Will

About this category:

A will is a legal document that states what should happen to a person's property and assets after they die.

Templates in this category:

Will for Single Individual: Simple (Illinois)

This legal template is a simplified version of a will designed for a single individual residing in Illinois. It provides an easy-to-use format for documenting the distribution of assets and appointing an executor to carry out the individual's final wishes.

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

This legal template is a simplified will specifically designed for individuals residing in California who have a spouse or partner. It outlines the distribution of assets and provides instructions on how to handle important matters after the individual's passing.

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26
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6

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 (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.

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21
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6

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.

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4
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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

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 Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (New Jersey)

This legal template is a document that enables a married individual in New Jersey to create a will that includes provisions for credit shelter and QTIP trusts, with the aim of minimizing or eliminating the impact of generation-skipping transfer (GST) taxes.

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11
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14
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5

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.

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23
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3

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

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.

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25
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4

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.

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20
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6

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 Individual with Spouse or Partner: Pot Trust for Children (New Jersey)

This legal template is about a will specifically designed for individuals in New Jersey who have a spouse or partner and wish to create a trust for their children, commonly known as a pot trust. It provides instructions on how to distribute assets and protect the interests of the children in the event of the individual's death.

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20
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2

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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19
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1

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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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.

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21
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2

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.

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Codicil to Will (Georgia)

This legal template is a Codicil to a Will specifically designed for residents of Georgia in the United States. It serves as an amendment or addition to an existing Will, allowing individuals to make changes, update beneficiaries, or clarify certain provisions within their original Will.

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8
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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.

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11
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Will for Individual with Spouse or Partner: Pot Trust for Children (Georgia)

This legal template is designed for individuals in Georgia who have a spouse or partner and want to create a will that includes a pot trust for the benefit of their children.

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11
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25
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3

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

This legal template is a will specifically designed for single individuals in Massachusetts who wish to establish a pot trust for their children, ensuring their financial well-being and protection.

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1
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6

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.

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10
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2

Will for Individual with Spouse or Partner: Separate Share Trusts for Children (Illinois)

This legal template is a specific type of will designed for individuals living in Illinois who have a spouse or partner and wish to create separate share trusts for their children. It outlines the distribution of assets and establishes trusts to ensure that each child receives their designated share.

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11
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17
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5

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.

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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

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

This legal template focuses on creating a will for an individual residing in Texas, who has a spouse or partner, and desires to establish a pot trust for their children. The template likely includes provisions for distributing assets, guardianship arrangements, and specific instructions for managing the trust for the benefit of the children.

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6
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26
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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.

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4
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6

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 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

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

This legal template is a letter addressed to a client and is designed to outline the creation of a will with a pot trust for the children of a single individual under USA law. It provides guidance on how to structure the will to ensure the proper management and distribution of assets for the benefit of the children.

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10
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22
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1

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

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.

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10
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1

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.

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17
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6

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

This legal template is likely a document designed to help a single individual residing in New Jersey create a will that establishes separate share trusts for their children. The template would lay out the necessary provisions and conditions for distributing assets, ensuring that each child receives their designated share of the estate.

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18
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6

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.

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6
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2

Will For Married Individual: Disclaimer Trust

This legal template is likely a document outlining the terms of a will for a married individual that includes a disclaimer trust. A disclaimer trust allows the surviving spouse to disclaim certain assets or property, which then passes them on to another designated beneficiary, potentially for tax planning purposes.

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22
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3

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.

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26
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2

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.

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23
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6

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.

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18
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1

Will For Married Individual: Credit Shelter & QTIP Trusts with GST Tax Planning

This legal template could be about creating a comprehensive will specifically for a married individual. It includes provisions for setting up both Credit Shelter Trusts and Qualified Terminable Interest Property (QTIP) Trusts. Additionally, it emphasizes planning for generation-skipping transfer (GST) taxes.

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13
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2

Will for Single Individual: Simple (Florida)

This legal template provides a simple and straightforward will specifically designed for single individuals residing in Florida, ensuring their assets and final wishes are properly distributed and accounted for.

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6
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3

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.

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10
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1

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.

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13
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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

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.

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22
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6

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

This legal template is a letter addressed to a client in Pennsylvania, USA. It pertains to the creation of draft wills, specifically for a married individual, incorporating a disclaimer trust.

