The Beyond Counsel software consists of organized apps that contain documents. View below to see which documents are included in which app.

Initial Contact Letter and Questionnaires (included documents)

• Initial Letter
• Initial Email
• Married Questionnaire (for print)
• Single Questionnaire (for print)

Engagement Letter (included document)

• Engagement Letter

Will Based Plan (included documents)

• Will
• Health POA
• General POA
• Banking POA
• Real Estate POA
• Securities POA

Individual Trust Based Plan (included documents)

• Pour-over Will
• Individual Trust
• Health POA
• General POA
• Banking POA
• Real Estate POA
• Securities POA

Joint Trust Based Plan (included documents)

• Pour-over Will
• Joint Trust
• Health POA
• General POA
• Banking POA
• Real Estate POA
• Securities POA

Advanced Trusts (included documents)

• Children’s Irrevocable Grantor Trust
• Pet Trust
• 3rd Party Special Needs Trust
• SNT Crummey Letter
• SNT Remainder Beneficiary Letter
• 2503(c) Trust
• Charitable Remainder Annuity Trust (CRAT)
• Charitable Remainder Unitrust (CRUT)
• Conduit Trust
• Grantor Retained Annuity Trust (GRAT)
• Qualified Personal Residence Trust (QPRT)
• Life Insurance Trust – Single Life and Second to Die

Other Documents (included documents)

• Basic Decision Tree
• Married Questionnaire (for print)
• Single Questionnaire (for print)
• HIPAA
• Codicil
• Codicil Decision Tree
• Amendment To Trust
• Personal Property Transfer and Assignment

Cover Letter (included documents)

• Simple Cover Letter
• Advanced Cover Letter

State Specific Documents (included documents by state)

• AZ Financial Durable Power of Attorney
• AZ Health Care Power of Attorney
• AZ HIPAA Medical Record Release
• AZ Living Will
• AZ Prehospital Medical Care Directives
• AZ Special Warranty Deed
• CA Advance Health Care Directive
• CA Quit Claim Deed
• CO Financial Durable Power of Attorney
• CO Living Will
• CO Medical Durable Power of Attorney
• CT durable power of attorney
• CT Quit Claim Deed
• CT Warranty Deed
• FL Affidavit of Attorney for General Durable Power of Attorney
• FL Affidavit of Witness to Last Will
• FL Burial Account Statement
• FL Designation of Health Care Proxy
• FL Designation of Health Care Surrogate
• FL Designation of Health Care Surrogate with Living Will
• FL Durable Power of Attorney for Property Management
• FL HIPAA Form
• FL Living Will
• FL Quit Claim Deed
• FL Lady Bird Deed
• FL Self Proof of Will
• FL Uniform Donor Form
• FL Warranty Deed
• GA Advance Directive for Health Care
• GA Power of Attorney
• ID Deed
• IL Deed
• IL Living Will
• IL Short Form Power of Attorney for Health Care
• IL Statutory Short Form Power of Attorney for Property
• IN Life Prolonging Procedures Declaration
• IN Living Will Declaration
• IN Quit Claim Deed
• MA Health Care Proxy
• MD Advance Health Care Directive
• MD Affidavit of Residence
• MD Deed
• MD General Durable Power of Attorney
• MD Limited Power of Attorney
• ME Acceptance of Responsibilities Under the Durable Financial Power of Attorney for Agent
• ME Acceptance of Responsibilities Under the Health Care Power of Attorney Agent
• ME Advance Health Care Directive
• ME Quit Claim Deed
• MI Deed Reserving Life Estate
• MI Quit Claim Deed
• MO Deed of Trust
• MS Deed of Trust
• NC Declaration of a Desire for a Natural Death
• NC Deed
• NC Health Care Power of Attorney
• NC Short Form POA
• ND Health Care Power of Attorney
• ND Power of Attorney
• New York Deed
• New York General Durable POA
• New York Health Care Proxy
• New York Living Will
• NJ Affidavit of Consideration (Included in Deed from Parent)
• NJ Health Care Declaration Living Will
• NJ Nonresident Seller’s Tax Declaration (Included in Deed from Parent)
• NJ Seller’s Residency Certification/Exemption (Included in Deed from Parent)
• NV Health Care – Statutory Declaration Regarding
• NV Health Care Power of Attorney
• NV Power of Attorney
• NV Separate Property Characterization Agreement
• OH Affidavit to Transfer/Contingent Transfer Real Property on Death of Beneficiary
• OH General Warranty Deed
• OH Quit Claim Deed
• OH Survivorship Deed
• OH Transfer on Death Deed
• PA Deed
• PA Durable Health Care Power of Attorney
• PA Health Care Power of Attorney
• PA Living Will
• PA Realty Transfer Tax Statement of Value Form
• Real Property Recordation and Transfer Tax Form FP 7/C
• SC Affidavit
• SC Declaration of a Desire for a Natural Death
• SC Deed for Joint Tenants
• SC Deed Reserving Life Estate
• SC Deed to Spouse
• SC Health Care Power of Attorney
• TN Quit Claim Deed
• TN Warranty Deed
• TX Directive to Physicians and Family or Surrogates
• TX Durable Power of Attorney
• TX Executor’s Deed
• TX Medical Power of Attorney
• TX Warranty Deed
• UT Health Care Power of Attorney
• UT Living Will
• VA Deed of Bargain and Sale
• VA Deed of Gift
• VT Durable Power of Attorney
• VT Warranty Deed
• WA Durable Power of Attorney for Health Care
• WA Health Care Directive
• WA Quit Claim Deed