Proxy Letter Template by inq47634

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									              ESTATE PLANNING and WILL DRAFTING—
                         2007 REVISION
 IMPORTANT: Several documents in this collection are identified as “SAMPLES” (e.g. the various types of
 wills). As such, they include details of specific fact patterns and fictitious data. Samples, like generic forms,
 must be reviewed and evaluated very carefully and modified based upon the particular situation where they
 are being applied.
                        See the printed publication for further clarification and options.



                                            INDEX OF FORMS
Form #             Form Name
1-11 Appx A        Confidential Information Form
1-17 Appx B        Asset Form
1-19 Appx C        Fact Gathering—Use of Checklists
3-15 Appx          ET-141, New York State Estate Tax Domicile Affidavit (PDF)
4-67 Appx A        Will with Disclaimer Trust (Sample)
4-77 Appx B        Pourover Will (Sample)
4-83 Appx C        Will for an Individual with Spouse, Adult Children and over $1.5 million in Assets
                   (Sample)
4-95 Appx D        Will for Married Person with Multiple Minor Children and No Anticipated Estate Tax
                   (Sample)
4-101 Appx E       Will for an Individual without Spouse or Children and less than $1.5 million in Assets
                   (Sample)
4-105 Appx F       Estate Planning Questionnaire for Single Individuals
4-109 Appx G       Estate Planning Questionnaire for Married Couples
5-23 Appx A        Credit Shelter/QTIP Trust for Husband and Wife with Adult Children (Sample)
5-35 Appx B        Disclaimer Trust Will for Husband and Wife with Adult Children (Sample)
5-43 Appx C        Pecuniary Credit Shelter Will
6-49 Appx A        Revocable Trust with Grantor Acting as Sole Trustee
6-63 Appx B        Revocable Trust Agreement (formerly “Sample Declaration of Trust”)
6-79 Appx C        HIPAA Authorization to Allow Trustee’s Doctor to Give Information to Facilitate Change
                   of Trustee (formerly: “Sample Authorization for the Release of Health Information”)
9-15 Appx          Irrevocable Unfunded Life Insurance Trust (Sample)
10-41 Appx A       Retainer Letter, including Statement of Client’s Rights and Responsibilities (Merged)
10-47 Appx B       Prenuptial Agreement (Sample)
10-57 Appx C       Divorce Agreement (Sample)
10-85 Appx D       Separation Agreement, including Memorandum of Separation Agreement (Merged)
10-131 Appx E      Cohabitation Agreement Tailored to Specific Facts (Sample)
11-53 Appx A-4      Nondurable General Power of Attorney—New York Statutory Short Form
11-57 Appx B-1      Health Care Proxy
11-61 Appx B-2      Living Will
11-63 Appx B-3      Living Will and Health Care Proxy
13-17 Appx A        Disclosure Concerning Attorney/Executor
13-19 Appx B        Dual Representation Letter
13-21 Appx C        Separate Representation Letter


Form Name (alphabetical)
Affidavit, New York State Estate Tax Domicile—Form ET-141 (PDF) (3-15 Appx)
Agreement, Cohabitation, Tailored to Specific Facts (Sample) (10-131 Appx E)
Agreement, Divorce (Sample) (10-57 Appx C)
Agreement, Prenuptial (Sample) (10-47 Appx B)
Agreement, Separation, including Memorandum of Separation Agreement (Merged) (10-85 Appx D)
Asset Form (1-17 Appx B)
Cohabitation Agreement Tailored to Specific Facts (Sample) (10-131 Appx E)
Confidential Information Form (1-11 Appx A)
Credit Shelter/QTIP Trust for Husband and Wife with Adult Children (Sample) (5-23 Appx A)
Disclaimer Trust Will for Husband and Wife with Adult Children (Sample) (5-35 Appx B)
Disclosure Concerning Attorney / Executor (13-17 Appx A)
Divorce Agreement (Sample) (10-57 Appx C)
Dual Representation Letter (13-19 Appx B)
Durable General Power of Attorney—New York Statutory Short Form (11-43 Appx A-2)
Durable General Power of Attorney Effective at a Future Time—New York Statutory Short Form
(11-47 Appx A-3)
Estate Planning Questionnaire for Married Couples (4-109 Appx G)
Estate Planning Questionnaire for Single Individuals (4-105 Appx F)
ET-141, New York State Estate Tax Domicile Affidavit (PDF) (3-15 Appx)
Fact Gathering—Use of Checklists (1-19 Appx C)
Health Care Proxy (11-57 Appx B-1)
HIPAA Authorization to Allow Trustee’s Doctor to Give Information to Facilitate Change of Trustee (formerly:
“Sample Authorization for the Release of Health Information”) (6-79 Appx C)
Information Form, Confidential (1-11 Appx A)
Irrevocable Unfunded Life Insurance Trust (Sample) (9-15 Appx)
Letter, Dual Representation (13-19 Appx B)
Letter, Retainer, including Statement of Client’s Rights and Responsibilities (Merged) (10-41 Appx A)
Letter, Separate Representation (13-21 Appx C)
Living Will (11-61 Appx B-2)
Living Will and Health Care Proxy (11-63 Appx B-3)
Nondurable General Power of Attorney—New York Statutory Short Form (11-53 Appx A-4)
New York State Estate Tax Domicile Affidavit—Form ET-141 (PDF) (3-15 Appx)
Pecuniary Credit Shelter Will (5-43 Appx C)
Pourover Will (Sample) (4-77 Appx B)
Power of Attorney Instuctions (Microsoft Word and WordPerfect formats)
Power of Attorney, Statutory
Power of Attorney, Statutory, Modifications
Power of Attorney, Major Gifts Rider
Power of Attorney, Major Gifts Rider, Modifications
Prenuptial Agreement (Sample) (10-47 Appx B)
Proxy, Health Care (11-57 Appx B-1)
Retainer Letter: Including: Statement of Client’s Rights and Responsibilities (Merged) (10-41 Appx A)
Revocable Trust Agreement (formerly “Sample Declaration of Trust”) (6-63 Appx B)
Revocable Trust with Grantor Acting as Sole Trustee (6-49 Appx A)
Separate Representation Letter (13-21 Appx C)
Separation Agreement, including Memorandum of Separation Agreement (Merged) (10-85 Appx D)
Trust, Credit Shelter/QTIP, for Husband and Wife with Adult Children (Sample) (5-23 Appx A)
Trust, Irrevocable Unfunded Life Insurance (Sample) (9-15 Appx)
Trust, Revocable, Agreement (formerly “Sample Declaration of Trust”) (6-63 Appx B)
Trust, Revocable, with Grantor Acting as Sole Trustee (6-49 Appx A)
Will for an Individual with Spouse, Adult Children and over $1.5 million in Assets (Sample) (4-83 Appx C)
Will for an Individual without Spouse or Children and less than $1.5 million in Assets (Sample) (4-101 Appx E)
Will for Married Person with Multiple Minor Children and No Anticipated Estate Tax (Sample) (4-95 Appx D)
Will with Disclaimer Trust (Sample) (4-67 Appx A)
Will, Disclaimer Trust, for Husband and Wife with Adult Children (Sample) (5-35 Appx B)
Will, Living (11-61 Appx B-2)
Will, Living and Health Care Proxy (11-63 Appx B-3)
Will, Pecuniary Credit Shelter (5-43 Appx C)
Will, Pourover (Sample) (4-77 Appx B)

								
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