
532 15 Month Delay?
533 Long Form: Greater of $ or % Limit
534 Special Power of Appointment
535 Special PA Beneficiaries
536 Others (Q REPEATS)
537 Special PA Others
538 Name
539 Gender
540 Further Distribution
541 Dynasty Trust
542 Terminate on Whose Death
543 Alternative Distribution to Spouse
544 Alternative Distribution
545 Charity Name
546 For General Purposes
547 Specify Alternative Distribution
548 GST Exempt Trust: Add Custom Provision
549 Custom Provision
550 Section Heading
551 Custom Text
552 Review: GST Exempt Trust
553
554 Treat Children Differently
555 Treat Children Differently?
556 Specify Different Treatment
557 Distributions to Children (Q REPEATS
558 Child Name
559 Child Gender
560 Child's Share
561 Outright or in Trust?
562 Different Trust Terms?
563
564 Trusts for Children
565 Best Interests Distributions
566 Income Payments
567 Income Payments Age Spec'd
568 Payments to Family
569 Remaining Income
570 Additional Payments to Family
571 Principal Distributions
572 Discretionary Distribution Events
573 Equal Principal Distributions?
574 Equal Distributions Info
575 Initial Age
576 Years Between Distributions
577 Number of Distributions
578 Unequal Distributions (Q REPEATS)
579 Unequal Distributions Info
580 Age
581 Amount
582 Cumulative Total Amount
583 Require Minimum Interval?
584 Five and Five Power
585 Five and Five Terms
586 Dollar Limit
587 Percentage Limit
588 15 Month Delay?
589 Long Form: Greater of $ or % Limit
590 General Power of Appointment
591 GPA: Trust for Minors
592 Special Power of Appointment
593 Special PA Beneficiaries
594 Others (Q REPEATS)
595 Special PA Others
596 Name
597 Gender
598 Further Distribution
599 Dynasty Trust
600 Terminate on Whose Death
601 Alternative Distribution to Spouse
602 Alternative Distribution
603 Charity Name
604 For General Purposes
605 Specify Alternative Distribution
606 Tr for Children: Add Custom Provision?
607 Custom Provision
608 Section Heading
609 Custom Text
610 Review: Trusts for Children
611
612 Trusts for Descendants
613 Same Terms as GST Exempt?
614 Best Interests Distributions
615 Income Payments
616 Income Payments Age Spec'd
617 Payments to Family
618 Remaining Income
619 Additional Payments to Family
620 Principal Distributions
621 Discretionary Distribution Events
622 Equal Principal Distributions?
623 Equal Distributions Info
624 Initial Age
625 Years Between Distributions
626 Number of Distributions
627 Unequal Distributions (Q REPEATS)
628 Unequal Distributions Info
629 Age
630 Amount
631 Cumulative Total Amount
632 Require Minimum Interval?
633 Five and Five Power
634 Five and Five Terms
635 Dollar Limit
636 Percentage Limit
637 15 Month Delay?
