Wills, Trusts and Estate Planning Forms

2006 Version

This compact disc is designed for use with The Wills, Trusts and Estate Planning Handbook, 4th Edition, 2006. The estate-planning documents contained in this CD are identical to the model documents contained in the Handbook. The documents contained in this CD are provided in both Word Perfect and Microsoft Word formats and may be used with any version of Windows.

26 Documents Included:

• Model Estate Planning Representation Letter
• Limited Power of Attorney
• General Power of Attorney
• General (Durable) Power of Attorney
• General (Springing) Power of Attorney
• Separate Written Statement Disposing of Tangible Personal Property
• Instructions for Separate Written Statement Disposing of Tangible Personal Property
• Joint Will by Husband and Wife
• Simple Will with Contingent Trust for Married Person with Minor Children
• Simple Will for Married Person with Grown Children
• Simple Will for Married Person with No Children
• Simple Will for Married Person Containing Outright Martial Deduction Gift
• Simple Will for Unmarried Person With Children
• Simple Will for Unmarried Person With No Children
• Pour-Over Will for Use with Inter Vivos Trust
• Miscellaneous Will Provisions
• Complex Will with Marital Deduction Estate Trust and Family By-Pass Trust
• Disclaimer Will with Family By-Pass Trust
• Codicil to Will
• Revocable Trust Agreement Containing Marital Power of Appointment Trust and Family By-Pass Trust
• Irrevocable Trust Agreement Containing QTIP Spousal Trust and Children's Trust with "Crummey" Withdrawal Powers
• Sample Provisions for Qualified Domestic Trust
• Revocable Family Trust Without Marital Deduction
• Section 2503(c) Trust for Minor
• Living Will
• Instructions for Use and Understanding of Living Will
• Durable Power of Attorney for Health Care
• HIPAA Release