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.
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