Last Will and Testament

About this category:

A Last Will and Testament is a legally binding document used to outline a person's wishes for their property and assets after death.

Templates in this category:

Letter to Client: Drafts of Wills with Separate Share Trusts for Children for Individual with Spouse or Partner (New York)

This legal template is a letter addressed to a client in New York, providing drafts of wills that include separate share trusts for children, for individuals who have a spouse or partner, in accordance with USA law.

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Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (Illinois)

This legal template is a letter addressed to a client, presenting drafts of wills that include a pot trust for the children of an individual who is married or in a partnership. It is specifically designed for residents of Illinois, following the laws of the United States.

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Letter to Client: Drafts of Wills with Separate Share Trusts for Children for Individual with Spouse or Partner (New Jersey)

This legal template is a letter addressed to a client in New Jersey, under USA law. It pertains to drafting wills for individuals who have a spouse or partner. The wills include separate share trusts for their children.

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Will for Single Individual: Separate Share Trusts for Children (Georgia)

This legal template is a will specifically designed for a single individual in Georgia who wants to establish separate share trusts for their children. It outlines the details of how their assets should be distributed and managed for the benefit of their children, ensuring their financial security and well-being.

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Will

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Will for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (Florida)

This legal template is a document designed for married individuals residing in Florida. It includes provisions for a Will, as well as Credit Shelter and QTIP Trusts with GST Tax Planning.

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Will

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Pour-Over Will (Texas)

A Pour-Over Will (Texas) is a legal template designed to ensure that any assets not already covered by a trust are transferred into the trust upon the individual's death, offering an additional layer of asset protection and probate avoidance.

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Letter to Client: Drafts of Wills with Separate Share Trusts for Children for Individual with Spouse or Partner (Florida)

This legal template is a letter addressed to a client in Florida, under USA law, regarding the drafts of wills that include separate share trusts for children of an individual with a spouse or partner. The template likely provides guidance on the legal requirements and provisions for ensuring the inheritance and protection of assets for the children in case of their parent's passing.

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Will For Married Individual: Credit Shelter & QTIP Trusts with GST Tax Planning

This legal template could be about creating a comprehensive will specifically for a married individual. It includes provisions for setting up both Credit Shelter Trusts and Qualified Terminable Interest Property (QTIP) Trusts. Additionally, it emphasizes planning for generation-skipping transfer (GST) taxes.

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Will

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Will for Individual with Spouse or Partner: Separate Share Trusts for Children (Florida)

This legal template is a will specifically designed for individuals with a spouse or partner in the state of Florida. It involves the creation of separate share trusts for their children, ensuring that each child's share of the estate is protected and managed separately.

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Will for Individual with Spouse or Partner: Pot Trust for Children (Texas)

This legal template focuses on creating a will for an individual residing in Texas, who has a spouse or partner, and desires to establish a pot trust for their children. The template likely includes provisions for distributing assets, guardianship arrangements, and specific instructions for managing the trust for the benefit of the children.

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Letter to Client: Outline Simple Will for Single Individual (Pennsylvania)

This legal template is a letter addressed to a client in Pennsylvania, outlining the necessary steps to create a simple will for a single individual based on United States law.

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Will

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Codicil to Will (Georgia)

This legal template is a Codicil to a Will specifically designed for residents of Georgia in the United States. It serves as an amendment or addition to an existing Will, allowing individuals to make changes, update beneficiaries, or clarify certain provisions within their original Will.

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Will for Single Individual: Pot Trust for Children (Texas)

This legal template is designed for single individuals in Texas who want to create a will that includes a pot trust for their children. The pot trust allows for the combined assets to be distributed to all children in equal shares, ensuring their financial well-being in the future.

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Will

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Will for Individual with Spouse or Partner: Simple (Texas)

This legal template is a simplified and specific last will and testament for individuals with a spouse or partner living in the state of Texas, outlining the distribution of their assets and obligations after their passing.

