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ELECTRONIC FORM BOOK - Estate Planning

ELECTRONIC FORM BOOK - Estate Planning

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Description

Materials alone do not qualify for CLE credit.

ESTATE PLANNING

Forms submitted by Donna J. Jackson, Alisha F. Mehrhoff, and Dawn D. Hallman

 

Table of Contents

  • Biographies
  • Estate Planning Worksheet for Single Individuals
  • Estate Planning Worksheet for Married Individuals
  • Confidential Financial Statement
  • General Durable Power of Attorney (Sample 1)
  • General Durable Power of Attorney (Sample 2)
  • General Durable Power of Attorney (Sample 3)
  • Guidelines for Agent Acting Under Power of Attorney or Health Care Directive
  • Health Care Power of Attorney (Sample 1)
  • Health Care Power of Attorney (Sample 2)
  • Simple Revocable Trust for Married Individuals
  • Revocable Trust for Single Individuals
  • Revocable Trust for Married Individuals
  • Simple Revocable Trust for Single Individuals
  • Certification of Trust
  • Testamentary Trust
  • Authorization for Release of Protected Health Information
  • Simple Pour Over Will
  • Pour Over Will
  • Simple Will
  • Last Will and Testament for Single Individuals
  • Advance Directive for Health Care
  • Memorial Services Memorandum
  • Elder Law and Estate Planning Resources
  • Spcial Needs Trust (d)(4)(A) Brief
  • Special Neesd Trust (d)(4)(A) Order
  • Special Needs Trust (d)(4)(A) Petition
  • Special Needs Trust (d)(4)(A) Trust
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