Estate Planning

About this category:

Estate planning documents are legal documents that are used to plan for the management and distribution of a person's assets after their death. These documents can include a will, trust, power of attorney, health care directive, and other documents that are designed to ensure that the person's wishes are carried out and that their assets are distributed according to their wishes. Estate planning documents can also be used to plan for the care of minor children, provide for the care of a disabled family member, and provide for the transfer of assets to heirs.

Templates in this category:

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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19
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4

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

This legal template could be a document specifically designed for individuals residing in Massachusetts who want to create a will and establish a trust for their partner.

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8
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3

Living Will Directive (Kentucky)

The Living Will Directive (Kentucky) is a legal template that outlines an individual's instructions for medical treatment in situations where they are unable to communicate their own wishes. It allows individuals in Kentucky to express their desires regarding life-sustaining treatments, end-of-life care, and organ donation.

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26
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3

Pour-Over Will (New York)

A Pour-Over Will (New York) is a legal document that ensures any property or assets not previously transferred to a trust will be moved into the trust upon the individual's death, avoiding probate and allowing for easier distribution in accordance with their wishes.

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24
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5

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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5
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4

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

This legal template could be a document that outlines the last will and testament of a single individual residing in Texas. It may establish separate share trusts for their children, specifying how their assets are to be distributed and managed after their passing.

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10
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14
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3

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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17
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5

Will for Married Individual: Disclaimer Trust (New York)

This legal template is likely a document for creating a will specifically designed for married individuals residing in New York. The will may include provisions for a disclaimer trust, which allows the spouse to disclaim certain assets that will then be passed on to other beneficiaries in a tax-efficient manner.

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14
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4

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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11
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6

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 Spouse or Partner: Pot Trust for Children (New Jersey)

This legal template is about a will specifically designed for individuals in New Jersey who have a spouse or partner and wish to create a trust for their children, commonly known as a pot trust. It provides instructions on how to distribute assets and protect the interests of the children in the event of the individual's death.

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20
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2

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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6

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

This legal template is a letter addressed to a client in California, designed to outline the process of creating a Simple Will for a single individual under the law of the United States.

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4
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Agenda for Initial Estate Planning Meeting

This legal template outlines the agenda for the initial meeting between an attorney and a client to discuss estate planning matters under the jurisdiction of United States law.

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18
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5

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

This legal template is a letter addressed to a client and provides an outline for creating a will specifically for a single individual living in Texas, USA. It focuses on incorporating a pot trust to ensure the effective management and distribution of assets to their children.

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1
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4

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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21
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6

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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12
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3

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

This legal template is a letter prepared for a client in Florida, USA, that provides drafts of simple wills for individuals who have a spouse or partner. It outlines the necessary legal considerations and instructions for preparing the wills.

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1

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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8
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3

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

This legal template is a letter to the client regarding the drafts of wills with separate share trusts for children. It is specifically designed for individuals who have a spouse or partner and aims to provide legal guidance under USA law.

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7
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4

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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2
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6

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

This legal template is a letter to a client regarding the drafts of simple wills for individuals who are married or in a domestic partnership in the state of California, following the laws of the United States.

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6
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1

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

This legal template is a letter addressed to a client and focuses on providing drafts of simple wills for individuals who have a spouse or partner. It specifically pertains to Massachusetts law under the jurisdiction of the United States.

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20
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1

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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19
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3

Codicil to Will

This legal template is a Codicil to a Will, which is an official document used under USA law to make amendments or additions to an existing Last Will and Testament. It allows individuals to modify specific provisions, update beneficiaries, or include new instructions relating to their estate distribution after their passing.

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10
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5

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

This legal template is likely a document that outlines an individual's last will and testament in California. It includes provisions for the individual's partner, such as establishing a trust to ensure their financial security and inheritance rights after the individual's death.

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8
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2

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

This legal template is a letter addressed to a client and it pertains to the creation of wills with trust provisions specifically designed for unmarried partners in the state of New York, according to the laws of the United States.

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3
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4

Will for Single Individual: Simple (New York)

This legal template is a simple and specific last will and testament designed for a single individual residing in New York. It covers the distribution of the person's assets and allows them to outline their final wishes.

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12
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3

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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5

Living Will and Appointment of Health Care Representative (Connecticut)

This legal template could be a document that allows individuals in Connecticut to legally express their healthcare preferences in the event they become incapacitated, as well as appoint a trusted representative to make medical decisions on their behalf.

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16
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4

Durable Personal Power of Attorney (Delaware)

This legal template is a document that grants a trusted person the power to make decisions and act on behalf of an individual in Delaware, following the laws of the United States. It aims to establish durable personal power of attorney, allowing the nominated person to handle the individual's personal affairs in the event of incapacitation or inability to make decisions.

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16
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1

Will for Individual with Spouse or Partner: Simple (New Jersey)

This legal template is a simplified will specifically designed for individuals residing in New Jersey who have a spouse or partner. It enables them to outline their wishes regarding the distribution of their assets and the appointment of guardians for their children, ensuring their loved ones are taken care of after their passing.

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10
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6

Letter to Client: Outline Simple Will for Single Individual

This legal template serves as a letter to a client outlining a simple will under USA law for a single individual. It provides a step-by-step guide and format for creating a straightforward will document to ensure the client's wishes are legally documented and carried out after their passing.

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5
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Will for Single Individual: Simple (California)

This legal template is a simple will specifically designed for individuals residing in California. It covers the essential aspects of an individual's estate, such as beneficiaries, assets, and any special instructions or requests.

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7
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4

Will for Individual with Spouse or Partner: Simple (New York)

This legal template is a simple and straightforward will specifically designed for individuals residing in New York who have a spouse or partner. It covers essential details regarding the distribution of assets, naming of beneficiaries, and appointment of executors or guardians.

