Service capabilities.
We support the full estate plan package, not just the foundational instruments.
Foundational instruments
Revocable Living Trust
Joint Revocable Trust
Pour-Over Will
Durable Power of Attorney
Designation of Health Care Surrogate
Living Will
HIPAA Authorization
Designation of Pre-Need Guardian
Designation of Pre-Need Guardian for Minor Children
Marital & family planning trusts
Marital Trust (A Trust)
Bypass Trust (Credit Shelter)
QTIP Trust
Lifetime / Inter Vivos QTIP
Disclaimer Trust
Spousal Lifetime Access Trust (SLAT)
Tax-advantaged & legacy trusts
Irrevocable Life Insurance Trust (ILIT)
Grantor Retained Annuity Trust (GRAT)
Intentionally Defective Grantor Trust (IDGT)
Qualified Personal Residence Trust (QPRT)
Spousal Lifetime Access Non-Grantor Trust (SLANT)
Beneficiary Defective Inheritor's Trust (BDIT)
Dynasty Trust
Generation-Skipping Trust (GST)
Asset protection & special purpose trusts
Domestic Asset Protection Trust (DAPT)
Special Needs Trust (First-Party)
Special Needs Trust (Third-Party)
Minor's Trust (2503(c))
Crummey Trust & Crummey Notices
IRA Beneficiary Trust
Charitable Remainder Trust (CRAT/CRUT)
Charitable Lead Trust (CLAT/CLUT)
Pet Trust
Gun Trust (NFA/Title II)
Business succession & entity planning
Family Limited Partnership / FLLC
Operating Agreement (Trust-Owned)
Buy-Sell Agreement
Shareholder Agreement
Assignment of Business Interest
Funding & administration
Schedule A
Trust Funding Letter
Certificate of Trust
Successor Trustee Letter
Quitclaim Deed
Lady Bird Deed (Enhanced Life Estate)
Transfer-on-Death Deed
Beneficiary Designation Forms
Assignment of Personal Property
Bill of Sale
Trust administration & post-death
Notice to Beneficiaries
Trustee's Acceptance
Affidavit of Successor Trustee
Receipt, Release & Refunding Agreement
Trust Accounting Templates
EIN Application (SS-4) Prep
Don't see what you need?
Our clause library expands as our partner firms expand. If your firm needs an instrument we don't currently support, tell us.
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