Estate Planning Forms Library

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Debra Hunt
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1 Estate Planning Forms Library Sample Letter to Client Master Information List Sample Reminder Checklist for Client Written Consent to Life Insurance Beneficiary Designation Written Consent to Use of Property to Pay Premiums Beneficiary Designation of Trustees Under Revocable Trust (ABA Form) Basic Will Without a Trust Identification of Testator by Various Names (Alternative Nomination of Guardian (Alternative Entire Estate to Spouse (Alternative If Spouse Predeceases Testator, All to Children and Lineal Descendants (Alternative Descendents of Deceased Child Take by Right of Representation: Per Capita Distribution (Alternative Attestation Clause - Signing by Proxy (Altervative Attestation Clause - Signing by Testator's Mark (Altervative One-Step Procedure for Self-Proved Will (Alternative Two-Step Procedure for Self-Proved Will (Alternative Payment of Expenses of Last Illness and Funeral (Optional Payment of Debts, Taxes, and Expenses (Optional Gift of Encumbered Property - Exoneration (Optional Gift of Encumbered Property - Subrogation (Optional Nonademption of Specific Gifts (Optional Option to Purchase - At Appraised Value for Case (Optional Option to Purchase - At Appraised Value on Terms (Optional Option to Purchase - At Fixed Value for Cash (Optional Powers of Personal Representative: Sell, Lease, or Mortgage Property and Borrow Money (Optional Powers of Personal Representative - Permit Beneficiaries to Use Property (Optional Powers of Personal Representative - Settle Claims (Optional Powers of Personal Representative: Leave Assets Invested in Form Received (Optional Powers of Personal Representative - Continue Business (Optional Powers of Personal Representative - Administer Marital Property (Optional Gift of Life Estate (Optional Gift of Remainder Interest (Optional Gift for Educational, Religious, Charitable, and Public Uses (Optional Specific Bequest Limited to Fraction of Estate (Optional Anatomical Gifts (Optional Compensation of Personal Representative (Optional Very Short Will Will with Single Testamentary Trust

2 Will with Multiple Separate Testamentary Trusts Marital Property Agreement Marital Property Agreement - Petition to Confirm Interest in Property Marital Property Agreement - Certificate Confirming Interest in Property Marital Property Agreement - Transmittal Letter to Court Appointment of Special Cotrustee Specific Types of Assets to Fund Revocable Trust - Real Property Specific Types of Assets to Fund Revocable Trust - Untitled Tangible Personal Property Specific Types of Assets to Fund Revocable Trust: Publicly Traded Securities and Brokerage Accounts Specific Types of Assets to Fund Revocable Trust - Bonds Funding Revocable Trust by Durable Power of Attorney for Financial Management Declaration of Trust Ownership Certificate of Trust Revocable Trust - Unmarried Settlor Revocable Trust - Married Person Who Is Sole Settlor Pour-over Will - Revocable Trust with One Settlor Marital Property Revocable Trust - Large Estates Appointment of Beneficiary-Trustee (Alternative Limiting Powers to Ascertainable Standard (Alternative Limiting Powers of Revocation, Termination, and Amendment (Alternative Limiting Trustee's Administrative Powers (Alternative Marital Property Revocable Trust - Small Estates Pour-over Will - Marital Property Revocable Trusts IRS Form 709 and Instructions Simple Irrevocable Life Insurance Trust Agreement I.R.C. 2503(c) Trust Sample Notice of Crummey Power Opt-Out Marital Property Agreement Opt-In Marital Property Agreement Limited Marital Property Agreement Unilateral Statement Affidavit of Assets, Income, Liabilities, and Expenses Affidavit of Facts Regarding Marital Property Agreement Waiver of Independent Legal Representation Cohabitation Agreement Lease of Assets of Closely Held Business - Sample Cost-of-Living Adjustment Clause Lease of Assets of Closely Held Business - Sample Option-to-Purchase Clause Purchase Price of Closely Held Business - Net Book Value with Adjustments (Sample Clause) Purchase Price of Closely Held Business - Net Book Value-Multiple of Earnings (Sample Clause) Purchase Price of Closely Held Business - Solomon's Choice (Sample Clause) Purchase Price of Closely Held Business - Option to Liquidate (Sample Clause) Stock Redemption Agreement Cross Purchase Agreement Sample I.R.C Application I.R.C. 303 Redemption Agreement General Durable Power of Attorney Agent's Powers Under Durable Power of Attorney - Powers Involving Health Care Decision Making

