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Documents

Primary Estate Planning Updated!

Powers of Attorney

Health Care Advance Updated!

Supplemental Planning

Estate Administration


Will
Following a brief interview, the Will Wizard constructs a Will that is then completed to distribute the estate as specified by the person making the Will.

Living Trust
The Living Trust Agreement is used by an adult, the "Grantor," to set up a revocable Trust to hold the Grantor's property during his or her lifetime, and then distribute it upon death as directed in the Agreement.

Pour Over Will
The Pour Over Will provides for the distribution of the assets of the person making the Will (the "Testator") to the Testator's Living Trust. This form should be used only if the Testator has already created a Living Trust.

General Power of Attorney
The General Power of Attorney allows an individual (the "Grantor") to authorize someone else to act on the Grantor's behalf.

Durable Power of Attorney
The Durable Power of Attorney alllows a person (the "Grantor") to authorized someone else to act on the Grantor's behalf. A power of attorney is "durable" if it continues in effect even if the Grantor becomes disabled.

Special Power of Attorney
The Special Power of Attorney allows an individual (the "Grantor") to authorize someone else to act on the Grantor's behalf. It is considered "special" because it only authorizes the attorney to do specific things.

Notice of Revocation of Power of Attorney
The Notice of Revocation of Power of Attorney is used to give notice that a previously granted power of attorney has been revoked.

Living Will
The Living Will (sometimes called a "Declaration") provides written direction on the use of life-sustaining measures for a person who is unable to communicate health care directions.

Health Care Power of Attorney
Use the Health Care Power of Attorney to authorize someone else to make health care decisions for you if you are unable to make those decisions yourself.

Revocation of Advance Directive
The Revocation of Advance Directive is used to revoke a Living Will, Health Care Power of Attorney, or other advance health care document.

Memorial Planner and Information
The Memorial Planner and Information document is used to create a record of references about member services and other important information for family and friends.

Transfer to a Minor
The Transfer to a Minor form is used to create a written record of the transfer of some property to a custodian for the benefit of a child.

Letter Changing Beneficiary
This letter is used to notify a bank, insurance company, pension plan or other entity that the sender wants to designate a new beneficiary.

Funding Letter
After you have set up a Living Trust, this letter is to advise banks, brokerages, and other institutions that you would like your account retitled in the name of your Trust.

Stock Power
A Stock Power is written authorization made by the owner of a security (usually stock) to the issuer to sell or transfer the security.

Executor Checklist
The Executor Checklist is used by an executor (or administrator, if there is no will) as a guide to the various tasks that must be completed to handle the estate of a deceased person.

Confirmation of Assets Letter
The Confirmation of Assets Letter is used by an executor or other court-appointed administrator to confirm that a bank or other financial instituion has an account in the name of the deceased.