Family Matters

This online document is an estate planning questionnaire for unmarried clients with or without children to provide critical background information before an initial estate planning meeting.

This letter template provides a comprehensive overview of estate planning documents for married or unmarried couples, with integrated notes and drafting tips.

This template letter provides an overview of important estate planning documents for a married couple with children in Florida, including wills with a QTIP trust and a Clayton provision, powers of attorney, designations of health care surrogate, and living wills.

This template letter provides married couples in Texas with draft estate planning documents, including a Simple revocable joint trust contract, pour-over wills, statutory durable powers of attorney, medical powers of attorney, and directives to physicians, along with integrated notes and drafting tips.

This letter template provides a comprehensive estate planning package for unmarried clients, including a Simple revocable trust, pour-over will, power of attorney, and advance health care directives, with integrated notes and drafting tips.

This template letter provides an unmarried client in California with draft estate planning documents, including a Simple revocable trust contract, pour-over will, power of attorney, and advance health care directive, and explains the most important provisions of each document.

This template letter provides an unmarried client in Florida with draft estate planning documents including a Simple revocable trust, pour-over will, power of attorney, designation of health care surrogate, and living will, and explains the most important provisions of each document with integrated notes and drafting tips.

This template letter provides an unmarried client in New Jersey with draft estate planning documents, including a Simple revocable trust contract, pour-over will, power of attorney, and advance directive for health care, along with integrated notes and drafting tips.

This letter template provides an unmarried client in New York with draft estate planning documents, including a Simple revocable trust contract, pour-over will, power of attorney, health care proxy, and living will, along with integrated notes and drafting tips.

This template letter provides an unmarried client in Pennsylvania with draft estate planning documents, including a Simple revocable trust contract, pour-over will, power of attorney, and advance health care directive, along with integrated notes and explanations.

This template letter provides an unmarried client in Texas with draft estate planning documents, including a Simple revocable trust contract, pour-over will, statutory durable power of attorney, medical power of attorney, and directive to physicians, with integrated notes and drafting tips.

This template letter provides an unmarried client with draft estate planning documents, including a Simple will, power of attorney, and advance health care directives, and includes integrated notes with important explanations and drafting tips.

This template letter provides an unmarried client in California with draft estate planning documents, including a Simple will, power of attorney, and advance health care directive, along with integrated notes and explanations.

This template letter provides an unmarried client in Florida with draft estate planning documents, including a Simple will, power of attorney, designation of health care surrogate, and living will, and explains the most important provisions of each document with integrated notes and drafting tips.

This template letter outlines the key provisions of a Simple will, power of attorney, and advance directive for health care for an unmarried client in New Jersey.

This letter template provides an unmarried client in New York with draft estate planning documents, including a Simple will, power of attorney, health care proxy, and living will, along with integrated notes and explanations.

This template letter provides an unmarried client in Pennsylvania with draft estate planning documents, including a Simple will, power of attorney, and advance health care directive, and includes integrated notes with important explanations and drafting tips.

This template letter provides an unmarried client in Texas with draft estate planning documents, including a Simple will, statutory durable power of attorney, medical power of attorney, and directive to physicians, and explains the most important provisions of each document.

This template creates two trusts to minimize estate tax for a married couple in California by utilizing both spouses' estate tax exclusion amounts and the federal estate tax marital deduction.

This trust contract allows married couples to customize and administer their assets and property during their lifetimes, with options for distribution after the death of the surviving settlor, suitable for couples with or without children but does not include estate tax planning.

This online document provides a simple joint revocable trust for married or civil union couples in Illinois, with options for distribution of assets upon the death of the last surviving grantor, suitable for couples with or without children.

This trust contract is suitable for married couples in New Jersey to hold and administer their assets and property during their lifetimes, with options for outright distribution of the trust assets after the death of the surviving settlor, regardless of whether they have children or not.

This trust contract is suitable for married couples in Pennsylvania to hold and administer their assets and property during their lifetimes, with options for outright distribution after the death of the surviving settlor, regardless of whether they have children or not.

This trust contract is suitable for married couples in Texas, allowing them to hold and administer their assets during their lifetimes and providing several options for distribution of the trust assets after the death of the surviving settlor, with or without children and with or without estate tax planning.

This revocable trust contract is customizable for use in any US jurisdiction and provides for the distribution of trust assets to the surviving spouse or partner upon the settlor's death, or in separate trusts for surviving children or more remote descendants if there is no surviving spouse or partner.

This trust contract provides a customizable, revocable option for an unmarried individual to distribute assets to beneficiaries upon death, without creating continuing trusts or incorporating estate tax planning.

This trust contract provides an unmarried individual residing in California with options for outright distributions to beneficiaries upon their death, regardless of whether they have children or not, and allows for distribution to guardians or custodians on behalf of minor beneficiaries, without estate tax planning.

This trust contract is suitable for an unmarried individual residing in Florida, providing options for outright distributions to beneficiaries on the settlor's death and not incorporating estate tax planning.

This trust contract provides an unmarried individual residing in Georgia with options for outright distributions to beneficiaries upon death, and is suitable for individuals with or without children, but does not include estate tax planning.

This trust contract provides an unmarried individual residing in Illinois with options for outright distributions to beneficiaries upon death, suitable for individuals with or without children, and does not incorporate estate tax planning.

This trust contract provides an unmarried individual in Massachusetts with options for distributing assets to beneficiaries upon death, with or without children, and allows for guardians or custodians to receive distributions on behalf of minor beneficiaries without estate tax planning.

