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