Beyond Counsel Included Documents

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



Disengagement Letter

Individual Revocable Living Trust



Joint Revocable Living Trust


Funding Letters

Contract to Make a Will



Resignation of Trustee



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



Securities POA



Limited POA to Make Gifts



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

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