Family

This document template provides a checklist for counsel to use during an initial estate planning conference with a client to ensure all essential issues are addressed and to serve as a reminder of any issues not discussed.

This notice satisfies ERISA requirements for the initial and annual notice to participants in a defined contribution retirement plan with an automatic contribution arrangement.

This codicil is a customizable online document that can be used to amend an existing will in any US jurisdiction, allowing clients to revise, add, or delete provisions without creating an entirely new will.

This codicil provides a California resident with the ability to amend an existing will by revising, adding, or deleting provisions.

This codicil provides a Florida resident with the ability to amend an existing will by revising, adding, or deleting provisions.

This codicil is an online document that allows a Georgia resident to amend an existing will without creating a new one, providing options to revise, add, or delete provisions.

This codicil provides an Illinois resident with the ability to amend an existing will without creating a new one, including the option to revise, add, or delete provisions.

This codicil provides a Massachusetts resident with the ability to amend an existing will by revising, adding, or deleting provisions.

This codicil provides a New Jersey resident with the ability to amend an existing will by revising, adding, or deleting provisions.

This codicil provides a New York resident with the ability to amend an existing will by revising, adding, or deleting provisions.

This codicil provides a Pennsylvania resident with the ability to amend an existing will by revising, adding, or deleting provisions.

This codicil provides a Texas resident with the ability to amend an existing will by revising, adding, or deleting provisions.

Are you looking for a legal document to settle disputes between two parties? Our Confidential Separation Agreement and General Release template is designed to protect the rights of both parties and ensure that any confidential information is kept confidential. This template outlines the terms of the agreement, including the amount of money to be paid, any restrictions on the use of confidential information, and any other conditions that must be met. Additionally, it includes a general release, which releases both parties from any and all claims, liabilities, and obligations related to the dispute. With this template, you can rest assured that all of the terms and conditions of the agreement are clearly stated and understood by both parties.

This document provides participants with important details of their 401(k) plan loans and should be used in conjunction with other documents.

This letter template provides married couples with children a comprehensive estate planning package, including wills, trusts, powers of attorney, and advance health care directives, with integrated notes and drafting tips for use in any US jurisdiction.

This letter template provides married couples with draft estate planning documents including wills with a disclaimer trust, powers of attorney, and advance health care directives, and includes integrated notes with important explanations and drafting tips for use in any US jurisdiction.

This letter template provides a comprehensive estate planning package for married couples with children, including wills with a QTIP trust and Clayton provision, powers of attorney, and advance health care directives, with integrated notes and drafting tips for customization in any US jurisdiction.

This letter template provides married or unmarried couples with children a comprehensive estate plan, including wills, trusts, powers of attorney, and advance health care directives, with integrated notes and drafting tips for customization in any US jurisdiction.

This letter template provides married or unmarried couples with children a comprehensive estate plan, including wills, trusts, powers of attorney, and advance health care directives, with integrated notes and drafting tips for customization in any US jurisdiction.

This letter is a customizable template for unmarried partners, including same-sex couples, with children, providing draft estate planning documents and integrated notes with important explanations and drafting tips.

This document template allows Pennsylvania residents to appoint a health care agent and express preferences regarding health care treatments, including end-of-life care and anatomical gifts, with integrated notes and drafting tips.

This online document is a durable personal power of attorney for an individual in Delaware to appoint a third party to manage their property and financial matters.

This document allows an individual in Massachusetts to give a third party the authority to manage their property and financial matters.

This document is a Michigan Power of Attorney allowing an individual to appoint a third party to manage their property and financial matters.

This document template allows a Vermont resident to grant a third party the authority to manage their property and financial matters.

This document template allows a Kansas resident to appoint a health care agent to make health care decisions and receive health care information, with the option to include instructions for specific treatments and advance directives.

This document template allows a Nevada resident to appoint a health care agent to make health care decisions and receive health care information, with the option to include instructions for specific treatments and end-of-life care.

This template notice informs defined benefit plan participants of limitations on certain forms of benefit payments and accruals if the plan's AFTAP is less than 60%, and when the restrictions are lifted.

This contract outlines the attorney-client relationship between a married couple or unmarried partners and an attorney for estate planning-related legal services charged as a flat fee.

This contract outlines the duties of an attorney and their clients, either a married couple or unmarried partners, for estate planning-related legal services charged on an hourly basis.

This contract outlines the attorney-client relationship and establishes a flat fee for estate planning legal services.

This contract outlines the attorney-client relationship and duties for estate planning legal services charged on an hourly basis.

