Family

About this category:
Family documents are legal documents that are used to protect the rights of family members. These documents can include prenuptial agreements, wills, trusts, adoption papers, guardianship papers, and divorce decrees. They can also be used to establish paternity, establish child support, and divide assets in the event of a divorce.

Templates in this category:

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.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
4
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
9
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Spousal Lifetime Access Trust (SLAT)

A Spousal Lifetime Access Trust (SLAT) is a legal template that allows one spouse to create an irrevocable trust for the benefit of the other spouse, while still maintaining control over the assets and reducing tax liability. It provides income and asset protection for the non-grantor spouse while preserving wealth for future generations.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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

This legal template is likely about a will specifically designed for married individuals in the state of Florida. It includes provisions for setting up a marital trust as well as a Clayton provision, which could relate to protecting assets and providing for beneficiaries.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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

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

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
25
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
19
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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

This legal template is designed for single individuals residing in Georgia who wish to create a will with provisions for a pot trust for their children.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Investment Management Contract (IMA) for Pension Plans

This legal template provides an Investment Management Contract specifically designed for pension plans under USA law. It outlines the terms and conditions between a pension plan and an investment manager, ensuring proper management of the plan's assets while complying with relevant legislation and regulations.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Revocable Trust for Single Individual: Simple (California)

This legal template likely refers to a document that enables a single individual in California to establish a revocable trust. The trust allows the individual to manage their assets during their lifetime and designate beneficiaries to receive those assets upon their death. This template is likely designed to be straightforward and easy to use.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
5
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Revocable Trust for Single Individual: Simple (Pennsylvania)

This legal template is likely a document outlining the terms and conditions of a revocable trust specifically designed for a single individual in the state of Pennsylvania. It is a straightforward and uncomplicated trust agreement that can be modified or terminated by the individual during their lifetime.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
1

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

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

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
1

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.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Separation and Release of Claims Contract (New York)

This legal template could be a contract designed for couples in New York who are undergoing a separation or divorce. It outlines the terms and conditions of the separation, including the release of any legal claims between the parties involved.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
5
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
5
Share icon, to represent the number of times this template has been shared by Genie AI users
5

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.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Revocable Trust for Single Individual: Simple

This legal template outlines the creation of a revocable trust specifically designed for a single individual. It provides a straightforward and uncomplicated method of establishing the trust, allowing the individual to modify or terminate it at any time during their lifetime.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
19
Share icon, to represent the number of times this template has been shared by Genie AI users
1

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.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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

This legal template provides a simple and straightforward will document specifically designed for individuals residing in Massachusetts who have a spouse or partner. It assists in detailing the distribution of assets and property upon the individual's demise.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
11
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
5

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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
6
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Automatic Contribution Arrangement Notice For Qualified Retirement Plans

This legal template is a notice document pertaining to automatic contribution arrangements for qualified retirement plans under the jurisdiction of USA law.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
5

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.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
11
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
5

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.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
10
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Financial Affidavit (Genie AI)

This legal template could be about a Financial Affidavit, which is a document created under USA law. It is likely designed to collect and present detailed financial information of an individual or entity involved in a legal matter, such as divorce, child support, or bankruptcy.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Revocable Joint Trust for Married Couple: Simple (New Jersey)

This legal template is likely about a revocable joint trust designed for married couples residing in New Jersey. It provides a straightforward way for couples to manage their assets and ensure they can revise or revoke the trust as needed.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Will for Married Individual: Disclaimer Trust (Pennsylvania)

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

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Codicil to Will (Pennsylvania)

This legal template is a Codicil to a Will document specifically designed for individuals residing in Pennsylvania, USA. It provides a way to make amendments or additions to an existing will, ensuring that any changes are legally binding and in compliance with local laws.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
1

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.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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

This legal template is likely a draft of a letter to a client, which includes provisions for a marital trust and a Clayton provision within a will document. The template would be specific to married individuals and would adhere to the laws of the United States.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Letter to Client: Outline Simple Revocable Trust Contract for Single Individual

This legal template serves as a letter to a client outlining the provisions and terms of a Simple Revocable Trust Contract designed for a single individual under USA law. The document provides a comprehensive framework for the client to establish a trust and manage their assets accordingly.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
5

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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
11
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Separation and Release of Claims Contract (Illinois)

The Separation and Release of Claims Contract (Illinois) is a legal template that focuses on the process of finalizing and formalizing the separation between an employer and an employee in the state of Illinois. It outlines the terms and conditions for the employee's departure, release of any present or future claims, and ensures a smooth transition for both parties involved.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Revocable Trust for Single Individual: Simple (Texas)