638 Long Form: Greater of $ or % Limit
639 General Power of Appointment
640 GPA: Grandchild's Trust
641 Special Power of Appointment
642 Special PA Beneficiaries
643 Others (Q REPEATS)
644 Special PA Others
645 Name
646 Gender
647 Further Distribution
648 Alternative Distribution to Spouse
649 Alternative Distribution
650 Charity Name
651 For General Purposes
652 Specify Alternative Distribution
653 Tr for Desc'ts: Add Custom Provision?
654 Custom Provision
655 Section Heading
656 Custom Text
657 Review: Trusts for Descendants
658
659 Special Trusts
660 Special Trusts
661 Trust Terms (Q REPEATS)
662 Beneficiary
663 Name
664 Gender
665 Refer to As
666 Type of Trust
667 Residuary Beneficiary
668 Ind Trustee Distributions
669 GPA to Creditors?
670 Trustees Terminate Trust
671 Special Trusts: Add Custom Provisi
672 Custom Provision
673 Section Heading
674 Custom Text
675 Review: Special Trusts
676
677
678 Grantor Trust Powers
679 Continue Grantor Trust Status
680 Spouse Grantor Trust Powers
681 Right to Add Beneficiaries
682 Add'l Benes Incl Spouses
683 Who Directs Loans to Grantor
684 Powerholder to Direct Loans
685 Name
686 Gender
687 Review: Grantor Trust Powers
688
689 Optional Provisions
690 Optional Provisions
691 Termination of Marriage
692
693 Standby Trust
694 Age for Standby Trust
695 Exclude Power of Appt Assets
696 Include Disability
697 Ind Trustee Distributions
698 Remaining Trust Assets
699 Other Specified
700 Review: Standby Trust
701
702 Substance Abuse
703 Trustee Approves Treatment?
704 Resumption of Distributions
705 Review: Substance Abuse
706
707 Post-Death Trustees
708 Required Trustees
709 Independent Trustee Name
710 Number of Family Trustees
711 Family Trustees (Q REPEATS)
712 Name
713 Prohibit Specific Trustee?
714 Prohibited Family Trustee
715 Minimum # of Trustees
716 Require Corp/Ind Trustee
717 Effective
718
719 Separate Trustees for Trusts
720 Other Trustees
721 Spouse as Trustee
722 Spouse Designated Trustee
723 Trustees (Q REPEATS)
724 Trustee Info
725 Name
726 Type
727 Minimum # Trustees w/ Spouse
728 Require Corp/Ind Trustee
729 Remaining Trustees Serve Alone
730 Name First Successor
731 First Successor Trustee
732 Name
733 Type
734 Second Successor Trustee
735
736 Trustees of Marital Trust
737 Spouse as Trustee
738 Spouse Designated Trustee
739 Trustees (Q REPEATS)
740 Trustee Info
741 Name
742 Type
743 Minimum # Trustees w/ Spouse
744 Require Corp/Ind Trustee
745 Remaining Trustees Serve Alone
746 Name First Successor
747 First Successor Trustee
748 Name
749 Type
750 Second Successor Trustee
751
752 Trustees of Family Trust
753 Spouse as Trustee
754 Spouse Designated Trustee
755 Trustees (Q REPEATS)
756 Trustee Info
757 Name
758 Type
759 Minimum # Trustees w/ Spouse
760 Require Corp/Ind Trustee
761 Remaining Trustees Serve Alone
762 Name First Successor
763 First Successor Trustee
764 Name
765 Type
766 Second Successor Trustee
767
768 Trustees Children's Trusts
769 Beneficiary as Trustee
770 Age for Beneficiary Trustee
771 Designated Trustee
772 Trustees (Q REPEATS)
773 Trustee Info
774 Name
775 Type
776 Minimum # Trustees w/ Beneficiary
777 Require Corp/Ind Trustee
778 Remaining Trustees Serve Alone
779 Name First Successor
780 First Successor Trustee
781 Name
782 Type
783 Second Successor Trustee
784
785 Trustees for Descendants
786 Beneficiary as Trustee
787 Age for Beneficiary Trustee
788 Designated Trustee
789 Trustees (Q REPEATS)
790 Trustee Info
791 Name
792 Type
