Drafting Wills and Trust Agreements, 6th Edition

Forms Included on CD-ROM

 

About the CD-ROM

What Is It...

This CD-ROM contains all of the forms found in Minnesota Continuing Legal Education’s Drafting Wills and Trust Agreements, 6th Edition. It provides practitioners with basic forms, which they can adapt to conform to the specific needs of their individual clients.

This is designed to be used in conjunction with the Drafting Wills and Trust Agreements, 6th Edition manual. The CD-ROM does not include any of the comments found in the manual, therefore, it is beneficial for you to follow along in the manual to assist you in filling out the forms. Several of the forms contain optional and alternative clauses and it is to your advantage to refer to the comments in the manual when deciding what to do with these clauses.

Why Should I Buy It...

The simplest reason…SAVE TIME! To save you and your staff the time and trouble of setting up these forms on your equipment, Minnesota CLE provides them in Microsoft Word format. This CD-ROM gives you quick, accurate access to many forms. Simply customize the forms to fit your clients’ individual needs.

What Do I Need To Use It…

Available in Microsoft Word, the forms can be customized to fit your specific system requirements (e.g., page formats, line formats, typestyles, print formats).
 

List of Forms
 

1A

Estate Planning and Will Information Form

1B

Estate Planning Retainer Agreement

2

Basic Will

3A

Statutory Short Form Power of Attorney

3B

Limited Durable Power of Attorney

3C

General Durable Power of Attorney

3D

Power of Attorney to Appoint Guardian of a Minor or Incapacitated Person

3E

Designation of Standby or Temporary Custodian

4

Health Care Directive

4A

Nomination of Guardian

5

Will for Single Parent

6

Revocable Trust for Single Person

6A

Pour-Over Will to Revocable Trust for Single Person

7

Contingent/Disclaimer Family Trust Will

8

Maritalized Family Trust Will

8A

Spouse’s Contingent Pour-Over Will

9

Revocable Trust with Disclaimer

10

Maritalized Revocable Trust

10A

APour-Over Will to Maritalized Trust

12

Joint Revocable Trust

13

Annual Exclusion (“Crummey”) Trust

14

Antenuptial Agreement

15

Postnuptial Agreement

16

Qualified Domestic Trust Will (“QDOT”)

17

Qualified Personal Residence Trust (“QPRT”)

18

Irrevocable Trust Agreement

19A

Charitable Remainder Annuity Trust Agreement

19B

Charitable Remainder Unitrust Agreement

20A

Disclaimer (Probate)

20B

Disclaimer (Non-Probate)

21

Special Needs Trust

22

Supplemental Needs Trust

23

Joint Revocable Cabin Trust

24A

Codicil

24B

Certificate of Trust

24C

Affidavit of Trustee in Real Property Transactions

24D

Affidavit by Attorney-in-Fact

24E

Amendment to Trust (Article/Paragraph)

24F

Amendment to Trust (Fully Superseding)

24G

Consent and Waiver to Will/Revocable Trust

24H

Supplemental Needs Trust

24I

Revocable Trust Funding Letter

24J

Certificates/Affidavits of Custodianship

24K

Exercise of Power of Appointment
26A Charitable Lead Annuity Agreement
26B Charitable Lead Unitrust Agreement