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

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

Are you involved in a family law proceeding? If so, you may need to provide the court with a detailed account of your financial situation. This is where a Financial Affidavit template can help. This document is used to provide the court with an accurate and complete picture of your financial situation, including income, assets, liabilities, and expenses. It is also used to determine the amount of child support or alimony that should be paid. When completing a Financial Affidavit, it is important to be honest and accurate. All financial documents and records should be provided, including bank statements, tax returns, pay stubs, and other documents that provide evidence of income and assets. With this template, you can ensure that the court receives a complete and accurate picture of your financial situation.

This document is a power of attorney allowing an individual in Mississippi to appoint a third party to manage their property and financial matters.

This document template creates an instruction directive (living will) in New Jersey, allowing individuals to state their preferences for medical treatment, particularly in regards to end-of-life decisions.

Are you looking for an Interest Rate Swap Agreement template? This template provides a comprehensive and legally binding contract between two parties that outlines the terms and conditions of an interest rate swap transaction. The document covers the exchange of a fixed rate of interest for a floating rate of interest, the payment obligations of each party, the calculation of the interest rate, and the termination of the agreement. This template ensures that both parties understand the terms of the agreement and provides legal protection in the event of a dispute. Get your Interest Rate Swap Agreement template today for a comprehensive and legally binding contract.

This document is a template Investment Management Agreement (IMA) between a plan administrator of an employer's qualified pension plan and an investment manager, as defined by ERISA and the Internal Revenue Code.

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

This letter template provides California couples with draft estate planning documents, including Simple wills, powers of attorney, and advance health care directives, along with integrated notes and explanations.

This template letter provides Florida couples with draft estate planning documents, including Simple wills, powers of attorney, designations of health care surrogate, and living wills, and explains the most important provisions of each document with integrated notes and drafting tips.

This template letter provides married or unmarried couples in Illinois with draft estate planning documents, including Simple wills, powers of attorney for property, powers of attorney for health care, and living wills, as well as integrated notes with important explanations and drafting tips.

This template letter provides a comprehensive overview of estate planning documents for married or unmarried couples in Massachusetts, including Simple wills, powers of attorney, and health care proxies, with integrated notes and drafting tips.

This letter template provides a comprehensive overview of estate planning documents for married or unmarried couples in New Jersey, including Simple wills, powers of attorney, and advance directives for health care, with integrated notes and drafting tips.

This template letter provides an overview of the key provisions of estate planning documents for married or unmarried couples in New York, including Simple wills, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This template letter provides married or unmarried couples in Pennsylvania with draft estate planning documents, including Simple wills, powers of attorney, and advance health care directives, along with integrated notes and explanations.

This template letter provides a comprehensive overview of estate planning documents for married or unmarried couples in Texas, including Simple wills, statutory durable powers of attorney, medical powers of attorney, and directives to physicians, with integrated notes and drafting tips.

This template letter outlines the estate planning documents for a married couple with children in Florida, including wills with a credit shelter trust and QTIP trust, powers of attorney, designations of health care surrogate, and living wills, with integrated notes and drafting tips.

This letter template provides an overview of estate planning documents for a married couple with children in New York, including wills with credit shelter and QTIP trusts, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This template letter provides an overview of estate planning documents for married couples with children in Texas, including wills with a credit shelter trust and QTIP trusts, as well as statutory durable powers of attorney, medical powers of attorney, and directives to physicians.

This template letter provides married couples in Florida with draft estate planning documents, including wills with credit shelter trusts and QTIP trusts, as well as powers of attorney, health care surrogates, and living wills, with integrated notes and drafting tips.

This template letter provides married couples with children in Pennsylvania draft estate planning documents, including wills with credit shelter trusts and QTIP trusts, as well as powers of attorney and advance health care directives, with integrated notes and drafting tips.

This template letter provides married couples in Texas with draft estate planning documents, including wills with credit shelter trusts and QTIP trusts, as well as statutory durable powers of attorney, medical powers of attorney, and directives to physicians, with integrated notes and drafting tips.

This template letter provides married couples with children in Florida draft estate planning documents, including wills with a disclaimer trust, powers of attorney, designations of health care surrogate, and living wills, with integrated notes and explanations.

This template letter provides an estate planning package for married couples with children in New Jersey, including wills, a disclaimer trust, powers of attorney, and advance directives, with integrated notes and drafting tips.

This template letter provides an estate planning package for married couples with children in New York, including wills with a disclaimer trust, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This template letter provides a comprehensive estate planning package for a married couple with children in Pennsylvania, including wills with a disclaimer trust for the surviving spouse, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This letter template provides married couples in Texas with draft estate planning documents including wills with a disclaimer trust, statutory durable powers of attorney, medical powers of attorney, and directives to physicians, along with integrated notes and explanations.