793 Minimum # Trustees w/ Beneficiary
794 Require Corp/Ind Trustee
795 Remaining Trustees Serve Alone
796 Name First Successor
797 First Successor Trustee
798 Name
799 Type
800 Second Successor Trustee
801
802 Specify Other (Q REPEATS)
803 Name of Trust
804 Custom Provision
805 Review: Appointment of Trustees
806
807 Provisions Governing Trustees
808 Spouse Designates Cotrustee
809 Delegation of Authority
810
811 Same Trustee for Disability or Death
812 Disability Trustees (Q REPEATS)
813 Disability Trustees
814 Name
815 Type
816 Trustee Names Successor
817 Specify How Name Successor
818 Specify Succession
819
820 Advisors or Committee
821 Spouse Initial Advisor?
822 Advisors (Q REPEATS)
823 Name
824 Special Advisor?
825 Who Approves Advisors?
826 Advisor Powers
827 Include Remainder Benes
828 Advisor Compensation
829 Charge Fees to Income/Principal
830 Effective
831
832 Selecting Additional Trustees
833 List Successor Trustees (Q REPEATS)
834 Name of Successor Trustee
835 List Successor Trustee Type
836 Name of Corp/Ind Trustee
837 Type of Independent Trustee
838 If List/Corp Trustee Fails
839 List/Corp Fails Specify Other
840 IRT: Grantor Names Successor Trustee
841 Departing Trustee Names Successor
842 Power to Nominate Successors
843 Power to Nominate Co-trustees?
844 Nomination by Spouse/Children
845 Nomination Advisors Unanimous
846 Specify Other (Q REPEATS)
847 Power to Nominate Other
848 Corporate or Independent
849
850 IRT: Grantor's Removal Power
851 Removal of Trustees
852 Who May Remove Trustees
853 Removal by Spouse/Children
854 Advisors Unanimous
855 Specify Other (Q REPEATS)
856 Power to Remove Other
857 Limitations on Removal Power
858 Require Corp/Ind Trustee
859 Subst Abuse # Yrs to Participate
860 Removal Power on Reaching Age
861 Removal Power?
862 Age?
863
864 Majority of Beneficiaries
865 Waive Court Supervision
866 Multiple Trustees Provision
867 Trustees: Add Custom Provision?
868 Custom Provision
869 Section Heading
870 Custom Text
871 Review: Provisions Governing Trustees
872
873 Personal Representatives
874 Spouse as Personal Representative
875 Personal Reps (Q REPEATS)
876 Personal Representative Info
877 Name
878 Type
879 Minimum # PRs w/ Spouse
880 Spouse: Require Corporate PR
881 Minimum # of PRs
882 Require Corporate PR
883 Remaining PRs Serve Alone
884 First Successor PR
885 Name
886 Type
887 Name Additional Successors
888 List Successor PRs (Q REPEATS)
889 Name of Successor PR
890 PR's: Add Custom Provision?
891 Custom Provision
892 Custom Text
893 Review: Appointment of Personal Reps
894 Will: Appointment of Guardians
895 Appointment of Guardians
896 Same Guardian Person/Property
897 Guardian
898 Name
899 Gender
900 Guardian of the Property
901 Name
902 Gender
903 Name Alternate Guardians
904 Alternate Guardian
905 Name
906 Gender
907 Alternate Guardian Property
908 Name
909 Gender
910 Designated Representative
911 Use Designated Representative
912 Specify Son
913 Specify Daughter
914 Specify Other
915 Restrict All Information
916 Appointment
917 Name
918 Gender
919 Right to Name Successors
920 Alternate Appointment of Successors
921 Child Excluded
922 Other Specified
923 Compensation
924 Designated Rep: Add Custom Provision?
925 Custom Provision
926 Section Heading
927 Custom Text
928 Review: Designated Representative
929
930 Will: Joint Accounts
931 Discuss Joint Accounts?
932 Name of Institution
933 Joint Tenants (Q REPEATS)
934 Joint Tenants
935 Name
936 Gender
