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Client Meeting Forms & Documents

Estate Planning Attorneys have a number of forms developed in the estate planning process.  Below is a list of actual internal forms developed for and used by Mr. Kavesh’s law firm, Kavesh, Minor & Otis, Inc.  By popular demand, these forms are now available for others to license and use them in their own practice. All forms are instantly downloadable upon purchase.

BUNDLE PACKAGE OF ALL CLIENT MEETING FORMS (BEST VALUE!)
Get all of our Client Meeting Forms (listed individually below) for just one payment of just $399 (over $250 savings). This product is delivered via downloadable zip file with all forms and instructions for immediate use following completion of your order.

$399


Initial Client Meeting Forms - Estate Planning

Initial Client Meeting Forms - Estate & Trust Administration

Financial Advisor Referral Forms

Miscellaneous Living Trust Forms

Miscellaneous IRA Inheritance Trust® Forms

Seminar Forms


INITIAL CLIENT MEETING FORMS - ESTATE PLANNING
These forms are used when the estate planning attorney meets with a prospect or client to move forward with basic Estate Planning.  These forms are also featured in our complete Initial Client Interview & Closing Tips Package, which includes tips on holding the first meeting, getting more clients and prospects to move forward and instructions for the implementation of these forms.

Form Description Price  

Client Questionnaires
Description: Client Questionnaires for clients and prospective clients drafting a Living Trust for the first time or who already have an existing Living Trust.

$29.99

Client Agreement to the Presence of Others at Meeting
Description: A waiver of liability for the request of third-parties to be present at the client or prospective client's meeting, such as a client's child or other advisor.

$19.99

Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form
Description: Disclosure of representation of other family members and friends, plus a disclosure to husband and wife clients of potential conflict of interest.

$19.99

Engagement Letter
Description: Engagement form authorizing the legal representation of a client, laying out the date of completion, payment due upon signature and payment due upon the signing of the client's estate planning documents.

$19.99

Acknowledgement of Information Given
Description: Form releasing liability of you and your law firm should a client or prospective client decide not to move forward with all or part of your planning recommendations. 

$19.99

Checklist for Reviewing Another Attorney's Trust
Description: An internal checklist used when reviewing a prospective client's existing Living Trust drafted by another law firm.

$19.99

Divorce Checklist
Description: An internal checklist of estate planning issues to be considered when a client is current undergoing a divorce. (NOTE: This form was developed under CA law and may need to be modified to apply to your particular state's laws and regulations)

$19.99

 


INITIAL CLIENT MEETING FORMS - ESTATE & TRUST ADMINISTRATION
These forms are used when the estate planning attorney meets with a prospect or client for an Estate & Trust Administration. 

Form Description Price  

Fee Agreement
Description: This is an agreement to the fees in order to represent a client with respect to an Estate Administration.

$19.99

Acknowledgement of Information Given
Description: Form releasing liability of you and your law firm should a client or prospective client decide not to move forward with all or part of your planning recommendations.

$19.99

Client Agreement to Presence of Others at Meeting
Description: A waiver of liability for the request of third-parties to be present at the client or prospective client's meeting, such as a client's child or other advisor.

$19.99

Acknowledgement of Information Given for Portability
Description: Acknowledgement that client has decided not to fund an Exemption Trust and opting not to use the deceased spouse's full exemption amount.

$19.99

Estate Administration Disclosure
Description: This is a disclosure that states the fee to you and your law firm is due regardless if the beneficiaries agree to the legal fees and regardless if the IRS does not allow the legal fees to be deducted from the federal estate tax return and/or income tax return.  Additionally, the disclosure goes over what services the engagement does not include, such as income tax planning and IRS audit.

$19.99

Acknowledgement of Information Given for Trustee Notification
Description: This is an acknowledgement that the Trustee has been advised of his or her duty as Trustee to contact the trust beneficiaries and provide all beneficiaries with a copy of the Living Trust.  It holds you and your law firm harmless should a beneficiary bring some kind of action due to the failure of such duties.

$19.99

Co-Trustee Potential Conflict of Interest Disclosure & Consent
Description: This form is for estates with multiple Trustees and discloses to Co-Trustees of the disadvantages of joint representation, including a conflict of interest.  It states that you may terminate representation should such a conflict of interest arise and that regardless if representation is terminated, your fee for legal services rendered is still due to you.

$19.99

Trustee Duties Upon Trust Funding Acknowledgement
Description: This is an acknowledgement to a Trustee of an Estate Administration upon funding of the trust of his or her duties as Trustee, including advisement to seek out the assistance of a CPA or tax preparer to prepare trust tax returns, to avoid comingling trust funds with personal funds and to consult the Successor Trustee Manual.

$19.99

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts
Description: This is a checklist to be used in the post-death administration process of an IRA Inheritance Trust® (or a standalone IRA Beneficiary Trust).  This helps make sure that you know what tasks need to be done by certain deadlines following the death of the Trustor.  (NOTE: This is the same checklist as the one listed under Miscellaneous IRA Inheritance Trust® Forms)

$49.99

 


FINANCIAL ADVISOR REFERRAL FORMS
These forms are used when the estate planning attorney refers a client to an affiliated financial advisor.  These forms are also featured in our complete Developing Successful Referral Relationships Package, which includes tips on developing successful relationships and instructions for the implementation of these forms.

Form Description Price  

Client Permission Slip
Description: This permission slip is signed by the client, authorizing the disclosure of what is otherwise considered confidential between attorneys and clients.  It also is used to identify the areas of financial advising need for the client.