3 (Optional Agent's Powers Under Durable Power of Attorney - Power to Make Gifts (Optional Agent's Powers Under Durable Power of Attorney - Power to Provide for Family Support (Optional Agent's Powers Under Durable Power of Attorney - Other Powers (Optional Limited Durable Power of Attorney for Purposes of Funding a Trust Nonstatutory Form POAHC (Integrated with Living Will) Nonstatutory Form POAHC - Notice to Clients Considering Form Nonstatutory Form POAHC - Notice to Clients Executing Form Nonstatutory Form Living Will Disclaimer of Entire Interest in Testamentary Trust Disclaimer of Insurance Proceeds Critical Date Chart Master Information List Master Information List - Schedules Cash Requirements Worksheet Estate Progress Worksheets Letter of Representation Application for Informal Administration Request for Social Security Number or Tax Identification Number Waiver and Consent Proof of Heirship Letter Regarding Initiation of Probate Letter Regarding Possible Welfare Claims Probate Claims Notice (F-13033) Notice to Creditors (PR-1804) Petition to Dispense with Guardian ad Litem (PR-1820) Order Dispensing with Guardian ad Litem (PR-1821) Consent to Serve (PR-1807) Consent to Serve as Trustee (PR-1930) Statement of Informal Administration (PR-1808) Domiciliary Letters (PR-1810) Letter Requesting Domiciliary Letters Letters of Trust (PR-1931) Letter Forwarding Initial Documents to Probate Court Proof of Publication Letter Forwarding Proof of Publication Application for Death Certificate (F-05280) Letter Requesting Information on Savings and Checking Accounts and Loans Letter to Financial Institution Concerning Safe Deposit Box Waiver of Personal Representative's Fee Letter Forwarding Waiver of Fees to Probate Registrar Letter to Postmaster Letter Reminding Personal Representative to Review Insurance Letter Requesting Information from Decedent's Employer Letter Requesting Real Estate Tax Bills Letter to Title Insurer

4 Letter Forwarding Title Reports Letter to Creditor (Timely Notice) Letter to Creditors (Late Notice) Letter Forwarding Claims Information to Probate Registrar Letter Forwarding Payment to Creditor Estate Receipt (PR-1815) Letter to Personal Representative Concerning Payment of Bill for Proof of Publication Letter to Probate Registrar Concerning Proof of Publication Letter Forwarding Publication Fee Letter to Personal Representative or Relative Regarding Inventory Inventory (PR-1811) Inventory Exhibited Letter Forwarding Inventory to Probate Registrar Letter Forwarding Inventory to Beneficiaries Marital Property Settlement Worksheet Marital Property Exchange Agreement Petition for Approval of Marital Property Exchange Agreement Order Approving Marital Property Exchange Agreement Statement of Termination or Confirmation of Interest(s) in Property (PR-1827) Statement of Transfer of Interest in Property (PR-1828) Termination of Decedent's Property Interest (HT-110) Transfer on Death to Beneficiary (TOD-110) 03_57 - Letter to Stockbroker - FB7156 Letter of Instruction (Securities) Affidavit of Domicile Letter Forwarding Deed for Recording Statement of Transfer of Vehicles to a Surviving Spouse, Domestic Partner or Heir (MV2300) Wisconsin Title & License Plate Application (MV1) Letter Forwarding Statement for Transfer of Vehicles and Title to DOT Petition for Extension of Time (PR-1833) Order for Extension of Time (PR-1834) Letter Forwarding Petition and Order for Extension of Time Estate Account (PR-1814) Estate Receipt (PR-1815) - Specific Bequest Estate Receipt (PR-1815) - Residual Bequest Letter Forwarding Estate Receipt to Probate Registrar Letter Concerning Distribution - Short Form Statement of Personal Representative to Close Estate (PR-1816) Letter Forwarding Statement to Close Estate to Beneficiaries Letter Forwarding Closing Documents to Probate Registrar Final Letter to Personal Representative Demand for Formal Proceedings (PR-1813) Trust Inventory (PR-1932) Petition for Termination of Trust (PR-1940) Order Discharging Trustee (PR-1933) Petition for Special Administration (PR-1850) Order Setting Time to Hear Petition for Special Administration (PR-1851)

5 Order for Special Administration (PR-1852) Letters of Special Administration (PR-1853) Petition for Discharge of Special Administrator (PR-1854) Order Discharging Special Administrator (PR-1855) Petition for Allowance Order for Allowance Surviving Spouse's Selection of Personal Property Petition for Special Allowance Order for Special Allowance Petition for Spouse's Exemption from Creditors Order for Spouse's Exemption from Creditors Spousal Election Disclaimer of Interest Assignment of Interest Petition That Home Be Assigned to Spouse Petition for Formal Administration (PR-1901) Order Appointing Guardian ad Litem or Attorney (GF-131) Notification Letter to Guardian ad Litem or Attorney for Person in Military Service Order Setting Time to Hear Petition for Administration and Deadline for Filing (PR-1903) Waiver, Consent and Approval (PR-1902) Order Setting Deadline for Filing a Claim (PR-1904) Letter to Newspaper Accompanying Notice for Publication Affidavit of Service (PR-1817) Notification Letter to Heirs Notification Letter to Specific Legatee Proof of Heirship (PR-1806) Letter to Attesting Witness Who Will Prove Will Proof of Will (PR-1845) Order for Formal Administration (PR-1905) Domiciliary Letters (PR-1810) Signature Bond (PR-1809) Letters of Trust (PR-1931) Order Appointing Appraiser(s) (PR-1907) Letter to Appraiser(s) Consent to Serve (PR-1807) - Appointment of Resident Agent Claim Against Estate (PR-1819) Objection to Allowance of Claim Judgment on Claims (PR-1909) Letter Regarding Life Insurance Life Insurance Statement for Insured Decedent (IRS Form 712) Inventory (PR-1811) Notice of Inventory on File (PR-1908) Waiver of Right to Receive Inventory and Accounts - Waiver, Consent and Approval (PR-1902) Petition for Order Approving Classification of Property Objection to Property Classification Order for Hearing on Classification of Property Order Classifying Property

