Living Trust: Owner’s Manual Inserts & Coverpages

Living Trust: Client Intake Form for Drafting Plan

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

Trustee Duties Upon Trust Funding Acknowledgement

Co-Trustee Potential Conflict of Interest Disclosure & Consent

Acknowledgement of Information Given for Trustee Notification

Estate & Trust Administration Disclosure Form

Acknowledgement of Information Given for Portability

Estate Administration Client Agreement to Presence of Others at Meeting

Estate Administration Acknowledgement of Information Given

Estate Administration Fee Agreement

Divorce Checklist for Estate Planning Clients

Checklist for Reviewing Another Attorney’s Trust

Estate Planning Acknowledgement of Information Given

Estate Planning Engagement Letter

Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form

Estate Planning Client Agreement to the Presence of Others at Meeting

Estate Planning Questionnaire (Client with Trust/Existing Client)

Estate Planning Questionnaire (New Client)

Understanding the Net Investment Income Tax Handout