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Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (Georgia)

This legal template is a letter addressed to a client in Georgia, USA, regarding the drafting of wills. It specifically focuses on wills that include a Pot Trust for Children, outlining instructions for distributing assets to children while the individual has a spouse or partner.

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Will for Individual with Spouse or Partner: Simple (Pennsylvania)

This legal template is a simplified will specifically designed for individuals in Pennsylvania who are married or in a domestic partnership. It provides a straightforward and easy-to-fill document to outline the distribution of assets and appoint a personal representative after their passing.

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Letter to Client: Outline Will with Separate Share Trusts for Children for Single Individual (Pennsylvania)

This legal template is a letter addressed to a client in Pennsylvania, under USA law, outlining the process and provisions for creating a will with separate share trusts for the children of a single individual.

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Will for Married Individual: Credit Shelter and QTIP Trusts (New York)

This legal template is a document that helps a married individual in New York create a will that includes provisions for credit shelter and QTIP trusts. These trusts allow the individual to protect assets from estate taxes and ensure their spouse's financial security.

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Will

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Will for Individual with Spouse or Partner: Simple (California)

This legal template is a simplified will specifically designed for individuals residing in California who have a spouse or partner. It outlines the distribution of assets and provides instructions on how to handle important matters after the individual's passing.

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Will

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Will for Individual with Partner: Trust for Partner (New Jersey)

This legal template is likely a document that outlines the distribution of assets and instructions for a person's partner in the event of their death. It may also establish a trust to protect and manage the partner's financial interests. The template is specific to New Jersey jurisdiction.

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Will for Married Individual: Disclaimer Trust (New Jersey)

This legal template is designed for a married individual residing in New Jersey. It pertains to the creation of a will with a disclaimer trust, which allows for the transfer of assets to a spouse while maintaining the option to disclaim or redirect these assets to other beneficiaries.

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Will

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Will for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (Massachusetts)

This legal template is a document that outlines the specifics of a will for a married individual in Massachusetts. It includes provisions for Credit Shelter and QTIP (Qualified Terminable Interest Property) trusts, along with GST (Generation-Skipping Transfer) tax planning.

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Will

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Letter to Client: Outline Will with Separate Share Trusts for Children for Single Individual (Texas)

This legal template is for a letter to a client in Texas, USA, outlining the creation of a will that includes separate share trusts for children of a single individual. The template provides guidance on the legal requirements and considerations under US law.

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Letter to Client: Drafts of Wills with Separate Share Trusts for Children for Individual with Spouse or Partner (Pennsylvania)

This legal template is a letter addressed to a client in Pennsylvania, USA, discussing the drafts of wills with separate share trusts for children of an individual who has a spouse or partner. The template likely provides guidance on estate planning and asset distribution to ensure the inheritance is properly managed for the children's benefit.

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Letter to Client: Outline Will with Pot Trust for Children for Single Individual (New Jersey)

This legal template is a letter addressed to a client in New Jersey, USA, outlining the process of creating a Will with a Pot Trust for children of a single individual. This template is intended to provide guidance on the legal requirements and considerations for structuring a trust for the benefit of the client's children.

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Will for Individual with Partner: Trust for Partner (New York)

This legal template likely pertains to an individual residing in New York who wishes to create a will that includes provisions for their partner. Additionally, it may include a trust specifically designed for the partner's benefit.

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Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (Pennsylvania)

This legal template is a letter addressed to a client in Pennsylvania, USA, regarding the preparation of wills for individuals who are married or have a partner. The wills will include a pot trust for the benefit of their children, ensuring their financial security.

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Will for Individual with Spouse or Partner: Pot Trust for Children (Florida)

This legal template is a document for an individual residing in Florida who wishes to create a will, specifically including a pot trust for their children, while also considering their spouse or partner. The template likely outlines the distribution of assets, guardianship provisions, and other relevant details for the execution of the will.