6 Petition for Declaration of Rights of Management and Control Order Declaring Interest in Property Order Declaring Rights of Management and Control Estate Account (PR-1814) Petition for Final Judgment (PR-1910) Order and Notice for Hearing on Petition for Final Judgment (PR-1911) Supplemental Estate Account (PR-1814) Final Judgment (PR-1912) Abridgment of Final Judgment (PR-1913) Notice of Distribution to Ward (PR-1822) Proof of Recording (PR-1914) Order Discharging Guardian ad Litem Order Discharging Personal Representative (PR-1915) Application for Informal Administration (PR-1801) Notice of Application to Convert to Informal Administration Order Converting Proceeding to Informal Administration Procedural Guide to Initial Hearing on Petition for Administration Procedural Guide to Hearing on Estate Account Transfer by Affidavit - $50,000 and Under (PR-1831) Letter Requesting Execution of Initial Summary Procedure Documents Statement of Transfer of Vehicles to a Surviving Spouse, Domestic Partner, or Heir (MV2300) Petition for Summary Settlement (PR-1835) Waiver and Consent (PR-1846) Order and Notice for Hearing on Petition for Summary Settlement (PR-1836) Letter to Interested Person Regarding Summary Settlement Signature Bond (PR-1809) Order on Petition for Summary Settlement (PR-1837) Letter to Register of Deeds to Record Order on Petition for Summary Settlement Petition for Summary Assignment (PR-1840) Notice to Creditors for Summary Assignment (PR-1842) - FB7268 Order and Notice of Hearing Petition of Summary Assignment (PR-1843) Affidavit of Additional Property and-or Creditor for Summary Assignment (PR-1841) Signature Bond (PR-1809) Order on Petition for Summary Assignment (PR-1844) Certificate of Summary Confirmation of Interest in Property (PR-1929) Petition for Certificate of Descent-Judgment Determining Descent (PR-1945) Order and Notice for Hearing on Petition for Judgment Determining Descent (PR-1946) Certificate of Descent (PR-1947) Judgment Determining Descent (PR-1948) Application for Federal Employer Identification Number (SS-4) Letter Advising Personal Representative of EIN Notice Concerning Fiduciary Relationship (IRS Form 56) Letter Forwarding Notice Concerning Fiduciary Relationship U.S. Estate Tax Return (IRS Form 706) Transmittal Letter for Federal Estate Tax Return Election of Administration Expenses Trust Verification

7 Will Verification U.S. Fiduciary Income Tax Return (IRS Form 1041) Wisconsin Fiduciary Income Tax Return (DOR Form 2) Request for Prompt Assessment (IRS Form 4810) Closing Certificate for Fiduciaries (E99A) Petition to Dispense with Filing of Closing Certificate for Fiduciaries Order Letter Forwarding Closing Certificate for Fiduciaries Letter Forwarding Estate Tax Closing Letter Agent's Powers Under Durable Power of Attorney - Power to Revoke (Optional Agent's Powers Under Durable Power of Attorney - Record of Receipts, Disbursements, and Transactions (Optional Agent's Powers Under Durable Power of Attorney - Disclosure to Governmental Agencies (Optional Agent's Powers Under Durable Power of Attorney - Power of Substitution (Optional Agent's Powers Under Durable Power of Attorney - Exculpation (Optional Designation of TOD Beneficiary Order Appointing Guardian ad Litem or Attorney (GF-131) Declination to Serve or Resignation (PR-1802) Notice Setting Time to Hear Application and Deadline for Filing Claims (PR-1805) Order on Petition for Termination of Trust (PR-1941) Petition for Termination of Joint Tenancy or Life Estate (PR-1926) Certificate of Termination of Joint Tenancy or Life Estate (PR-1927) Petition for Summary Confirmation of Interest in Property (PR-1928) Application -Termination Decedent's - Confirmation Applicant's Interest (HT-110) Request Discharge From Personal Liability Under IRC Section 2204 or 6905 (IRS Form 5495) Instructions for Form 709 Instructions for Form SS-4

References are to section numbers and form numbers except as noted.

Subject Index References are to section numbers and form numbers except as noted. A Abatement, 2.29(4), 4.24(3) Accounts (Bank) See also Assets; Final Account; Inventory Generally, 3.17(3d), 4.13(5) Savings