937 Survivorship Statement
938
939 Include Abatement Provision?
940 Order of Priority
941
942 Withdrawal Powers
943 Use Which Form?
944 Give Spouse Demand Right
945 Demand Beneficiaries
946 Other Beneficiary (Q REPEATS)
947 Other Beneficiary Info
948 Name
949 Type
950 Withdraw From Other Assets
951 Tiered Withdrawal System
952 Withdrawal Amount
953 Require Notice in Writing
954 Lapse of Power
955 SPA to Whom
956 SPA Specify Other
957 Review: Withdrawal Powers
958 Portability Election
959 Make Portability Election
960
961 Survival Provisions
962 Which Spouse Deemed Survivor?
963 For What Purposes?
964 Charge Expenses of Locating?
965 Excess Expenses Specified
966 Predeceased if Not Located?
967 Review: Survival Provisions
968
969 GST Provisions
970 GST Provisions
971 Allocate GST to Direct Skips?
972 Dividing Trusts
973 Allocate to Spouse's Trust
974 Review: GST Provisions
975
976 Expenses and Taxes
977 Expenses and Taxes
978 Only Taxes Attributable to Trust
979 Payment of Estate Taxes
980 Payment of Obligations
981 Expenses Paid From
982 Expenses: Preserve Deductions
983 Prohibit Seeking Reimbursement
984 Exercise PA to Pay Taxes
985 Power of Appointment
986 Apportionment to Specific Gifts
987 Apportioned Gifts
988 Multiple Gifts
989 Multiple Beneficiaries
990 Specific Gifts Described
991 Taxes Paid From
992 Taxes: Preserve Deductions
993 Limit on Estate Taxes Paid
994 Specify Excess Taxes
995 Source of Payment Excess Tax
996 Waive 2207A Recovery?
997 Interest on Tax
998 Payment of Death Benefits to Trustee
999 Expenses/Taxes: Add Custom Provision?
1000 Custom Provision
1001 Section Heading
1002 Custom Text
1003 Review: Expenses and Taxes
1004
1005 Fiduciary Powers
1006 Short Form Powers
1007 Fiduciary Powers Included
1008 Commodities, Options, Futures
1009 Dispose Property Notify Beneficiaries
1010 Fiduciary As Advisor
1011 Distributions Under What Age
1012 Terminate Small Trusts
1013 Specified Value
1014 Allocation to Income and Principal
1015 Cover Agricultural Property
1016 Fiduciary Powers: Add Custom Provision
1017 Custom Provision
1018 Section Heading
1019 Custom Text
1020 Review: Fiduciary Powers
1021
1022 Administration and Construction
1023 Tax Reimbursement
1024 Offset Required Reimbursement
1025 Should Consider Other Resources
1026 Financial Information
1027 Ascertainable Standard
1028 Valuation of Pecuniary Gifts
1029 Pick and Choose Language
1030 Consultation w/ Guardian
1031 Spouses of Beneficiaries Provision
1032 Review: Admin and Construction
1033
1034 Special Business Provisions
1035 Special Business Provisions
1036 Subchapter S Stock
1037 ESBT Election
1038 Forfeit if No QSST Election
1039 Spouse Sole Beneficiary
1040 Child Sole Beneficiary
1041 Beneficiaries of QSST
1042 QSST Failure to Descendants
1043 Management Business Interests
1044 Name of Company
1045 Consent Required for Sale
1046 Retention of Stock
1047 Full Name
1048 Short Name
1049 Review: Special Business Provisions
1050
1051 Savings Clauses
1052 Perpetuities Period
1053 Judicial Modification
1054 Review: Savings Clauses
1055 Qualified Plan Proceeds
1056 Qualified Plan Proceeds
1057 Conduit Trust: Include Spouse?
1058 Review: Qualified Plan Proceeds
1059 Applicable Law; Trust Situs
1060 Determining Trust Situs
1061 Limit Transfer to U.S.
1062 Waive Notice
1063 Notice to Qualified Beneficiaries
1064 Qualified Beneficiary Specified
1065 Review: Applicable Law; Trust Situs
1066
1067 Definitions and Miscellaneous