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Pour-Over Will (Massachusetts)

This legal template is a document that facilitates the transfer of any remaining assets in an individual's estate into an established trust after their death, ensuring that all assets are distributed according to their wishes and avoiding probate. It is specifically designed for residents of Massachusetts.

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Letter to Client: Drafts of Simple Wills for Individual with Spouse or Partner

This legal template is a letter addressed to a client providing drafts of simple wills specifically designed for individuals who are married or have a partner in accordance with the laws in the United States.

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Will

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Letter to Client: Drafts of Wills with Disclaimer Trust for Married Individual (New York)

This legal template is a letter to a client regarding the drafts of wills for a married individual in New York, USA. It includes information on the inclusion of a Disclaimer Trust as per relevant laws.

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Letter to Client: Drafts of Wills with Credit Shelter and QTIP Trusts for Married Individual (New York)

This legal template is a letter addressed to a client and it pertains to the drafting of wills for married individuals in the state of New York, under the jurisdiction of USA law. The wills will contain provisions for Credit Shelter and QTIP Trusts, which are commonly used in estate planning to minimize taxes and ensure proper distribution of assets.

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Will for Individual with Spouse or Partner: Simple (Georgia)

This legal template provides a simple and straightforward will for individuals in Georgia who are married or in a domestic partnership, outlining their wishes regarding the distribution of their assets and the care of their children after their passing.

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Will

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Letter to Client: Drafts of Wills with Credit Shelter and QTIP Trusts with GST Tax Planning for Married Individual (Florida)

This legal template is a letter to a client in Florida discussing the drafting of wills that include credit shelter and QTIP trusts, specifically tailored to married individuals. It also includes guidance on GST tax planning, all within the framework of USA law.

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Will for Individual with Spouse or Partner: Pot Trust for Children (Illinois)

This legal template is designed for individuals residing in Illinois who have a spouse or partner and wish to create a will. The template includes provisions for establishing a pot trust to manage and distribute assets to their children, ensuring their financial well-being.

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Codicil to Will (Texas)

This legal template provides a modification or addition to a previously made will in accordance with Texas law, ensuring that any changes made are legally binding under the jurisdiction of the United States.

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Will

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Codicil to Will (Massachusetts)

This legal template likely pertains to a codicil, which is a legal document used to make amendments or additions to an existing will. Specifically tailored for Massachusetts under USA law, it aims to provide a standardized format for individuals seeking to update their wills in adherence to the state's probate laws.

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Will for Single Individual: Pot Trust for Children (Massachusetts)

This legal template is a will specifically designed for single individuals in Massachusetts who wish to establish a pot trust for their children, ensuring their financial well-being and protection.

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Will

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Letter to Client: Outline Will with Pot Trust for Children for Single Individual

This legal template is a letter addressed to a client and is designed to outline the creation of a will with a pot trust for the children of a single individual under USA law. It provides guidance on how to structure the will to ensure the proper management and distribution of assets for the benefit of the children.

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Letter to Client: Outline Will with Pot Trust for Children for Single Individual (Pennsylvania)

This legal template is a letter addressed to a client in Pennsylvania, USA, outlining the process of creating a will with a pot trust for the children of a single individual. The template provides guidance on how to legally protect and manage assets for the benefit of the children in the event of the individual's passing.

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Letter to Client: Outline Simple Will for Single Individual (Florida)

This legal template is a letter addressed to a client and outlines the process of creating a simple will for a single individual in the state of Florida, according to the laws of the United States.

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Will

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Estate Planning Engagement Letter For Unmarried Client: Flat Fee Arrangement

This legal template outlines an engagement letter for an estate planning lawyer to provide services to an unmarried client. The template specifies a flat fee arrangement for services rendered under the laws of the United States.