This trust contract provides an unmarried individual in New Jersey with options for distributing assets to beneficiaries upon death, with or without children, and to guardians or custodians on behalf of minors.

This trust contract provides a revocable trust option for an unmarried individual in Pennsylvania, with options for outright distributions to beneficiaries on the settlor's death and provisions for guardians or custodians on behalf of minor beneficiaries, but does not include continuing trusts or estate tax planning.

This trust contract is suitable for an unmarried individual residing in Texas, providing options for outright distributions to beneficiaries on the settlor's death and not incorporating estate tax planning.

This template creates a SLAT contract that allows the settlor to make a gift to the trust while granting the settlor's spouse limited access to the trust assets, with an option to include the settlor's descendants as additional beneficiaries, and is customizable for use in any US jurisdiction.

This online document provides a customizable will for a married individual that creates two trusts to minimize estate tax by utilizing the testator's estate tax exclusion amount and the marital deduction.

This template creates trusts to minimize estate and GST taxes by utilizing the testator's estate tax exclusion amount, GST exemption amount, and marital deduction, if necessary.

This online document is a customizable will for a married individual that includes a disclaimer trust to take advantage of the federal estate tax exclusion of the first spouse to die, providing more flexibility than a credit shelter trust.

This will is suitable for couples residing in Pennsylvania, with or without children, and provides various options for distribution of the estate without incorporating testamentary trusts or estate tax planning.

This will is suitable for couples residing in Texas, with or without children, and provides various options for distribution of the estate without incorporating testamentary trusts or estate tax planning.

This online document provides a template for creating a credit shelter trust and a QTIP trust to minimize estate taxes for a married individual in Florida.

This will template creates a credit shelter trust and a QTIP trust to minimize estate tax for a married individual in New York by utilizing the testator's estate tax exclusion amount and the marital deduction.

This template creates a credit shelter trust and a QTIP trust to minimize estate tax for a married individual in Texas by utilizing the testator's estate tax exclusion amount and the marital deduction.

This online document provides a template for a married individual in Florida to create trusts that minimize estate and GST taxes by utilizing the testator's estate tax exclusion amount, GST exemption amount, and the marital deduction.

This online document provides a template for a married individual in Georgia to create trusts that minimize estate and GST taxes by utilizing the testator's estate tax exclusion amount, GST exemption amount, and the marital deduction.

This online document provides a template for a married individual in Illinois to create trusts that minimize estate and GST taxes by utilizing the testator's estate tax exclusion amount, GST exemption amount, and the marital deduction.

This template creates trusts to minimize estate and GST taxes by utilizing the testator's estate tax exclusion amount, GST exemption amount, and the marital deduction.

This online document provides a template for a married individual in New Jersey to create trusts that minimize estate and GST taxes by utilizing the testator's estate tax exclusion, GST exemption, and marital deduction.

This online document provides a template for a married individual in New York to create trusts that minimize estate and GST taxes by utilizing the testator's estate tax exclusion, GST exemption, and marital deduction.

This online document provides a template for a married individual in Pennsylvania to create credit shelter, QTIP, and GST trusts to minimize estate and GST taxes.

This online document provides a template for a married individual in Texas to create trusts that minimize estate and GST taxes by utilizing the testator's estate tax exclusion amount, GST exemption amount, and marital deduction.

This will provides a married individual in Florida with a disclaimer trust to maximize the federal estate tax exclusion of the first spouse to die, offering more flexibility than a credit shelter trust.

This will for a married individual in Georgia includes a disclaimer trust to take advantage of the federal estate tax exclusion of the first spouse to die, providing more flexibility than a credit shelter trust.

This will provides a married individual in Illinois with a disclaimer trust to make use of the federal estate tax exclusion of the first spouse to die, offering more flexibility than a credit shelter trust.

This will provides married individuals in Massachusetts with the option of a disclaimer trust to maximize the use of the Massachusetts estate tax exclusion or the federal estate tax exclusion of the first spouse to die, with more flexibility than a directed credit shelter trust.

This will provides a married individual in New Jersey with a disclaimer trust to make use of the federal estate tax exclusion of the first spouse to die, offering more flexibility than a credit shelter trust while still helping to minimize estate taxes.

This will provides a married individual in New York with a disclaimer trust to maximize the federal estate tax exclusion of the first spouse to die, offering more flexibility than a credit shelter trust.

This will in Pennsylvania includes a disclaimer trust to maximize the federal estate tax exclusion of the first spouse to die, providing more flexibility than a directed credit shelter trust.

This will provides a married individual in Texas with a disclaimer trust to make use of the federal estate tax exclusion of the first spouse to die, offering more flexibility than a credit shelter trust.

This will is suitable for unmarried individuals residing in California, with or without children, and provides various options for distribution of the estate without incorporating testamentary trusts or estate tax planning.

This will is suitable for unmarried individuals residing in Florida, with or without children, and provides various options for distribution of the estate without incorporating testamentary trusts or estate tax planning.

This will is suitable for an unmarried individual residing in Georgia, with or without children, and provides various options for distribution of the estate without incorporating testamentary trusts or estate tax planning.

This will is suitable for unmarried individuals in New York, with or without children, and provides various options for estate distribution without testamentary trusts or estate tax planning.

This will is suitable for unmarried individuals in Texas, with or without children, and provides various options for distribution of the estate without incorporating testamentary trusts or estate tax planning.