Most of our products provide additional document interviews for estate planners and professional document preparers to create other legal documents used in developing estate plans or in their administration.   These include the ability to generate the following documents by the drafter independently including –

Documents Included:

  • Transfer and Funding After the RLT is Created

    • Transfer Documents including-
        • State specific Deeds for real property
        • Letters of Instruction for re-titling to banks, transfer agents, brokerage firms, mutual funds, etc.
        • Assignments of Deeds of Trust, limited and general partnership interests, business interests, etc.
        • Requests for change of beneficiary designations for life insurance, retirement benefits, etc.
        • Affidavits of death
    • Transfer on Death Deeds
    • Updated Schedule A

     

  • Estate Plan Amendments and Modifications

    • RLT Amendments
    • Codicils
    • Update Certificate of Trust Only
    • Stand Alone SNT Amendment

     

  • Affidavits of Death

    • Affidavit of Death – Joint Tenant
    • Affidavit of Death – Surviving Spouse (CA only)
    • Affidavit of Death – Co-Trustee
    • Affidavit of Death – Trustee

     

  • Miscellaneous Estate Planning Documents

    • Minor’s POA and HCPOA
    • Adult Dependent’s HCPOA and HIPAA Waiver
    • Pour-Over Will (Standalone)
    • Opinion of Counsel
    • Limited POA
    • Exercise of POA
    • Appointment of Trust Protector
    • Resignation of Trustee
    • Appointment of Co-Trustee
    • Revocation of RLT
    • Revocation of Client’s Interest in a Joint Trust
    • Revocation of POA
    • Visitation Authorization
    • Dementia Directive

     

  • Correspondence

    • RLT Closing Package
    • Will Closing Package
    • Cover Page
    • FYI Letter
    • Per Your Request Letter
    • Sign and Return Letter
    • Returning Copies Letter
    • Letter to Former Attorney
    • Billing Statement

ADAPT Professional Services