Trusts & Estates
Trusts & Estates
Wealth Docx: Pour-Over Will
The Wealth Docx™ RLT module contains a wealth of ancillary documents supporting the estate planning functions of the revocable living trust. These include: 1. The Pour-Over Will. 2. The Durable Power of Attorney. 3. Certificates andAffidavits of trust. 4. HIPAA Authorization. 5. Health Care Power of Attorney. 6. Living Will or Medical Directive. 7. Property Agreement. 8. Personal Property Memorandum. Although not legal documents, the system also creates Trust ID cards, various trust summaries, trust portfolios in which to store legal documents and other information, funding instructions for clients, and funding reference cards, among others.
Download the Pour-over Will sample by completing this form.
Topics
Complete The Form To Get Your Free Download
Related Resources
Corporate Transparency Act Handout - Beneficial Owner Reference Guide
This download is a quick reference guide for attorneys on the reporting obligations set forth by the Corporate Transparency Act.
Learn MoreHow to Find Success as an Elder Law Attorney
This download will break down how to build a thriving elder law practice
Learn MoreHow to Talk to Clients about Proactive Planning
This download is one sample of the benefits we offer our members. Members even have a script to accompany this guide.
Learn More