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Estate Planning

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ALL 61 Estate Planning Forms (61 Forms, 686 Pages)

Regular Price: $ 2,620.00

Special Price: $ 1,834.00

Save $786 when you purchase ALL 61 Estate Planning Forms. Click "Learn More" for the complete list of forms included.

4 California Specific Estate Planning Forms Bundle (73 Pages)
$ 186.00

SAVE $37 when you purchase all (4) California Estate Planning Forms.

Click "Learn More" above for more information about our 4 California Estate Planning Forms.  Alternatively, each California Estate Planning Form may be purchased individually.

5 Medicaid Planning Trusts (46 Pages)

Regular Price: $ 185.00

Special Price: $ 129.00

SAVE when you purchase all (5) Medicaid Forms.

Click "Learn More" above for more information about our 5 Medicaid Forms.  Alternatively, each Medicaid Form may be purchased individually.

5 Irrevocable Trusts (85 Pages)
$ 185.00

Click "Learn More" above for more information about our 5 Irrevocable Trusts.  Alternatively, each Irrevocable Trust may be purchased individually.

10 Marital Deduction Clauses (6 Pages)
$ 114.00

SAVE when you purchase 10 Marital Deduction Clauses including:
 

- Administrative Provisions (Directions to the Fiduciary) - 3 CLAUSES
- Marital Fractional Share Formula Clauses - 2 CLAUSES
- Pecuniary Credit Shelter for Use in a Will
- Pecuniary Formula Clauses - 2 CLAUSES
- Pecuniary Marital Deduction Formula For Use in a Will
- Pick And Choose Fractional Share Marital Deduction Formula For Use In A Revocable Trust  
 

*Click "Learn More" for a description of each.

113 Estates, Gifts And Trusts Terms (11 Pages)
$ 0.00

FREE FORMS: In order to obtain this Free Form, please:
1. click the above "Add To Cart"
2. proceed with Checkout and then
3. if you already have an account, merely login or if you do not yet have an account, just create an account.
You do NOT need to enter any credit card information unless you are purchasing other forms. 


If you provide estate and/or trust planning, you know that it is necessary and important to explain many terms to your clients. Doing so can take up a lot of your time. This incredibly comprehensive glossary, prepared and used by Steve Siegel, will save you that time and build client goodwill.  Use this form as is or modify and personalize it for your estates, gifts and trusts clients.

2 Power Of Appointment Forms: Creation Of Power Of Appointment & Exercise Of Power Of Appointment (3 Pages)
$ 59.00

Consider how the power of appointment device can be used by contemporary estate planners to achieve important non-tax dispositive goals: flexibility, control, and creditor protection. As an example, Client wants to create a testamentary trust for Client’s Child for life, and then to Client’s Grandchildren. Client does not like the rigidity that would result if the remainder interest was simply left to Grandchildren. Rather, he wants Child to decide up until his death how the trust principal will be enjoyed by Client’s Grandchildren. 

2 QPRT Forms (28 Pages)
$ 99.00

SAVE when you purchase TWO QPRT Forms: Qualified Personal Residence Trust (QPRT) With Possible Return To Grantor AND Qualified Personal Residence Trust (QPRT) With Possible Conversion To A GRAT (Grantor Retained Annuity Trust). 

Upon purchase, you will receive an email with a link to each of the fully-editable and downloadable QPRT Forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for a detailed description of each QPRT Form included in this bundle.

In order to purchase a QPRT Form individually, please click "Estate Planning" on the homepage.

2 SCIN Forms (8 Pages)
$ 49.00

SAVE when you purchase TWO SCIN Forms: SCIN Transaction - Self-Canceling Installment Note (3 Pages) AND SCIN Transaction-Acquisition Agreement (5 Pages) .

Upon purchase, you will receive an email with a link to each of the fully-editable and downloadable SCIN Forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for a detailed description of each SCIN Form included in this bundle. In order to purchase a SCIN Form individually, please click "Estate Planning" on the homepage.

25 Clauses For 6 Estate Planning Opportunities After ATRA (47 Pages)
$ 199.00

The passage of the American Taxpayer Relief Act of 2012 ("ATRA") has heralded in a new era for estate planning. The four key tax changes - permanence, indexing, unification and portability - can result in revised, and possibly simplified, estate tax plans for clients.

However, the other current, increasing needs by clients for non-tax planning of assets and estate plans provide opportunities for estate planners to broaden and grow their practice. Complex family relationships, creditor concerns of beneficiaries, issues of maturity of, and management by, family members, the existence of state death taxes are just a few examples of the need for planning and documents which address important non-tax estate planning.

The purpose of these materials is to offer a range of alternative clauses to address the broad range of client circumstances. 

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