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Letter to Client: Drafts of Simple Wills for Individual with Spouse or Partner (New York)

This legal template is a letter addressed to a client, providing them with drafts of simple wills tailored to individuals who have a spouse or partner. It is specific to New York state, adhering to the laws of the United States.

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Letter to Client: Drafts of Wills with Marital Trust and Clayton Provision for Married Individual (New York)

This legal template is a letter to a client regarding the drafting of wills. It specifically deals with wills that include provisions for a marital trust and the Clayton provision, which are relevant for married individuals in New York under USA law.

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Letter to Client: Drafts of Wills with Separate Share Trusts for Children for Individual with Spouse or Partner (Texas)

This legal template is a letter sent to clients in Texas under USA law, offering drafts of wills with separate share trusts for children, specifically designed for individuals with a spouse or partner. It aims to assist clients in ensuring the proper distribution of assets in the event of their demise.

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Letter to Client: Drafts of Wills with Credit Shelter and QTIP Trusts for Married Individual (Florida)

This legal template is a letter addressed to a client in Florida, USA, regarding the drafting of wills that include Credit Shelter and QTIP Trusts for married individuals. It provides guidance on the legal aspects and requirements related to these trusts under the applicable laws.

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Pour-Over Will (New Jersey)

A Pour-Over Will (New Jersey) is a legal document that specifies how a person's assets and property should be distributed upon their death. It ensures that any assets not already transferred into a trust will be "poured over" into the trust, simplifying the distribution process and maintaining the trust's control over the assets.

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Letter to Client: Drafts of Simple Wills for Individual with Spouse or Partner (Pennsylvania)

This legal template is a letter to a client in Pennsylvania, USA, providing drafts of simple wills for individuals who have a spouse or partner. It outlines the necessary legal parameters and guidelines to ensure the wills align with the laws and regulations applicable in the state of Pennsylvania.

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Letter to Client: Outline Will with Pot Trust for Children for Single Individual (Florida)

This legal template is a letter to a client in Florida, USA, outlining the process of creating a will with a pot trust for children. It provides guidance on how to distribute assets and establish a trust for the benefit of the client's children, ensuring their financial well-being.

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Will for Married Individual: Disclaimer Trust (Georgia)

This legal template could be about a will for a married individual in the state of Georgia, specifically involving a disclaimer trust. The document could outline how the individual's assets will be distributed upon their death and provide specific instructions for the establishment and management of the trust.

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Will

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Will for Individual with Spouse or Partner: Pot Trust for Children (New York)

This legal template is a document designed for individuals residing in New York who have a spouse or partner and wish to create a will. The will includes provisions for a pot trust, which ensures the financial protection of any children the individual may have.

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Will for Married Individual: Credit Shelter and QTIP Trusts (Florida)

This legal template is for a married individual in Florida who wants to create a will. It focuses on incorporating both a credit shelter trust and a QTIP trust to maximize asset protection and estate tax planning.

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Will for Single Individual: Pot Trust for Children (Illinois)

This legal template is a will specifically designed for single individuals in the state of Illinois who wish to create a pot trust for the benefit of their children. The template likely includes provisions for the allocation and distribution of assets, guardianship, and any special instructions related to the children's education, welfare, or specific needs.

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Will

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Letter to Client: Drafts of Wills with Disclaimer Trust for Married Individual (Florida)

This legal template is a letter to a client in Florida, USA, providing drafts of wills that include a disclaimer trust for married individuals. The document addresses legal considerations and options for estate planning in accordance with US law.

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Will for Single Individual: Simple (Florida)

This legal template provides a simple and straightforward will specifically designed for single individuals residing in Florida, ensuring their assets and final wishes are properly distributed and accounted for.

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Will

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Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (New Jersey)

This legal template is a letter addressed to a client in New Jersey, USA, regarding the draft of wills and the inclusion of a Pot Trust for children of an individual with a spouse or partner. The letter likely provides instructions, terms, and legal requirements to ensure the client's wishes are properly executed in accordance with state law.