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19
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4

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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Codicil to Will (New York)

This legal template is a codicil to an existing will in the state of New York, USA. It likely contains instructions for making amendments or additions to the original will document.

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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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Durable Power of Attorney (Michigan)

This legal template provides a document specific to Michigan under USA law, granting someone the authority to act on behalf of another person in various legal and financial matters, even if the individual becomes incapacitated.

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6

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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3

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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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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13
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6

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

This legal template is a letter addressed to a client in New Jersey regarding the creation of simple wills for individuals who are married or have a partner. It provides the necessary information and drafts of the wills according to the legal requirements under USA law.

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22
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6

Will For Individual with Spouse or Partner: Separate Share Trusts For Children

This legal template could be a document outlining the provisions of a will for an individual who is married or in a domestic partnership, where separate share trusts are established to provide for the children of the individual and their spouse/partner.

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19
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2

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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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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6
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2

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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14
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4

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 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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18
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3

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

This legal template provides a letter to a client in the USA regarding the drafts of wills with a trust for unmarried partners. It offers a solution for partners who are not married but wish to establish provisions for each other in their estate plans.

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

This legal template could be about a will for a single individual residing in Florida, which includes a pot trust provision specifically for the benefit of their children.

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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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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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Estate Planning Engagement Letter For Unmarried Client: Hourly Fee Arrangement

This legal template is a contract outlining the terms of an estate planning engagement between a lawyer and an unmarried client. It includes details about the hourly fee arrangement and is compliant with USA law.

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

This legal template is likely a document that specifies the distribution of assets and guardianship of minor children in the event of the single individual's death. By creating separate share trusts for each child, it ensures the individual's estate is divided appropriately and managed on behalf of each child until they reach adulthood, as per Massachusetts law.

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20
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6

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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24
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2

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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15
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3

Will for Married Individual: Disclaimer Trust (Texas)

This legal template is likely about a will specifically designed for a married individual in the state of Texas. It may include provisions for a disclaimer trust, which allows the surviving spouse to disclaim certain assets, potentially reducing estate taxes and protecting the estate for future generations.

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6
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5

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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8
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2

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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17
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6

Statutory Durable Power of Attorney (Texas)

This legal template is a document specific to the state of Texas that grants authority to an appointed agent to handle financial and legal matters on behalf of the principal, even if they become incapacitated.

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19
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6

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

This legal template is a letter addressed to a client in Illinois, USA, regarding the drafting of simple wills for individuals who have a spouse or partner. The template likely includes instructions and guidelines for creating a legally valid will tailored to the client's specific circumstances.

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19
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1

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

This legal template is a document designed for single individuals in New Jersey who wish to create a pot trust for their children in their will. The pot trust allows for the distribution of assets and income to be shared among multiple children until a certain age.

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7
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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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22
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Will for Married Individual: Disclaimer Trust (Massachusetts)

This legal template could be a document that is used by a married individual in Massachusetts to create a will with a disclaimer trust. The trust allows the individual to transfer assets to the trust instead of directly to their spouse, providing more control over how the assets are distributed after their death.

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15
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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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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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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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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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Durable Power of Attorney for Health Care Decisions (Kansas)

This legal template provides a written and legally binding document for residents of Kansas in the United States to delegate their health care decisions to a trusted agent in the event they become unable to make those decisions on their own.

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24
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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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5

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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Pour-Over Will (Florida)

A Pour-Over Will (Florida) is a legal template used to ensure that any assets not specifically addressed in a trust are transferred into the trust upon the individual's death, providing comprehensive estate planning and asset distribution.

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6

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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General Durable Power of Attorney (Mississippi)

This legal template is a form specifically designed for residents of Mississippi to grant someone else the authority to manage their financial and legal affairs in the event they become incapacitated or unable to handle these matters on their own.

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

This legal template is likely about creating a will for an individual who has a spouse or partner in New Jersey. It specifically addresses the incorporation of separate share trusts for their children, ensuring proper distribution of assets and protection for the children's interests.

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Will for Single Individual: Simple (Texas)

This legal template is a straightforward and simple Will designed for a single individual residing in Texas. It covers the essential aspects of estate planning and ensures the individual's wishes are legally documented and executed upon their passing.

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Estate Planning Questionnaire For Single Individual

This legal template is a questionnaire tailored for single individuals in the US, specifically addressing estate planning matters. It aims to assist in gathering pertinent information necessary for creating and organizing an individual's estate plan, including wills, trusts, and other related documents.

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

This legal template is a letter specifically for clients in New York, USA. It provides an outline for preparing a will that includes a Pot Trust for children of a single individual, ensuring their financial security and effective distribution of assets.

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24
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4

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

This legal template is a letter addressed to a client regarding the draft of wills that include Credit Shelter and QTIP Trusts for married individuals in Texas, under the jurisdiction of United States law.

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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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Revocation of Beneficiary Deed (Colorado)

This legal template is a form used in Colorado to revoke a beneficiary deed, which is a document allowing a designated beneficiary to inherit specific real estate upon the grantor's death. The template guides individuals on the necessary steps to legally revoke this deed.

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

This legal template is an engagement letter catering to married clients or unmarried partners seeking estate planning services. It outlines the terms and conditions of an hourly fee arrangement in accordance with USA law.

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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 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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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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5

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

This legal template could potentially be for an individual in Texas who wants to create a will that includes a trust specifically for their partner. The trust could outline how the partner will benefit from the individual's assets and ensure their financial security after the individual's passing.

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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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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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Will for Single Individual: Simple (Pennsylvania)

This legal template is designed for single individuals residing in Pennsylvania, providing a straightforward and uncomplicated will document. It assists in outlining the distribution of assets and wishes after the individual's passing.

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