Estate Planning & Related Forms
These forms are meant for your records or to aide you in maintaining your records - we have made these available in both Adobe's Portable Document Format (PDF) as well as Microsoft Word documents (DOC).
Forms available for download :
- Anatomical Gift Form (Microsoft Word)
- Anatomical Gift Form (PDF)
- Client Asset Booklet-single individual (PDF)
- Client Asset Information Form (Microsoft Word)
- Commonly Asked Questions (Microsoft Word)
- Digital Assets Worksheet (Microsoft Word)
- Digital Assets Worksheet (PDF)
- Estate Planning Letter (Microsoft Word)
- Inventory Update For Schedule A (Microsoft Word)
- Location of Important Papers (Microsoft Word)
- Location of Important Papers (PDF)
- Location Lists (Microsoft Word)
- Married & Unmarried Life Insurance Schedules
- Intro 4.1 (Microsoft Word)
- Life Insurance Policies & Annuities (Microsoft Word)
- Schedule A1 (Microsoft Word)
- Schedule A2 (Microsoft Word)
- Trustee Directory (Microsoft Word)
Title and Homeowners Insurance:
For those clients who have their real property residence in the name of their living trust it is necessary to add the Living Trust as a "named insured" to their homeowner's insurance policy. You do not want to remove your name as insured, just simply add your Living Trust as a "named insured" party. The sample letter is in Word format for you to download, change and to send to your insurance company. Please note there are two different letters, one for couples and one for individuals. If you have any further questions please email Rochelle Falk at rochelle@falkandcornell.com.
- Married Title Insurance Funding (MS Word)
- Single Title Insurance Funding (MS Word)
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