“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

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

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

Step-By-Step Guide to The Client Referral Process

Living Trust: Full Color Flow Charts

Living Trust: Trust Identification Card

Living Trust: Drafting Notes Summary Page

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

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)