Ultimate Estate Planning Client Meeting Forms Bundle Package
Living Trust Forms Bundle Package
Estate Planning Forms Bundle Package
Estate Administration Forms Bundle Package
Estate Planning Client Questionnaires (3 Versions)
Estate Planning Questionnaire (New Client)
Living Trust: Client Intake Form for Drafting Plan
Living Trust: Owner’s Manual Inserts & Coverpages
Estate Planning Acknowledgement of Information Given
Living Trust: Drafting Notes Summary Page
Living Trust: Full Color Flow Charts
Acknowledgement of Information Given for Portability
Post-Mortem Checklist for Standalone IRA Beneficiary Trusts
Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form
Living Trust: Trust Identification Card
Co-Trustee Potential Conflict of Interest Disclosure & Consent
Divorce Checklist for Estate Planning Clients
Estate Planning Questionnaire (Client with Trust/Existing Client)
Estate & Trust Administration Disclosure Form
Trustee Duties Upon Trust Funding Acknowledgement
Estate Administration Fee Agreement
Estate Administration Acknowledgement of Information Given
Checklist for Reviewing Another Attorney’s Trust
Acknowledgement of Information Given for Trustee Notification
Estate Administration Client Agreement to Presence of Others at Meeting
Estate Planning Engagement Letter
“SECURE Act 2.0” White Paper Bundle Package
“The 9 Phases of an Estate Administration” Flyer by E. Lawrence Brock, J.D.
How to Write a Proper Business Letter
Appleby IRA Quick Reference Guides
COVID-19 Forms Package
Client Termination Letter Template
IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian
Step-By-Step Guide to The Client Referral Process
IRA Beneficiary Trust: Disclosure Form
IRA Beneficiary Trust: Client Intake Form for Drafting Plan
IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages
Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language
IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form
Trust Protector Exercise of Power to Limit Potential Beneficiaries