Free and Practical Estate Law Forms, Checklists and Flow-Charts

QUESTIONNAIRES ............... 

    Estate Planning Questionnaire 

    Probate & Trust Administration Questionnaire 

    Guardianship Questionnaire 

    Documents to Bring to Your First Appointment

ESTATE PLANNING ............... 

    Reasons to Plan Your Estate   

    How to Fund Your Living Trust 

    Advantages and Disadvantages of Wills 

    Will Plan for Couple with Adult Children 

    Estate Planning Steps   

    Estate Tax Planning for Married Couples 

    Flow of Assets from a Marital Gross Estate 

    Living Trust Coupled With Life Insurance Trust 

    Life Insurance Trust Coupled With Dynasty Trust 

    Types of Irrevocable Trusts 

    Cost Differences Between Gifts of Cash and Appreciated Stock 

    Discounted Dollar Plan for Married Couple 

    Discounted Dollar Plan for Single Person 

    Per Stirpes vs. Per Capita 

    Distribution Per Stirpes 

    Distribution Per Capita 

    Escaping Gift Taxes 

    Life Insurance Settlement Cases

PROBATE AND TRUST ADMINISTRATION ...............

    Probate & Trust Administration Questionnaire  

    Administrative Checklist for Decedents' Probate Estates  

    The Prudent Investor's Code of Conduct (for Trustees & Executors) 

    Federal Estate and Gift Tax Rates 

    Income Tax Rates for Estates and Trusts 

    Summary of Income Tax Deduction Rules for Charitable Gifts 

    Law of Intestacy

MISCELLANEOUS ...............

    Estate Information Organizer  

    Inheritance Attitudes 

    Estate Values that Increase Over Time  

    IRA Beneficiary Designation Chart 

    Required Minimum Distribution Uniform Lifetime Table 

    Table of Consanguinity (Legal Heirs At-Law) 

    Family Relationship Chart 

    Life Expectancy Tables

REAL ESTATE ...............

    Real Estate Buyer's Engagement Letter 

    Real Estate Buyer's Responsibilities 

    Real Estate Seller's Engagement Letter 

    Real Estate Seller's Responsibilities 

    Real Estate Closing Checklist 

    Condominium Purchase Checklist