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Will for Married Individual: Disclaimer Trust (Illinois)

This legal template is a form for creating a will specifically designed for a married individual in Illinois. It includes provisions for a disclaimer trust, allowing the individual to disclaim their assets into a trust upon their death, providing potential tax benefits and asset protection for their loved ones.

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Will

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Will for Married Individual: Disclaimer Trust (Florida)

This legal template is a document designed to create a will specifically for married individuals residing in Florida, incorporating a disclaimer trust provision. The disclaimer trust allows for the transfer of assets to a trust, allowing the surviving spouse to disclaim or decline certain assets, thereby minimizing estate tax liabilities.

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Will

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Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (Massachusetts)

This legal template is a letter addressed to a client in Massachusetts, USA, regarding the drafts of wills. It specifically includes provisions for establishing a pot trust for the client's children, taking into consideration their spouse or partner's involvement.

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Will For Single Individual: Separate Share Trusts For Children

This legal template is designed for a single individual who wishes to create separate share trusts for their children in their will. The template likely includes provisions to ensure the individual's assets are distributed to their children in separate trusts, with specific instructions on when and how these funds can be accessed.

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Contract sub-type

Will

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Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (Texas)

This legal template is a letter addressed to a client in Texas, USA, regarding the drafting of wills with a provision for a Pot Trust for their children. The letter provides guidance for individuals with a spouse or partner in creating a legally binding and protective document for the distribution of assets and financial management on behalf of their children.

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Will for Single Individual: Simple (New Jersey)

This legal template is a simple will specifically designed for single individuals living in the state of New Jersey to outline their wishes regarding the distribution of their assets after their death.

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Will

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Letter to Client: Drafts of Wills with Disclaimer Trust for Married Individual (Pennsylvania)

This legal template is a letter addressed to a client in Pennsylvania, USA. It pertains to the creation of draft wills, specifically for a married individual, incorporating a disclaimer trust.

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Will For Married Individual: Disclaimer Trust

This legal template is likely a document outlining the terms of a will for a married individual that includes a disclaimer trust. A disclaimer trust allows the surviving spouse to disclaim certain assets or property, which then passes them on to another designated beneficiary, potentially for tax planning purposes.

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Will

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Will for Single Individual: Separate Share Trusts for Children (Florida)

This legal template is specifically designed for single individuals residing in Florida who wish to create separate share trusts for their children within their will. It provides a comprehensive and structured framework to ensure the proper distribution of assets and protection of each child's inheritance.

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Will

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Letter to Client: Outline Simple Will for Single Individual (New Jersey)

This legal template is a letter to a client outlining the process of creating a simple will for a single individual in the state of New Jersey, according to the laws of the United States.

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Will

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Codicil to Will (New Jersey)

This legal template is a document intended to modify and update a Will in accordance with the laws of New Jersey, USA. It allows individuals to make specific changes or additions to their existing Will without having to rewrite the entire document.

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Will for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (Pennsylvania)

This legal template is a document designed for married individuals living in Pennsylvania and focuses on setting up Credit Shelter and QTIP Trusts, specifically for GST tax planning purposes, as part of the individual's will.

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Contract sub-type

Will

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Letter to Client: Drafts of Wills with Credit Shelter and QTIP Trusts with GST Tax Planning for Married Individual (Pennsylvania)

This legal template is a letter addressed to a client in Pennsylvania, USA. The template focuses on drafting wills that include credit shelter and QTIP trusts, incorporating GST tax planning for married individuals. It offers a framework to guide legal professionals in creating wills that adhere to the relevant laws and regulations.

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Will for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (New York)

This legal template is a will designed for married individuals in New York, incorporating credit shelter and QTIP trusts, along with GST tax planning. These trusts help optimize estate tax exemptions and ensure adequate financial protection for beneficiaries.