1068 Corporate Trustee Requirements
1069 Minimum Trust Assets
1070 Expand "Not Related/Subordinate"
1071 Require Experienced Ind Trustee
1072 Exclude issue born to unmarried parent
1073 Per Stirpes
1074 Define Limited SPA?
1075 Children Confirm Disability
1076 Lapsed Gifts Provision
1077 Notices
1078 Only to Affected Trustees
1079 Dispute Resolution
1080 Adoption: Cutoff Age
1081 Incl Adopted Away Grandchildren
1082 Include Acknowledgments
1083 Miscellaneous: Add Custom Provision?
1084 Custom Provision
1085 Section Heading
1086 Custom Text
1087 Review: Miscellaneous Provisions
1088
1089 Custom Provisions
1090 Will: Add Custom Provisions?
1091 Custom Provisions (Q REPEATS)
1092 Custom Provision
1093 Heading
1094 Article/Section
1095 Text
1096 Trust: Add Custom Provisions?
1097 Custom Provisions (Q REPEATS)
1098 Custom Provision
1099 Heading
1100 Article/Section
1101 Text
1102 Review: Custom Provisions
1103
1104 Execution Will/Trust
1105 Date of Trust
1106 Actual Date of Trust
1107 Trust: Place of Execution
1108 City
1109 County
1110 State
1111
1112 Date of Will
1113 Actual Date of Will
1114 Will: Place of Execution
1115 City
1116 County
1117 State
1118
1119 Client Directs Signature
1120 Name of Signor
1121 Client Directs Signature (Joint Trust)
1122 Name of Signor(s)
1123 For Husband or Spouse 1
1124 For Wife or Spouse 2
1125 Number of Witnesses
1126 Names of Witnesses
1127 First Witness
1128 Second Witness
1129 Third Witness
1130 All Personally Known
1131
1132 Options Will/Trust
1133 Cover Page
1134 Synopsis/TOC
1135 Will Footer
1136 Trust Footer
1137 Custom Footer (Q REPEATS)
1138 Line
1139 Custom Footer Location
1140 Location of Footers
1141
1142 Codicil
1143 Number Codicil
1144 Witnesses
1145 Changes to Will (Q REPEATS)
1146 Type of Change
1147 Reference for Change
1148 Text of Change
1149 GRAT Codicil
1150 GRAT Codicil: Date of GRAT
1151 GRAT Codicil: Remaining Annuity Paym
1152 GRAT Codicil: RIT Ref in Pourover
1153 GRAT Codicil: POA Reference in GRAT
1154 GRAT Codicil: Specify Trust Remainde
1155 Execution
1156 Date
1157 City
1158 County
1159 State
1160 Amendment to Trust
1161 Number Amendment
1162 Prior Amendments (Q REPEATS)
1163 Prior Amendment Date
1164 Article: Right of Amendment
1165 Changes to Trust (Q REPEATS)
1166 Type of Change
1167 Reference for Change
1168 Text of Change
1169 Original Trust Third Person
1170 List Assets on Schedule?
1171 Execution
1172 Date
1173 City
1174 County
1175 State
1176
1177 Health Care Surrogate
1178 Short Form
1179 Spouse is Surrogate
1180 Surrogate
1181 Name
1182 Gender
1183 Relationship
1184 Address Line 1
1185 Address Line 2
1186 Telephone
1187 Name Alternate Surrogate
1188 Alt Surrogate (Q REPEATS)
1189 Alternate Surrogate
1190 Name
1191 Gender
1192 Relationship
1193 Address Line 1
1194 Address Line 2
1195 Telephone
1196 Execution
1197 Date
1198 County
1199 State
1200
1201 Declaration Preneed Guardian
1202 Separate Guardians
1203 Name Alternates?
1204 Guardian of the Person Name
1205 Guardian Address
1206 Alternate Guardian Name
1207 Alternate Guardian Address
1208 Guardian of the Property Name
1209 Guardian Property Address
1210 Alt Guardian Property Name
1211 Alt Guardian Property Address
1212 Date of Execution
1213
1214 Durable Power of Attorney
1215 Attorney-in-Fact
1216 Attorney-in-Fact (Q REPEATS)
1217 Attorney-in-Fact Info
1218 Name
1219 Type
1220 Relationship
1221 Multiple Attorneys-in-Fact
1222 AIF's: How To Act
1223 Expand Investment Powers
