Estate Planning

About this category:

Assets can be transferred using estate planning documents such as wills, trusts, powers of attorney, advance health care directives, and beneficiary designations.

Templates in this category:

Estate Planning Engagement Letter For Unmarried Client: Flat Fee Arrangement

This legal template outlines an engagement letter for an estate planning lawyer to provide services to an unmarried client. The template specifies a flat fee arrangement for services rendered under 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.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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.

Contract template sketch
7
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
2

Estate Planning Engagement Letter For Married Clients or Unmarried Partners: Hourly Fee Arrangement

This legal template is an engagement letter catering to married clients or unmarried partners seeking estate planning services. It outlines the terms and conditions of an hourly fee arrangement in accordance with USA law.

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
1

Codicil to Will (Massachusetts)

This legal template likely pertains to a codicil, which is a legal document used to make amendments or additions to an existing will. Specifically tailored for Massachusetts under USA law, it aims to provide a standardized format for individuals seeking to update their wills in adherence to the state's probate laws.

Contract template sketch
7
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
2

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

Pour-Over Will (California)

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

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
4

Pour-Over Will (Texas)

A Pour-Over Will (Texas) is a legal template designed to ensure that any assets not already covered by a trust are transferred into the trust upon the individual's death, offering an additional layer of asset protection and probate avoidance.

Contract template sketch
4
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
1

Codicil to Will (New Jersey)

This legal template is a document intended to modify and update a Will in accordance with the laws of New Jersey, USA. It allows individuals to make specific changes or additions to their existing Will without having to rewrite the entire document.

Contract template sketch
1
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
1

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

Codicil to Will (Florida)

This legal template pertains to the addition or modification of certain provisions in a will specifically in the state of Florida under legal jurisdiction in the United States of America.

Contract template sketch
12
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

Codicil to Will (New York)

This legal template is a codicil to an existing will in the state of New York, USA. It likely contains instructions for making amendments or additions to the original will document.

Contract template sketch
8
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
2

Estate Planning Engagement Letter For Married Clients or Unmarried Partners: Flat Fee Arrangement

This legal template is an engagement letter for estate planning services tailored specifically for married clients or unmarried partners. It outlines the terms of a flat fee arrangement for estate planning services conducted under the laws of the United States.

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
6