$19.99

Consumer Rights Disclosure
Description: This disclosure is given to clients to disclose the nature of the referral relationship between estate planning attorney and affiliated financial advisor (as well as of counsel attorneys).  This disclosure is required by many jurisdictions and helps make a legal and ethical referral of a client between advisors.

$19.99

Client Financial Assessment Questionnaire
Description: Simple 1-page questionnaire given to clients or prospective clients while waiting in the lobby for their estate planning meeting.  This questionnaire helps identify areas of need to meet with an affiliated financial advisor and helps make the financial advisor referral easier and more successful.

$19.99

 


MISCELLANEOUS LIVING TRUST FORMS
These are adjunct documents or forms for the Living Trust.  These forms do not include the actual Living Trust document itself.  These forms and the Living Trust form can be purchased in our complete Ultimate Living Trust Legal Document Form & Training Package.  These forms are intended for used by licensed estate planning attorneys and are not intended for use by any other professionals or by consumers. 

Form Description Price  

Living Trust Client Intake Form
Description: This is an internal form utilized when meeting with a prospective client to design their estate plan and will be followed when the plan goes to word processing for drafting.

$19.99

Inserts for the Living Trust Owner's Manual
Description: These are handouts utilized to assemble the complete Living Trust Owner's Manual (or binder), including section coverpages, Location Lists, pages for important contact information, specific directions from the client to the Trustee, a Review Checklist and much more!

$29.99

Full Color Living Trust Color Flow Charts
Description: Married and Single Living Trust flow charts, which are a great visual diagram to summarize the distribution and planning structure of your client's estate plan.

$19.99

Trust Identification Cards
Description: This is a template for business card-sized Trust ID cards that you laminate and provide to clients to keep with them for easy and quick access while at banks, escrow companies and other financial institutions to ensure the proper titling of assets into the name of their Living Trust.

$9.99

Living Trust Drafting Notes Summary Page
Description: This is an internal form used within a client's estate planning file to help summarize the most recent planning design done for them, so at any point you can pull a client's file and easily see all that you need to know about a client's estate plan.

$9.99

 


MISCELLANEOUS IRA INHERITANCE TRUST® FORMS
These are adjunct documents or forms for the IRA Inheritance Trust®.  These forms do not include the actual IRA Inheritance Trust® trust document itself.  These forms and the IRA Inheritance Trust® trust form can be purchased in our complete IRA Inheritance Trust® Legal Document Form & Training Package.  These forms are intended for used by licensed estate planning attorneys and are not intended for use by any other professionals or by consumers. 

Form Description Price  

IRA Inheritance Trust® Disclosure
Description: This disclosure lets clients know what is included in their IRA Inheritance Trust® plan and, more important, what's not included as well, such as the IRA Beneficiary Designation.

$19.99

IRA Inheritance Trust® Client Intake Form
Description: This is an internal form utilized when meeting with a prospective client to design their IRA Inheritance Trust® and will be followed when the plan goes to word processing for drafting.

$19.99

Inserts for the IRA Inheritance Trust® Owner's Manual
Description: These are handouts utilized to assemble the complete IRA Inheritance Trust® Owner's Manual (or binder), including section coverpages, Operating Procedures, specific directions from the client to the Trustee, a Review Checklist and much more!

$29.99

Full Color Flow Charts for the IRA Inheritance Trust®
Description: Married and Single IRA Inheritance Trust® flow charts, which are a great visual diagram to summarize the distribution and planning structure of your client's IRA Inheritance Trust® plan.

$19.99

Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language
Description: Contains sample BDF language for both Married and Single IRA Inheritance Trusts®, as well as actual hold harmless language accepted by popular IRA Custodians.

$9.99

Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares
Description: This is an executable document that revokes the Trust Protector Powers to convert the conduit trust shares to accumulation trust shares.

$9.99

Trust Protector Exercise of Power to Limit Potential Beneficiaries
Description: This is an executable document to exercise the power to convert a conduit trust share to an accumulation trust share and limit potential future beneficiaries.

$9.99

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts
Description: This is a checklist to be used in the post-death administration process of an IRA Inheritance Trust® (or a standalone IRA Beneficiary Trust).  This helps make sure that you know what tasks need to be done by certain deadlines following the death of the Trustor.  (NOTE: This is the same checklist as the one listed under Estate Administration Forms)

$49.99

 


SEMINAR FORMS
These forms are used when utilizing seminar marketing to the public and to clients to schedule appointments.  These forms are also featured in any one of our complete Seminar Marketing Packages.

Form Description Price  

Seminar Response Form
Description: This is a response form used to gather leads directly at the seminar, including collecting the prospective client's contact information and planning interests.

$9.99

Seminar Discount Certificate
Description: This is a template for a seminar discount certificate to be given the seminar attendees that book an appointment before leaving a seminar.  It's used to help incentivize the appointment process.

$9.99

Seminar Appointment Reminder Cards
Description: These are appointment cards to be displayed in the back of the room at a seminar to help make the appointment-booking process at the conclusion of your seminar quicker, simpler and more efficient. These cards can also be used as reminder cards to mail to clients and prospective clients a week before their appointment to help with appointment no shows and cancellations.

$9.99

Federal Estate Tax Chart
Description: Customizable 1-page flyer with the Federal Estate Tax Exemptions and Tax Rate from 2001 to 2013.

$4.99

Uniform Distribution Table
Description: Customizable 1-page flyer with the Uniform Distribution Table, showing the ages of the IRA Owner and the Life Expectancy from ages 70 to 115+.

$4.99

NOTE: Some forms may have discounts applied when charts are added to the cart.  These typically are applied to charts valued at the same value ($19.99 and up).


The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.



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