Estate Planning - Forms
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Will - Simple (Statutory) | Simple Will |  |
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Pour Over Will | A Pour Over Will is used with a living trust. It leaves all probate assets left outside the trust to the trust. | |
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Living Trust - Basic | A basic revocable living Trust used for the purpose of transferring trust assets outside of probate. | |
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Living Trust -AB | An AB revocable living trust used for the purpose of transferring trust assets outside of probate, with possible estate tax savings to the surviving spouse's estate if estate taxes are owed. | |
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Simple Revocable Transfer on Death (TOD) Deed. | A Simple Revocable Transfer on Death (TOD) Deed will allow you to plan ahead for the transfer of certain residential properties after death, outside probate, which deed may be revoked before death. | |
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