Initial Contact

Additional Documents

Checklist for Scheduling New Appt.

Cover Letter

Initial Letter

Questions and Answers

Check Plan

Directions with Respect to Remains

Letter for Slow Moving Contacts

Letter of Last Instructions

Engagement Letter

DocuBank Letter

Letter Regarding Update Appointment

Estate Planning Documents

Tax Seminar Follow-up

Will

Disengagement Letter

Individual Revocable Living Trust

Survey

Joint Revocable Living Trust

Funding Letters

Contract to Make a Will

Resignation of Trustee

Questionnaires

Amendment to Trust

Special Circumstances

Trust Revocation Agreement

Estate Planning Questionnaire – Married

Certificate of Revocable Trust

Estate Planning Questionnaire – Single

Codicil to Last Will and Testament

Update Questionnaires

Powers of Attorney

Advanced Trusts

General Durable POA

3rd Party Special Needs Trust

Real Estate POA

2503© Trust

Banking POA

CRAT

Securities POA

CRUT

Limited POA to Make Gifts

GRAT

POA for Minor or Disabled Child

Conduit Trust

POA Appointing Educational Rep.

Retirement Plan Trust

Health Care POA and Living Will

Children’s Irrevocable Grantor Trust

HIPAA Authorization Form

Pet Trust

Revocation of POA

Life Insurance Trust

Affidavit of Alternate Agent

Family Limited Parntership