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 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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4

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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4
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2

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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11
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19
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2

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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12
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3

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

This legal template likely pertains to a will for an individual residing in Pennsylvania who wants to provide for their spouse or partner as well as set up a trust for their children. The pot trust ensures that the assets are managed and distributed among the children in a fair and efficient manner.

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10
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5

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

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

This legal template is a letter to a client in New Jersey, USA, regarding the draft of a will with a disclaimer trust specifically tailored for a married individual. It provides legal guidance and information on the necessary legal steps to safeguard assets and ensure proper distribution after the individual's passing.

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17
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2

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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10
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2

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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6
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21
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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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3

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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22
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6

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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19
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5

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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23
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6

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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5
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Durable Power of Attorney (Massachusetts)

This legal template is a document used in Massachusetts to establish a durable power of attorney, granting another person the authority to make decisions on one's behalf in the event of incapacitation, according to United States laws.

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13
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1

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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12
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25
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6

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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21
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3

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

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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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

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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13
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6

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

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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24
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3

Will for Single Individual: Simple (Illinois)

This legal template is a simplified version of a will designed for a single individual residing in Illinois. It provides an easy-to-use format for documenting the distribution of assets and appointing an executor to carry out the individual's final wishes.

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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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6

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

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

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

This legal template is a will specifically designed for a married individual residing in New York. It includes provisions for a marital trust and the Clayton provision, ensuring an organized and efficient allocation of assets and property after their passing.

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8
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1

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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18
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1

Will For Married Individual: Credit Shelter & QTIP Trusts

This legal template provides instructions and guidelines for a married individual to create a will that includes credit shelter and QTIP trusts. These trusts are designed to protect assets and provide financial security for the surviving spouse and beneficiaries.

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4

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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8
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Will for Individual with Spouse or Partner: Simple (Florida)

This legal template is designed for individuals in Florida who want to create a simple will, specifically for individuals who are married or have a domestic partner. It provides a basic framework for distributing assets and making specific provisions for their spouse or partner after their death.

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19
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5

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

This legal template is likely a document designed to help a single individual residing in New Jersey create a will that establishes separate share trusts for their children. The template would lay out the necessary provisions and conditions for distributing assets, ensuring that each child receives their designated share of the estate.

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18
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6

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

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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6

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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12
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1

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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26
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2

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 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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3

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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10
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1

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

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 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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24
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3

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

This legal template could be a letter addressed to a client in Florida, offering drafts of wills that include provisions such as a marital trust and Clayton provision for a married individual. These provisions are designed to ensure the proper distribution of assets and protect the spouse's interests, while adhering to USA law.

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9
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2

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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21
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1

Living Will (Illinois)

The Living Will (Illinois) legal template is a document that outlines an individual's healthcare preferences and treatment decisions in the event they become incapacitated and unable to communicate, ensuring their wishes are respected and honored.

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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

Codicil to Will (Illinois)

This legal template likely provides a pre-drafted document that allows individuals in the state of Illinois, USA, to make amendments or additions to their existing wills. By using this codicil, individuals can update their wills to reflect any changes in their wishes or circumstances without having to create an entirely new will.

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4

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

This legal template is a letter to a client in Texas, USA, regarding the drafts of wills that include a disclaimer trust specifically designed for married individuals. The letter provides legal guidance and advice related to the creation and execution of wills, ensuring the client's assets are distributed according to their wishes and in compliance with applicable laws.

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8
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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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25
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5

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 Single Individual: Separate Share Trusts for Children (Pennsylvania)

This legal template is likely a document for a single individual in Pennsylvania who wants to create separate share trusts for their children in their will. The template likely outlines the details and provisions for the trusts, such as beneficiaries, assets, and other specific instructions for their inheritance.

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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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6

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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1

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

This legal template is designed for married individuals residing in Illinois who wish to create a Will including Credit Shelter and QTIP Trusts, while also incorporating GST (Generation-Skipping Transfer) tax planning.

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5

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: 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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6

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

Durable Health Care Power of Attorney and Health Care Treatment Instructions (Living Will) (Pennsylvania)

This legal template pertains to the Durable Health Care Power of Attorney and Health Care Treatment Instructions (Living Will) specifically designed for residents of Pennsylvania under the jurisdiction of USA law. It outlines the designated person's authority in making medical decisions and provides instructions for health care treatments in case the individual becomes unable to communicate their preferences.

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11
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1

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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17
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6

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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13
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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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26
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6

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

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

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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22
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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 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 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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3
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1

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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14
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5

Will For Individual with Partner: Trust For Partner

This legal template is likely about the creation of a will for an individual who has a partner, and involves the establishment of a trust specifically for the partner. This could include instructions for how assets should be distributed and managed after the individual's death.

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12
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13
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5

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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17
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1

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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5
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5

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

This legal template is a letter to a client in Pennsylvania, explaining and providing drafts of wills with a trust for unmarried partners. It ensures legal protection and distribution of assets in accordance with USA law.

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7
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4

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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9
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23
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3

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

This legal template is a letter addressed to a client in Florida, USA, regarding the creation of a will with separate share trusts for each of their children. It outlines the process and legal provisions that need to be considered to ensure the proper distribution of assets and protection for the children in the event of the individual's passing.

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17
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5

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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1
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5

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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4
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2

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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21
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2

Instruction Directive (Living Will) (New Jersey)

This legal template provides guidelines on creating a living will, also known as an Instruction Directive, under the laws of New Jersey, USA. It assists individuals in documenting their healthcare preferences and end-of-life decisions should they become unable to communicate their wishes.

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3
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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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26
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2

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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24
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6

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

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

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

This legal template is designed for individuals in New York who are married or have a partner, and wish to create a comprehensive will. It includes separate share trusts to ensure that the children are provided for in the event of the individual's death.

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20
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6

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: 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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22
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1

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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7
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5

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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26
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1

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

This legal template is a letter addressed to a client, providing an outline for a will that includes separate share trusts for children. The template is specifically tailored for single individuals, and is in accordance with the laws of the United States of America.

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13
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4

Pour-Over Will (Georgia)

A Pour-Over Will (Georgia) is a legal template used in the state of Georgia to ensure that any assets not included in a trust are transferred to the trust upon the individual's death, simplifying the distribution process and ensuring the wishes of the deceased are followed.

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17
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6

Pour-Over Will (California)

A Pour-Over Will (California) is a legal template used to ensure that any assets not specifically included in a trust are transferred to the trust upon the death of the testator, providing a comprehensive plan for distribution and asset management.

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17
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4

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

This legal template outlines the creation of separate share trusts for children in the will of an individual who has a spouse or partner. Specifically designed for residents of Georgia.

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14
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4

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

This legal template is a letter to a client regarding the drafts of wills with a trust for unmarried partners in Florida, as per the USA law. The letter provides information and assistance in creating these legal documents to protect the interests of unmarried partners in estate planning and inheritance matters.

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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

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 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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15
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5

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

This legal template is a letter addressed to a client in Texas, explaining the various drafts of wills that include Credit Shelter and Qualified Terminable Interest Property (QTIP) trusts, specifically designed for married individuals. The focus is on estate planning and the inclusion of Generation-Skipping Transfer (GST) tax planning, all within the legal framework of the United States.

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11
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3