Beyond Counsel Included Documents

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

 Beyond Counsel's consultants love talking legal tech. 

 

Go Beyond a Demo with an hour-long review of your firm's technology.

You have Successfully Subscribed!