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

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

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25
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2

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

Side Letter, Investment in 25% Fund

This legal template could be about a side letter agreement that outlines the terms and conditions for an investment in a 25% fund. It likely covers the rights, obligations, and expectations of both parties involved in the investment.

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20
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4

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

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

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

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12
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3

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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4
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5

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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10
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5
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4

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

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

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8
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24
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4

Will for Married Individual: Disclaimer Trust (New York)

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

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14
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4

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

This legal template provides a letter to a client outlining the provisions and specifications of a Simple Revocable Trust Contract designed for a single individual residing in New Jersey, following the laws and regulations of the United States of America.

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2
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5

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

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

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12
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21
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3

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

This legal template provides a letter to a client outlining a simple revocable trust contract specifically designed for a single individual residing in California, in accordance with the laws of the United States.

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2
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3

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

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

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

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20
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1

Separation and Release of Claims Contract (Indiana)

This legal template is likely a contract designed for individuals in the state of Indiana who are seeking a separation from their employer. It may outline the terms and conditions under which the employee agrees to release their claims against the employer in exchange for certain benefits or agreements.

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2
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2

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

This legal template is a letter addressed to a client in Florida, USA, regarding the drafting of wills that include a Pot Trust for their children. It specifically caters to individuals who have a spouse or partner.

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18
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3

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

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

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19
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2

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 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

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

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

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8
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3

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

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

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1
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5

Will for Married Individual: Disclaimer Trust (Texas)

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

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6
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5

Pour-Over Will (New York)

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

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24
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5

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

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

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15
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3

Revocable Trust For Individual with Spouse or Partner: Separate Share Trusts For Children

This legal template likely outlines the creation of a revocable trust for an individual who has a spouse/partner and intends to leave separate share trusts for their children. The template could include provisions for asset allocation, management, and distribution to ensure the spouse/partner's financial security while preserving separate shares for the children.

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6
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3

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

Revocable Joint Trust for Married Couple: Simple (Pennsylvania)

This legal template is a document that allows a married couple in Pennsylvania to set up a Joint Trust, which is modifiable or revocable during their lifetime. It is a straightforward and simplified version of a trust agreement, enabling couples to manage their assets jointly and outline instructions for distribution upon death or incapacity.

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10
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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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7
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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

Transition And Separation Agreement (Genie AI)

This legal template outlines the terms and conditions for the transition and separation agreement between two parties using Genie AI technology. It covers the process and responsibilities involved in separating from the company and transitioning smoothly to a new phase.

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4
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8
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2

Separation and Release of Claims Contract (North Carolina)

This legal template could be a contract used in North Carolina to outline the terms and conditions of separating employment, including the release of any future claims or disputes. This document would help protect the rights of both the employer and the employee during the separation process.

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9
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26
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5

Summary Annual Report (SAR) For Retirement Plans

This legal template is a Summary Annual Report (SAR) specifically designed for retirement plans. It aims to provide a brief and concise summary of the plan's financial status, operations, and compliance with relevant regulations.

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26
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4

Estate Planning Questionnaire For Unmarried Partners

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

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15
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4

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

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

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

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

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24
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1

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

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

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12
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4

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

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

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10
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7
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2

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

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

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14
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4

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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5
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3
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1

Revocable Trust for Single Individual: Simple (Illinois)

This legal template is a document that outlines the establishment of a revocable trust for a single individual in Illinois. The template provides a straightforward and uncomplicated framework for creating the trust, ensuring ease of use and understanding for individuals seeking to protect their assets and dictate their distribution.

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4
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Letter to Client: Outline Simple Revocable Joint Trust for Married Couple (Texas)

This legal template is a brief letter intended to outline the details of a Simple Revocable Joint Trust for a married couple residing in Texas, as per the laws of the United States.

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20
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2

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

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

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4

Separation and Release of Claims Contract (Minnesota)

This legal template is a contract specific to Minnesota that outlines the terms and conditions of separating and releasing claims between two parties, providing a formal agreement to resolve any disputes and prevent future legal actions.

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2
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4

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

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

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2
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6

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

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

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21
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1

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

Missing Participant Procedures For Retirement Plans

This legal template provides guidelines and procedures for retirement plans to locate missing participants. It outlines steps to be taken by plan administrators to contact, track, and distribute retirement benefits to participants who cannot be located, ensuring compliance with regulatory requirements.

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25
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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 Individual with Partner: Trust for Partner (California)

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

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8
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