1224 Qualified Tuition Plan
1225 Beneficiary
1226 Specify Other
1227 Qualified Income Trust
1228 Gifts Made Equally Among Classes?
1229 Embellish Gifts Recipients
1230 Specify Other
1231 Power to Make Gifts
1232 Limit Gifts to Attorney-in-Fact
1233 Include Health Care Power for AIF
1234 HC Agent Identity
1235 HC Agent Identity: Other
1236 HCA Info
1237 Address
1238 Telephone
1239 Suspension of Rights?
1240 Persons to determine Agent's incapac
1241 Name(s)
1242 # of Persons designated
1243 Prohibit Use of Copies
1244 Is this a Military Power of Attorney?
1245 Military Information of Client
1246 Branch of Service
1247 Grade
1248 Contingent on Deployment?
1249 How Will Power Be Acknowledged?
1250 Location of Officer
1251 Specify Expiration Date?
1252 Specify Date
1253 Include Special Instructions?
1254 DPA-Signature Line Format
1255 DPA: Add Custom Provisions?
1256 Custom DPA: Real Property
1257 Custom DPA: Tangible Personal Proper
1258 Custom DPA: Investments
1259 Custom DPA: Financial Matters
1260 Custom DPA: Business and Contracts
1261 Custom DPA: Insurance, Annuities
1262 Custom DPA: Estates, Trusts and Othe
1263 Custom DPA: Claims and Litigation
1264 Custom DPA: Personal and Family Matt
1265 Custom DPA: Gov't Benefits
1266 Custom DPA: Military Provision
1267 Custom DPA: Taxes
1268 Custom DPA: Additional Provisions
1269 Execution
1270 Date
1271 County
1272 State
1273
1274 DPA Escrow Instructions
1275 Actual Date of DPA
1276 Originals
1277 Number of Originals
1278 Number Retained
1279 Date of Letter
1280 Affidavit by Attorney-in-Fact
1281 Name of Attorney-in-Fact
1282 Date of DPA
1283 Execution
1284 Date
1285 County
1286 State
1287 Affidavit by Physician
1288 Name of Physician
1289 Where Licensed?
1290 Execution
1291 Date
1292 County
1293 State
1294
1295 Revocation of DPA
1296 Attorney-in-Fact Identity
1297 Attorney-in-Fact Info
1298 City
1299 State
1300 Date of DPA Being Revoked
1301 Execution
1302 Date
1303 City
1304 County
1305 State
1306
1307 Medical POA for Minor Child
1308 Short or Long Form?
1309 Appointee(s)
1310 Number of Appointees
1311 Minor(s)
1312 Powers Limited?
1313 Unanimity Waived?
1314 Does POA Terminate?
1315 Specify Date
1316 Execution
1317 Date
1318 County
1319 State
1320
1321 Living Will
1322 Short Form
1323 Optional Provisions
1324 Additional Instructions
1325 Spouse is Surrogate?
1326 Child is Surrogate?
1327 Child Surrogate Name
1328 Surrogate
1329 Name
1330 Type
1331 Relationship
1332 Name Alternate Surrogate?
1333 Alternate Surrogate Name
1334 Primary Physician
1335 Name
1336 Telephone Number
1337 Execution
1338 Date
1339 County
1340 State
1341 HIPAA Authorization
1342 Designate Agents
1343 Specify Agent
1344 Date and Place of Signing
1345 County
1346 Date
1347
1348 Assignment
1349 Custom Assignment
1350 Stock Transfer Info
1351 Recipient
1352 Company Name
1353 Number of Shares
1354 Certificate Number
1355 Transfer Agent
1356 Execution Date
1357
1358 Certificate of Trust
1359 Trust Name
1360 Grantor(s)
1361 Trustee
1362 Trustee's Address
1363 How many Trustees?
1364 How Many Trustee Signatures Required
1365 Delegation of powers
1366 Is Trust Revocable or Irrevocable?
1367 Who May Revoke
1368 Specify Other
1369 Schedule Successor Trustees
1370 Date of Execution
1371 Amendments
1372 Actual Date of Amendment
1373
1374
1375 Execution
1376 Execution Date
1377 Execution County
1378
1379 Crummey Notices
1380 Beneficiaries (Q REPEATS)
1381 Beneficiary Info
1382 Name
1383 Gender
1384 Guardian