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Will

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Codicil to Will (Florida)

This legal template pertains to the addition or modification of certain provisions in a will specifically in the state of Florida under legal jurisdiction in the United States of America.

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Will for Individual with Spouse or Partner: Pot Trust for Children (Georgia)

This legal template is designed for individuals in Georgia who have a spouse or partner and want to create a will that includes a pot trust for the benefit of their children.

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Will for Married Individual: Marital Trust and Clayton Provision (Texas)

This legal template likely provides a standard format for creating a last will and testament specifically for a married individual in the state of Texas. It may include provisions for establishing a marital trust and a Clayton provision, which is a clause that protects assets from being contested or invalidated.

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Will

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Will For Individual with Spouse or Partner: Pot Trust For Children

This legal template is likely about a will for an individual who is married or in a domestic partnership. It includes provisions for a "pot trust" which is a type of trust that allows for the management and distribution of assets to their children.

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Will for Individual with Spouse or Partner: Simple (Illinois)

This legal template is a simple Will document specifically designed for individuals in Illinois who have a spouse or partner. It allows individuals to outline their wishes and distribute their assets after their passing.

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Will

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Will for Individual with Spouse or Partner: Separate Share Trusts for Children (Illinois)

This legal template is a specific type of will designed for individuals living in Illinois who have a spouse or partner and wish to create separate share trusts for their children. It outlines the distribution of assets and establishes trusts to ensure that each child receives their designated share.

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Letter to Client: Drafts of Wills with Trust for Partner for Unmarried Partners (California)

This legal template is a letter addressed to a client and it concerns the drafting of wills with trust for unmarried partners in California, according to the laws of the United States.

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Will for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (New Jersey)

This legal template is a document that enables a married individual in New Jersey to create a will that includes provisions for credit shelter and QTIP trusts, with the aim of minimizing or eliminating the impact of generation-skipping transfer (GST) taxes.

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Will

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Estate Planning Engagement Letter For Married Clients or Unmarried Partners: Flat Fee Arrangement

This legal template is an engagement letter for estate planning services tailored specifically for married clients or unmarried partners. It outlines the terms of a flat fee arrangement for estate planning services conducted under the laws of the United States.

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Will for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (Texas)

This legal template is designed for married individuals in Texas who want to create a will that includes credit shelter and QTIP trusts for estate tax planning, as well as addressing generation-skipping transfer (GST) tax concerns.

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Will

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Will for Individual with Spouse or Partner: Separate Share Trusts for Children (Pennsylvania)

This legal template is a will specifically designed for individuals in Pennsylvania who are married or in a partnership. It includes separate share trusts for their children, allowing them to allocate their assets and ensure their children are provided for after their passing.

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Will for Individual with Spouse or Partner: Pot Trust for Children (Massachusetts)

This legal template is designed for individuals residing in Massachusetts who have a spouse or partner and wish to create a will. The template includes provisions for a pot trust, a type of trust that ensures proper distribution of assets to their children.

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Letter to Client: Drafts of Simple Wills for Individual with Spouse or Partner (Texas)

This legal template is a letter addressed to a client in Texas regarding the initial drafts of simple wills for an individual who has a spouse or partner. The template provides guidance on the necessary legal requirements and considerations under USA law pertaining to wills.

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Drafts of Wills with Disclaimer Trust for Married Individual (Letter to Client)

This legal template is a letter to a client regarding the drafts of wills for married individuals under USA law, specifically focusing on the inclusion of a disclaimer trust. It provides legal advice and guidance on testamentary matters to ensure the client's assets and beneficiaries are protected.

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Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (New York)

This legal template is a letter addressed to a client in New York, discussing the drafts of wills with a pot trust for their children. The template covers an individual who is married or in a domestic partnership, providing guidance on relevant laws under the jurisdiction of the United States.

