Client Drafts

About this category:

Client Drafts documents are used to draft legal agreements between two or more parties.

Templates in this category:

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

This legal template showcases a written communication to a client regarding the preparation of a Revocable Trust, specifically tailored for married individuals in the United States. The document includes provisions for a Marital Trust and Clayton Provision, allowing for customization and protection of assets.

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9
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15
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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.

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6
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18
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1

Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner

This legal template provides a letter to clients containing drafts of simple revocable trust contracts specifically tailored for individuals who have a spouse or partner, all in accordance with the laws of the United States.

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9
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24
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6

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

This legal template provides a letter to the client containing drafts of simple revocable trust contracts specifically designed for individuals with a spouse or partner residing in Illinois, under the laws of the United States.

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10
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13
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2

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

This legal template is a letter addressed to a client, providing them with drafts of simple wills tailored to individuals who have a spouse or partner. It is specific to New York state, adhering to the laws of the United States.

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3
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24
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6

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

This legal template is a letter sent to a client and provides drafts of simple revocable trust contracts specifically designed for individuals with a spouse or partner in Massachusetts, under the jurisdiction of USA law.

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2
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8
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4

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

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

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8
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6
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1

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

This legal template is a letter to clients regarding the drafts of revocable trusts with a pot trust for children. It is specifically designed for individuals who have a spouse or partner and provides legal information under USA law.

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7
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3

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

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

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11
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19
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1

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

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

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6
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6
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1

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

This legal template provides a letter to clients in New Jersey, USA, containing drafts of simple revocable trust contracts specifically designed for individuals with a spouse or partner. These contracts aim to outline the terms and conditions of the trust, ensuring proper asset management and distribution in accordance with the applicable laws of USA.

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16
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5

Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (New York)

This legal template is a letter addressed to a client, providing drafts of simple revocable trust contracts for individuals with a spouse or partner, specifically tailored to New York state laws in the United States. The template serves as a starting point for establishing a trust arrangement for the client's assets while maintaining flexibility and control over the assets during their lifetime.

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8
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25
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6

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

This legal template likely provides drafts of revocable trusts with a specific provision called a disclaimer trust, designed for married individuals. The content appears to be in the form of a letter addressed to a client, ensuring compliance with USA law.

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8
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3

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

This legal template is a letter addressed to a client and contains drafts of simple revocable trust contracts tailored for individuals who have a spouse or partner in the state of Florida, under the jurisdiction of United States law.

Contract template sketch
7
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23
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5

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

This legal template provides a letter to a client along with draft versions of simple revocable trust contracts for individuals who have a spouse or partner, specifically tailored for California residents under USA law.

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11
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9
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4

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

This legal template provides drafts of Revocable Trusts with Credit Shelter and QTIP Trusts specifically tailored for married individuals, as per USA law. It includes a letter addressed to the client discussing the details and implications of these trust arrangements.

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10
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5
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5

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 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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4
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20
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1

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

This legal template provides a letter to clients in the USA regarding the draft of a revocable trust. It includes separate share trusts for children and is tailored to individuals with a spouse or partner.

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12
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4
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5

Letter to Client: Drafts of Wills with Credit Shelter and QTIP Trusts with GST Tax Planning for Married Individual (New York)

This legal template is a letter addressed to a client and specifically focuses on drafting wills for a married individual in New York under USA law. The wills include provisions for Credit Shelter and QTIP Trusts, along with GST Tax Planning. The letter likely provides guidance on executing these trusts to help the client minimize potential taxes and protect their assets.

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1
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9
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6

Drafts of Wills with Credit Shelter and QTIP Trusts with GST Tax Planning for Married Individual (Letter to Client)

This legal template provides a letter to a client that outlines the draft of wills for a married individual. It includes provisions for Credit Shelter and QTIP trusts, along with GST tax planning, all compliant with USA law.

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3
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24
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2

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

This legal template is a letter to a client in Pennsylvania, USA, providing drafts of simple wills for individuals who have a spouse or partner. It outlines the necessary legal parameters and guidelines to ensure the wills align with the laws and regulations applicable in the state of Pennsylvania.

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2
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7
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5

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

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

Contract template sketch
1
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22
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6

Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (Texas)

This legal template is a letter to a client providing draft versions of simple revocable trust contracts specifically designed for individuals living in Texas with a spouse or partner. The template complies with laws under the jurisdiction of the United States of America.

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5
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1
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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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1
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4

Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (Pennsylvania)

This legal template is a letter addressed to a client, providing drafts of simple revocable trust contracts specifically tailored for individuals with a spouse or partner residing in Pennsylvania under the jurisdiction of USA law.

Contract template sketch
3
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17
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5

Drafts of Revocable Trusts with Credit Shelter and QTIP Trusts with GST Planning for Married Individual (Letter to Client)

This legal template is designed to provide a draft of a Revocable Trust for married individuals, with provisions for a Credit Shelter Trust, QTIP Trust, and GST planning. It is intended to be used as a letter to the client, outlining the details of the trust structure and its implications under USA law.

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3
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6

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

This legal template contains draft revocable trusts specifically designed for unmarried partners in the USA. The template includes a letter to the client that provides information and guidance on setting up a trust for the partner to ensure their interests and assets are protected.

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6
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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.

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1
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4

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.

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11
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16
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1