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Estate Planning

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Disclaimer Of All Property Left Under Will and All Joint Property (2 Pages)
$ 19.00
This Form is a Qualified Disclaimer under Code Section 2518. It is used to allow an heir to disclaim one or more items of property that would otherwise pass to the heir from the decedent either under the Will of the decedent or outside the Will of the decedent, such as by contract or beneficiary designation.
Disclaimer Of Specific Property (2 Pages)
$ 19.00
This Form is a Qualified Disclaimer under Code Section 2518. It is used to allow an heir to disclaim one or more items of property that would otherwise pass to the heir from the decedent either under the Will of the decedent or outside the Will of the decedent, such as by contract or beneficiary designation.
Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Three (3) Incremental Distributions (At Ages 25, 30, and 35) (18 Pages)
$ 39.00

This is a Disclaimer Will. The testator leaves his/her property outright to his/her spouse, and the spouse is given the opportunity to disclaim some part, all or none of the bequest. If nothing is disclaimed, the entire bequest qualifies for the marital deduction at the first death, but fails to take advantage of the use of the exemption equivalent at the first death.

Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Two (2) Incremental Distributions (At Ages 25 and 30) (18 Pages)
$ 39.00
This is a Disclaimer Will. The testator leaves his/her property outright to his/her spouse, and the spouse is given the opportunity to disclaim some part, all or none of the bequest. If nothing is disclaimed, the entire bequest qualifies for the marital deduction at the first death, but fails to take advantage of the use of the exemption equivalent at the first death.
Durable Power of Attorney ("Springing") (7 Pages)
$ 39.00

This Form is a Durable General Power of Attorney that is designed to become effective only in the event of the disability of the person granting the power. The disability must be proven by the certification of a physician that the grantor of the power is, in fact, disabled. Unlike a Power of Attorney that is effective immediately upon execution, this Form requires the physician’s affidavit as a prerequisite to becoming effective.

Durable Power of Attorney (Non "Springing") (11 Pages)
$ 49.00

This Form is a Durable Power of Attorney. It is designed to be effective immediately upon execution, and to remain effective in the event of the signer’s disability or incapacity. This Form does not require any proof of disability of the person signing it.

Dynasty Trust (34 Pages)
$ 99.00

This Form is a Dynasty Trust, intended to be created for the benefit of the children and more remote descendants of the Grantor, and designed to be a perpetual trust. Ideally, this trust is created in a State that has repealed the rule against perpetuities, thus allowing for the perpetual duration of the trust.

Electing Small Business Trust (13 Pages)
$ 59.00
This Trust is an Electing Small Business Trust, i.e. a Trust created to follow the rules and requirements that allow this Trust to be treated as a valid S corporation shareholder. The Electing Small Business Trust is often used in estate and/or income tax planning where S corporation owners wish to transfer some of the S corporation shares, but do not wish their children to gain any control over the corporation (hence no outright transfer) or be obliged to receive annual distributions of income (as would be the requirement if a Qualified Subchapter S Trust were created). The “ESBT” allows more control of the stock and its income by the Trustee. The Trust may also hold property other than the shares of an S corporation. 
Estate Planning Client Questionnaire (7 Pages)
$ 0.00

FREE FORMS: In order to obtain this Free Form, please:
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You do NOT need to enter any credit card information unless you are purchasing other forms. 

This is a Form of Estate Planning Questionnaire. Some call it a “Fact-Finder”. When doing estate planning for any client, regardless of wealth or circumstances, the estate plan is only as good as the facts it supports. A draftsman can have a client sign a perfectly drafted document, but unless it suits the client’s circumstances, it is essentially worthless.

Fractional Share Disclaimer Of Optimal Credit Shelter Amount (3 Pages)
$ 19.00
This Form is a Qualified Disclaimer under Code Section 2518. It is used to allow an heir to disclaim one or more items of property that would otherwise pass to the heir from the decedent either under the Will of the decedent or outside the Will of the decedent, such as by contract or beneficiary designation.
To be considered a qualified disclaimer, the document must be signed and delivered within nine months of the decedent’s date of death. The person disclaiming must not have received any benefit from the property being disclaimed, and may not direct where the disclaimed property should go. By disclaiming, the party so acting is allowing the disclaimed property to pass to the heirs next in line of succession, without being treated as having made a gift of the disclaimed property to such heirs.
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