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Florida Will and Trust Forms Manual Automated Forms Version, 2012 Edition

Florida Will and Trust Forms Manual Automated Forms Version, 2012 Edition

Simplify your Florida will and trust drafting with the speed and convenience of HotDocs.


Availability: In Stock
Publisher :LexisNexis Publishing Solutions Attorney
Format: 1 year subscription , CDROM

ISBN: 9780769863054

2012
 
$555.00
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    Based on the comprehensive publication by the late Walter S. Kane, now with the added power of HotDocs!

    Florida Will and Trust Forms Manual, Fourth Edition with 2012 Replacement Contents sets forth the essential principles of estate planning and enables you to prepare a complete set of documents that meet your clients' needs. Using Model Wills and Trusts, this manual covers complex estate planning strategies as well as simple wills. The forms in this manual are designed to save you many hours in drafting your clients' estate planning documents and are even more powerful in this Automated Forms Version.

    HotDocs is an easy-to-use and powerful software. Simply enter client and case information once, and a series of prompts guides you through the process. With one click, the information is inserted automatically throughout the form in the appropriate format, and your document is ready to print! You can even save the information you've entered to an answer file and use it to complete other forms for the same client. Purchase price includes free training.

    Using the Automated Forms Version you can:

    •  Create your own custom clauses for one-time use, or store them once to be used over and over again
    •  Modify the default text during composition
    •  Easily reorder and move clauses in and out of the document

    View System Requirements


    Visit our Estate Planning website for a complete list of The Bar's Estate Planning related titles.

    Visit our Florida Bar Continuing Legal Education Publications website for a complete list of The Bar's titles.

    Custom Clause Intake

    Wills for Single Persons (Widowed, Divorced, or Never Married)
    [Form 200] Simple Will
    [Form 200] Simple Will (Explanation Letter)
    [Form 201] Simple Will--No Minor or Incapacitated Children
    [Form 201] Simple Will--No Minor or Incapacitated Children (Explanation Letter)
    [Form 202] Simple Will--No Children
    [Form 202] Simple Will--No Children (Explanation Letter)
    [Form 203] Will with Generation-Skipping Trusts for Lives of Children
    [Form 203] Will with Generation-Skipping Trusts for Lives of Children (Explanation Letter)

    Wills for Married Persons with Modest to Medium Sized Estates
    [Form 300] Simple Will--Couple Without Minor or Incapacitated Children
    [Form 300] Simple Will--Couple Without Minor or Incapacitated Children (Explanation Letter)
    [Form 301] Simple Will--Couple with Minor or Incapacitated Children
    [Form 301] Simple Will--Couple with Minor or Incapacitated Children (Explanation Letter)
    [Form 302] Simple Disclaimer Will--U.S. Citizen Spouse
    [Form 303] Will--Married--Contingent Pour-Over Will of Less Wealthy Spouse
    [Form 303] Will--Married--Contingent Pour-Over Will of Less Wealthy Spouse (Explanation Letter)
    [Form 304] Will--Married Life Estate Will
    [Form 304] Will--Married Life Estate Will (Explanation Letter)

    Wills for Married Persons with Medium to Large Estates
    Section 400 Overview
    [Form 401] Will--Married--U.S. Citizen Spouse A-B Plan
    [Form 401] Will--Married--U.S. Citizen Spouse A-B Plan (Explanation Letter)
    [Form 402] Will--Married--U.S. Citizen Spouse A-B Plan
    [Form 402] Will--Married--U.S. Citizen Spouse A-B Plan (Explanation Letter)
    [Form 404] Will--Married--U.S. Citizen Spouse B-A Plan
    [Form 404] Will--Married--U.S. Citizen Spouse B-A Plan (Explanation Letter)
    [Form 405] Will--Married--U.S. Citizen Spouse A/B Plan
    [Form 405] Will--Married--U.S. Citizen Spouse A/B Plan (Explanation Letter)
    [Form 406] Will--Married--B/A/A Plan
    [Form 406] Will--Married--B/A/A Plan (Explanation Letter)
    [Form 407] Will--Married--Non-U.S. Citizen Spouse--A-B Plan
    [Form 407] Will--Married--Non-U.S. Citizen Spouse--A-B Plan (Explanation Letter)
    [Form 408/409] Codicil to Will
    [Form 408/409] Codicil to Will--Alternate

    Wills Used in Conjunction with Revocable Living Trust Agreements
    [Form 500] Married Pour-Over Will (Wealthier Grantor-Spouse)
    [Form 500] Married Pour-Over Will (Explanation Letter)
    [Form 501] Married Contingent Pour-Over Will (Less-Wealthy Spouse of Grantor)
    [Form 501] Married Contingent Pour-Over Will (Explanation Letter)
    [Form 502] Single Grantor Pour-Over Into Grantor's Revocable Living Trust
    [Form 502] Single Grantor Pour-Over Into Grantor's Revocable Living Trust (Explanation Letter)