This legal template is likely a document that outlines the creation of a revocable trust for a single individual in the state of Texas. It is designed to be straightforward, providing a clear and easy-to-understand framework for the individual to establish and manage their trust.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
25
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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

This legal template is specifically designed for married individuals residing in Georgia who want to include credit shelter and QTIP trusts in their wills. It also addresses GST (generation-skipping transfer) tax planning strategies.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
19
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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

This legal template likely pertains to the creation of a will for an individual who has a partner in the state of Pennsylvania. It includes provisions for establishing a trust for the partner, ensuring their financial security and asset distribution after the individual's passing.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
5
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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

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

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Release And Separation Agreement (Genie AI)

This legal template could be a document outlining the terms and conditions regarding a release and separation agreement between parties, possibly involving Genie AI. The agreement may involve the termination of employment or the dissolution of a business relationship, addressing matters such as severance terms, confidentiality, non-compete clauses, and dispute resolution.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
4
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Will For Single Individual: Separate Share Trusts For Children

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

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
5
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
6

ERISA Section 101(j) Notice

This legal template could be a notice template used to comply with the requirements of ERISA Section 101(j) of the USA law. ERISA stands for Employee Retirement Income Security Act, and this specific section relates to notice obligations for plan participants regarding the reduction or elimination of certain benefits.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Pour-Over Will

A pour-over will is a legal document that ensures any assets not covered by a living trust are "poured over" into it upon the individual's death. This template outlines the process and provisions for transferring such assets, avoiding probate and ensuring they are managed according to the trust's terms.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Revocable Trust for Single Individual: Simple (New Jersey)

This legal template likely outlines the provisions for a revocable trust specifically designed for a single individual residing in New Jersey. It is a straightforward document that allows the individual to make changes or revoke the trust during their lifetime.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
6
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
19
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Letter to Client: Outline Simple Revocable Trust Contract for Single Individual (Texas)

This legal template is a letter to a client that provides an outline of a Simple Revocable Trust Contract specifically designed for a single individual in Texas, operating under the laws of the United States of America.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
4
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Pour-Over Will (Pennsylvania)

This legal template is likely a document that outlines the distribution of assets to a trust in the event of the testator's death, ensuring any remaining assets "pour over" into the trust for efficient management and distribution according to Pennsylvania law.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
6
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
5

template Lifetime Income Illustration for Defined Contribution Plans

This legal template provides a comprehensive illustration of lifetime income for defined contribution plans, helping individuals understand and plan for their retirement income streams based on their investment contributions and returns over time.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
1

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.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Separation Agreement And General Release (Genie AI)

This legal template is likely to be a standard document used for individuals going through a separation or divorce to outline the terms and conditions of their separation agreement and release any claims or liabilities against each other. It may cover issues such as property division, child custody and support, and spousal support.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
19
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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

This legal template likely pertains to an individual in Florida who wants to create a will, including provisions for their partner. It may also involve establishing a trust to ensure the partner's financial security and outline specific instructions for the distribution of assets after the individual's death.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Revocable Joint Trust for Married Couple: Simple (Illinois)

This legal template is a document for creating a revocable joint trust specifically designed for a married couple residing in Illinois. It provides a straightforward and easily customizable framework for managing and distributing their combined assets during their lifetime and after their passing.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
4
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
11
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
19
Share icon, to represent the number of times this template has been shared by Genie AI users
5

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.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
6

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.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
11
Share icon, to represent the number of times this template has been shared by Genie AI users
1

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.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
10
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
1

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.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
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.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Living Will (New York)

This legal template is a document specifically designed for residents of New York to outline their medical preferences and treatment decisions in the event they are unable to communicate their wishes. It provides guidance to healthcare providers and loved ones, ensuring that one's end-of-life medical decisions are respected and upheld.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Interest Rate Swap Agreement (Genie AI)

This legal template is about an Interest Rate Swap Agreement drafted under USA law. It likely includes provisions regarding the exchange of interest rate payments between parties to mitigate risks associated with fluctuating interest rates.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
30
Share icon, to represent the number of times this template has been shared by Genie AI users
1

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.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Letter to Client: Outline Simple Revocable Trust Contract for Single Individual (Florida)

This legal template provides a letter to a client, outlining a simple revocable trust contract for a single individual in the state of Florida, within the legal framework of the United States.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Separation and Release of Claims Contract (Ohio)

This legal template is likely a contract used in Ohio for individuals who are separating either in their personal or professional lives. The contract is designed to outline the terms and conditions of the separation, including the release of any legal claims or liabilities between the parties involved.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
2

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.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
3

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.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
6