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Pour-Over Will (Illinois)

A Pour-Over Will (Illinois) is a legal template that outlines the process of transferring any assets that were not transferred through other means, such as a trust, into a designated trust upon the death of the testator. This document ensures that any remaining assets are managed and distributed according to the wishes expressed in the trust.

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Will

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Will for Single Individual: Simple (Massachusetts)

This legal template is for a straightforward will specifically designed for a single individual residing in Massachusetts. It provides a simple and concise framework for outlining the distribution of assets and appointing beneficiaries.

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Will

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Will for Married Individual: Disclaimer Trust (Pennsylvania)

This legal template is a document that outlines the instructions for a married individual in Pennsylvania regarding the creation of a will and the inclusion of a disclaimer trust, which allows the individual to disclaim certain assets and direct them to a trust for the benefit of their spouse or other beneficiaries.

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Will

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Will for Individual with Spouse or Partner: Simple

This legal template is a simplified will designed for individuals who are married or in a domestic partnership. It provides a straightforward and uncomplicated format to outline the distribution of assets and wishes after the person's passing.

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Will

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Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (Letter to Client)

This legal template likely provides a template for attorneys to draft wills, specifically for individuals who have a spouse or partner and wish to create a pot trust for their children. It may include a letter to the client explaining the process and legal considerations under USA law.

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Letter to Client: Outline Simple Will for Single Individual (New York)

This legal template is a letter addressed to a client in New York, providing an outline for a simple will tailored to a single individual under the laws of the United States.

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Will

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Will for Individual with Partner: Trust for Partner (Georgia)

This legal template could be a document outlining the last will and testament of an individual residing in Georgia who has a partner, as well as establishing a trust specifically for the benefit of that partner.

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Will

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Will for Individual with Spouse or Partner: Separate Share Trusts for Children (Massachusetts)

This legal template is designed for individuals in Massachusetts who are married or have a partner and wish to create a will. It includes provisions for setting up separate share trusts to ensure that their children are financially protected in the event of their death.

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Will For Married Individual: Marital Trust & Clayton Provision

This legal template is designed for married individuals and involves the creation of a marital trust and the inclusion of a Clayton Provision. The marital trust allows assets to be placed in trust for the benefit of a surviving spouse after the individual's death, while the Clayton Provision ensures the trust's assets will be protected from potential estate tax issues.

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Will

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Will for Single Individual: Pot Trust for Children (New York)

This legal template is a document that outlines the instructions and provisions for a single individual in New York who wishes to create a trust fund for the benefit of their children, ensuring their financial stability and protection after their passing.

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Will

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Letter to Client: Outline Simple Will for Single Individual (Texas)

This legal template is a letter addressed to a client in Texas, providing an outline for a simple will for a single individual under USA law. It likely includes instructions and guidance on how to prepare a legal document that outlines the distribution of the person's assets after their passing.

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Will

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Will for Single Individual: Separate Share Trusts for Children (New York)

This legal template is designed for single individuals in New York who want to create a will with separate share trusts for their children. The template helps outline how the individual's assets will be divided and managed for each child, ensuring their financial security and protection after the individual's passing.

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Will

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Drafts of Wills with Credit Shelter and QTIP Trusts with GST Tax Planning for Married Individual (Letter to Client)

This legal template provides a letter to a client that outlines the draft of wills for a married individual. It includes provisions for Credit Shelter and QTIP trusts, along with GST tax planning, all compliant with USA law.

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Letter to Client: Outline Will with Separate Share Trusts for Children for Single Individual (New Jersey)

This legal template is a letter addressed to a client in New Jersey and pertains to the creation of a will. Specifically, it outlines the process of establishing separate share trusts for the children of a single individual in accordance with USA law.

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Estate Planning Questionnaire For Unmarried Partners

This legal template is designed to assist unmarried partners in the process of estate planning under USA law. It serves as a questionnaire to gather necessary information and help outline important considerations for asset distribution, power of attorney, healthcare decisions, and other relevant matters.

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