    Revocable Living Trust Agreements: Married Persons
    Section 600 Overview
    [Form 601] Trust--Married--U.S. Citizen Spouse Revocable Declaration of Trust A-B Plan
    [Form 601] Trust--Married--U.S. Citizen Spouse Revocable Declaration of Trust A-B (Explanation Letter)
    [Form 602] Trust--Married--U.S. Citizen Spouse Revocable Declaration of Trust A-B Plan
    [Form 602] Trust--Married--U.S. Citizen Spouse Revocable Declaration of Trust A-B (Explanation Letter)
    [Form 604] Trust--Married--U.S. Citizen Spouse Revocable Declaration of Trust B-A Plan
    [Form 604] Trust--Married--U.S. Citizen Spouse Revocable Declaration of Trust B-A (Explanation Letter)
    [Form 605] Trust--Married--U.S. Citizen Spouse Revocable Declaration of Trust A-B Plan
    [Form 605] Trust--Married--U.S. Citizen Spouse Revocable Declaration of Trust A-B (Explanation Letter)
    [Form 606] Trust--Married B-A-A Plan--Three--Trust for Generation-Skipping
    [Form 606] Trust--Married B-A-A Plan--Three--Trust for Generation-Skipping (Explanation Letter)
    [Form 607] Trust--Married A-B Plan--Non-U.S. Citizen Spouse Revocable Declaration of Trust
    [Form 607] Trust--Married A-B Plan--Non-U.S. Citizen Spouse Revocable Declaration (Explanation Letter)
    [Form 608] Trust--Married Revocable Declaration of Trust with Simple Disclaimer
    [Form 608] Trust--Married Revocable Declaration of Trust with Simple Disclaimer (Explanation Letter)
    [Form 610] Trust--Married A-B Plan--U.S. Citizen Spouse Revocable Funded Living Trust
    [Form 610] Trust--Married A-B Plan--U.S. Citizen Spouse Revocable Funded Living T (Explanation Letter)
    [Form 611] Trust--Single Person Revocable Living Trust Agreement for Life of Grantor
    [Form 611] Trust--Single Person Revocable Living Trust Agreement for Life of Grantor (Explanation Letter)
    [Form 612] Trust--Single Person Revocable Living Trust with Generation-Skipping Trusts
    First Amendment to Revocable Trust Agreement
    Second Amendment to Revocable Trust Agreement
    Revocation of Revocable Trust Agreement

    Powers of Attorney, Advance Directives, and Preneed Guardians
    Section 700 Overview

    [Form 701] Durable Power of Attorney--Broad Form--Wide Open
    Durable General Power of Attorney Without Designation of Health Care Surrogate
    Durable General Power of Attorney--Optional Provision--Springing Power
    Durable General Power of Attorney (Grant to Spouse) Without Designation of Health Care Surrogate
    Durable General Power of Attorney (Grant to Non-Spouse) Without Designation of Health Care Surrogate

    [Form 702] Durable General Power of Attorney With Designation of Health Care Surrogate
    Durable General Power of Attorney with Designation of Health Care Surrogate
    Durable General Power of Attorney--Grant to Spouse--Broad Form
    Durable General Power of Attorney--Grant to Non-Spouse
    [Form 703] Escrow Instructions for Power of Attorney
    [Form 704] Designation of Health Care Surrogate

    [Form 705] Living Will Without Designation of Health Care Surrogate
    Living Will Without Designation of Health Care Surrogate
    Living Will Without Designation of Health Care Surrogate--Alternate

    [Form 706] Living Will and Designation of Health Care Surrogate
    Living Will and Designation of Health Care Surrogate
    Living Will and Designation of Health Care Surrogate--Alternate
    [Form 707] Declaration Naming Preneed Guardian--Adult
    [Form 708] Declaration Naming Preneed Guardian--Minor

    Irrevocable Trust Agreements
    Section 800 Overview
    [Form 801] Irrevocable Gift Tax Exclusion Minors Trust
    [Form 801] Irrevocable Gift Tax Exclusion Minors Trust (Explanation Letter)
    [Form 802] Care and Maintenance Memorandum for Employees
    [Form 802] Letter to Insurance Company
    [Form 802] Letter to Client Regarding Insurance Policy
    [Form 802] Letter to the Beneficiaries
    [Form 802] Letter to the Parent of Minor Beneficiaries
    [Form 803] Irrevocable Insurance Trust--One Life--Married
    [Form 803] Irrevocable Insurance Trust--One Life--Married (Explanation Letter)
    [Form 804] Irrevocable Insurance Trust--Two Lives--Married
    [Form 804] Irrevocable Insurance Trust--Two Lives--Married (Explanation Letter)

    Family Limited Partnership Agreements
    Section 900 Overview
    [Form 901] Family Limited Partnership Agreement
    [Form 901] Family Limited Partnership Agreement (Explanation Letter)
    [Form 901] Certificate of Limited Partnership

     

     

 
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