1385 Withdrawal Amount
1386 Date of Transfer
1387 Initial Contribution
1388 Cash Surrender Value
1389 New Policy Info
1390 Policy Issuer
1391 Policy Number
1392 Survivorship Policy?
1393 Article Number
1394 Premium Payable
1395 Payment Period
1396 Next Payment Date
1397 Signing Trustee
1398 Return To Whom?
1399 Trustee Address
1400 Date of Notice
1401 Include Trustee Signature?
1402
1403 Delegation of Trustee Powers
1404 Current Trustees Initial
1405 Current Trustees
1406 Other Trustee (Q REPEATS)
1407 Other Trustee Name
1408 Delegate Powers to Whom?
1409 Signature Dates
1410 Delegators
1411 Delegatee
1412
1413 Resignation of Trustee
1414 Resigning Trustee
1415 Resigning Trustee Name
1416 Date of Original Appointment
1417 Date of Resignation
1418 Successor Appointed
1419 Name of Successor
1420 Successor Serves Alone?
1421 Date of Successor Acceptance
1422 Requested Resignation
1423 Appointed by Beneficiaries
1424 Beneficiary Names (Q REPEATS)
1425 Beneficiary
1426 Date of Appointment by Benes
1427 Article for Beneficiaries' Notice
1428
1429 Trust Transfer Deed
1430 Trustee Mailing Address
1431 Legal Description
1432 County of Property
1433 Execution
1434 Date of Execution
1435 County of Execution
1436 Enhanced Life Estate Deed
1437 Remainder Beneficiary (Q REPEATS)
1438 Info
1439 Name
1440 Mailing Address
1441 Homestead Property?
1442 How Hold Title?
1443 Legal Description
1444 County of Property
1445 Execution
1446 Date of Execution
1447 County of Execution
1448
1449 Attorney Information
1450 Name
1451 Law Firm
1452 Street
1453 Street (Line 2)
1454 City
1455 State
1456 Zip Code
1457 Telephone
1458 Email
1459
1460 Witness Information
1461 First Witness Info
1462 Address Line 1
1463 Address Line 2
1464 Telephone
1465 Second Witness Info
1466 Address Line 1
1467 Address Line 2
1468 Telephone
1469
1470 Letters
1471 Date
1472 Language: Singular/Plural
1473 Letterhead
1474 Addressee
1475 Salutation
1476 Closing
1477
1478 Custom Letter
1479 Body of Letter
1480 Enclosures
1481
1482 Funding Instructions Letter
1483 Enclosing Bill
1484 Keep TPP Out of Trust
1485
1486 Engagement Letter
1487 Documents Prepared
1488 Fixed Fee or Hourly?
1489 Fixed Fee for Will/Trust
1490 Fixed Fee for Other Doc'ts
1491 Fixed Fee Copy Charges
1492 Cost Per Page
1493 Total Cost
1494 Hourly Fees
1495 Bottom Range
1496 Top Range
1497 Initial Deposit
1498 Interest on Unpaid Bills
1499 Billing Time Interval
1500 Billing Time Interval Spec'd
1501 Minimum Daily Interval
1502
1503 Disengagement Letter
1504 Scope of Engagement
1505 Scope: Other Specified
1506 Current Status
1507
1508 Estate Planning Questionnaire
1509 Meeting Scheduled
1510 Date and Time of Meeting
1511
1512 Sending Documents Letter
1513 Documents Included
1514 Other (Q REPEATS)
1515 Other Document
1516 Estate Tax Planning
1517
1518
1519 Clause Bank
1520 CPI: Initial Index Event
1521 CPI: No Reduction
1522 Oral Trust: Name
1523 Oral Trust: Date
1524 Oral Trust: Name of Trustee(s)
1525 Oral Trust: Number of Trustees
1526 Pet Trust Info
1527 Pet Trust: Pet Names
1528 Pet Trust: More than 1 Pet?
1529 Pet Trust: Pet Gender
1530 Pet Trust: Type of Gift
1531 Pet Trust: Gift Amount
1532 Pet Trust: Initial Custodian
1533 Pet Trust: Successor Custodian
1534 Pet Trust: Prohibit Early Termination?
1535 Pet Trust: Distribution
1536 Pet Trust: Substitute Final Distributi
1537 Pet Trust: Specify
1538 EST Long Form: No FT and MT
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