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

This letter template outlines the key provisions of estate planning documents for a married couple with children in New York, including wills with a QTIP trust, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This letter template provides comprehensive estate planning documents for married or unmarried couples with children in Florida, including wills with a testamentary pot trust for children, continuing separate share trusts for children, powers of attorney, designations of health care surrogate, and living wills, with integrated notes and drafting tips.

This template letter provides an overview of estate planning documents for married or unmarried couples with children in Georgia, including wills with a testamentary pot trust, continuing separate share trusts, powers of attorney, and advance directives for health care, with integrated notes and drafting tips.

This template letter provides draft estate planning documents for married or unmarried couples with children in Illinois, including wills with a testamentary pot trust for children, continuing separate share trusts for children, powers of attorney for property, powers of attorney for health care, and living wills, with integrated notes and drafting tips.

This template letter provides an overview of estate planning documents for married or unmarried couples with children in Massachusetts, including wills with testamentary pot trusts, continuing separate share trusts, powers of attorney, designations of health care surrogate, and living wills, with integrated notes and drafting tips.

This letter template provides an estate planning package for married or unmarried couples with children in New Jersey, including wills, trusts, powers of attorney, and advance directives, with integrated notes and drafting tips.

This letter template provides a comprehensive estate planning package for married or unmarried couples with children in New York, including wills with a testamentary pot trust, continuing separate share trusts, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This template letter provides Pennsylvania couples with children a comprehensive estate plan, including wills, trusts, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This online document is a template letter for a married or unmarried couple with children in Texas, providing draft estate planning documents including wills with a testamentary pot trust for children and continuing separate share trusts for children, statutory durable powers of attorney, medical powers of attorney, and directives to physicians, with integrated notes and explanations.

This letter template provides married and unmarried couples in Florida with draft estate planning documents, including wills with testamentary separate share trusts for children, powers of attorney, designations of health care surrogate, and living wills, along with integrated notes and explanations.

This letter template provides an overview of estate planning documents for married or unmarried couples with children in New Jersey, including wills with testamentary separate share trusts, powers of attorney, and advance directives for health care, with integrated notes and drafting tips.

This template letter provides an estate planning package for married or unmarried couples with children in New York, including wills with testamentary separate share trusts, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This template letter provides an overview of estate planning documents for married or unmarried couples with children in Pennsylvania, including wills, trusts, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This letter template provides Texas couples (married or unmarried) with draft estate planning documents, including wills with testamentary separate share trusts for children, statutory powers of attorney, medical powers of attorney, and directives to physicians, along with integrated notes and explanations.

This letter is a template for unmarried partners, including same-sex couples, with children in California, providing draft estate planning documents including wills with a testamentary trust, powers of attorney, and advance health care directives.

This letter provides a template for unmarried partners, including same-sex couples, with children in Florida to draft estate planning documents such as wills with a testamentary trust, powers of attorney, designations of health care surrogate, and living wills.

This letter is a template for unmarried partners, including same-sex couples, with children in New York, providing draft estate planning documents and explanations of their provisions.

This letter template provides comprehensive estate planning documents for unmarried partners, including same-sex couples, with children in Pennsylvania, with integrated notes and drafting tips.

This template letter provides unmarried partners, including same-sex couples, with draft estate planning documents including wills with a testamentary trust, powers of attorney, and directives to physicians, with integrated notes and drafting tips.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

This template letter provides an unmarried client with draft estate planning documents including a will with a testamentary pot trust for children, continuing separate share trusts for children, a power of attorney, and an advance health care directive, and includes integrated notes with important explanations and drafting tips.

This template letter outlines the estate planning documents for an unmarried client with children in Florida, providing explanations of the most important provisions and integrated notes with drafting tips.

This letter template provides an unmarried client with children in New Jersey with draft estate planning documents including a will with a testamentary pot trust, continuing separate share trusts, a power of attorney, and an advance directive for health care, along with integrated notes and drafting tips.

This template letter outlines the key provisions of estate planning documents for an unmarried client with children in New York, including a will with a testamentary pot trust, continuing separate share trusts, a power of attorney, health care proxy, and living will, with integrated notes and drafting tips.

This template letter outlines the estate planning documents for an unmarried client with children in Pennsylvania, including a will with a testamentary pot trust, continuing separate share trusts, a power of attorney, and an advance health care directive, with integrated notes and drafting tips.

This template letter provides an unmarried client with children in Texas draft estate planning documents including a will with a testamentary pot trust, continuing separate share trusts, a statutory durable power of attorney, medical power of attorney, and directive to physicians, with integrated notes and explanations.