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 guide
Related Resources
How to Find Success as an Elder Law Attorney
This download will break down how to build a thriving elder law practice
Learn More
How 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
Why Medicaid Asset Protection Planning is a Win-Win for Your Elder Law Firm and Your Clients
This download includes a detailed 8-step process for providing initial long-term care evaluations to clients.
Learn More