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25
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6

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

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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Will for Single Individual: Simple (Georgia)

This legal template is likely a document outlining the last will and testament of a single individual residing in the state of Georgia. It is likely a simple and straightforward version that covers the distribution of assets after their death.

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21
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4

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.

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17
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6

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.

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Will for Individual with Partner: Trust for Partner (New Jersey)

This legal template is likely a document that outlines the distribution of assets and instructions for a person's partner in the event of their death. It may also establish a trust to protect and manage the partner's financial interests. The template is specific to New Jersey jurisdiction.

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4

Letter to Client: Outline Will with Separate Share Trusts for Children for Single Individual

This legal template is a letter addressed to a client, providing an outline for a will that includes separate share trusts for children. The template is specifically tailored for single individuals, and is in accordance with the laws of the United States of America.

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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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24
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2

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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4

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.

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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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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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5

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.

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19
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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

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.

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Will for Married Individual: Disclaimer Trust (Illinois)

This legal template is a form for creating a will specifically designed for a married individual in Illinois. It includes provisions for a disclaimer trust, allowing the individual to disclaim their assets into a trust upon their death, providing potential tax benefits and asset protection for their loved ones.

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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.

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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.

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26
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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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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.

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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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Will for Single Individual: Simple (Pennsylvania)

This legal template is designed for single individuals residing in Pennsylvania, providing a straightforward and uncomplicated will document. It assists in outlining the distribution of assets and wishes after the individual's passing.

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21
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Will for Married Individual: Disclaimer Trust (Massachusetts)

This legal template could be a document that is used by a married individual in Massachusetts to create a will with a disclaimer trust. The trust allows the individual to transfer assets to the trust instead of directly to their spouse, providing more control over how the assets are distributed after their death.

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15
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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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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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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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Codicil to Will (Illinois)

This legal template likely provides a pre-drafted document that allows individuals in the state of Illinois, USA, to make amendments or additions to their existing wills. By using this codicil, individuals can update their wills to reflect any changes in their wishes or circumstances without having to create an entirely new will.

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Will for Single Individual: Simple (California)

This legal template is a simple will specifically designed for individuals residing in California. It covers the essential aspects of an individual's estate, such as beneficiaries, assets, and any special instructions or requests.

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4

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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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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3

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.

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Letter to Client: Outline Will with Separate Share Trusts for Children for Single Individual (Texas)

This legal template is for a letter to a client in Texas, USA, outlining the creation of a will that includes separate share trusts for children of a single individual. The template provides guidance on the legal requirements and considerations under US law.

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4

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.

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2

Will for Individual with Spouse or Partner: Simple (New York)

This legal template is a simple and straightforward will specifically designed for individuals residing in New York who have a spouse or partner. It covers essential details regarding the distribution of assets, naming of beneficiaries, and appointment of executors or guardians.

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4

Will for Single Individual: Simple

This legal template is a simple and straightforward will specifically designed for a single individual, providing a legally binding document for the distribution of assets and appointment of beneficiaries in the event of their passing.

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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.

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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.

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Will for Individual with Partner: Trust for Partner (New York)

This legal template likely pertains to an individual residing in New York who wishes to create a will that includes provisions for their partner. Additionally, it may include a trust specifically designed for the partner's benefit.

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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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3

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.

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2

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.

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5

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.

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4

Will For Married Individual: Marital Trust & Clayton Provision

This legal template is designed for married individuals and involves the creation of a marital trust and the inclusion of a Clayton Provision. The marital trust allows assets to be placed in trust for the benefit of a surviving spouse after the individual's death, while the Clayton Provision ensures the trust's assets will be protected from potential estate tax issues.

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18
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3

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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3

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.

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3

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

This legal template is a letter to a client in Florida, USA, outlining the process of creating a will with a pot trust for children. It provides guidance on how to distribute assets and establish a trust for the benefit of the client's children, ensuring their financial well-being.

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21
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1

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.

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

This legal template is a letter addressed to a client in New Jersey, USA, outlining the process of creating a Will with a Pot Trust for children of a single individual. This template is intended to provide guidance on the legal requirements and considerations for structuring a trust for the benefit of the client's children.

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2

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.

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Letter to Client: Outline Simple Will for Single Individual (California)

This legal template is a letter addressed to a client in California, designed to outline the process of creating a Simple Will for a single individual under the law of the United States.

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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.

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

This legal template is a simple Will document specifically designed for individuals in Illinois who have a spouse or partner. It allows individuals to outline their wishes and distribute their assets after their passing.

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