Every document your practice needs

Documents a successor trustee stepping in after death or incapacity.

Appoints an additional or successor trustee and records their acceptance of office.

Transfers your personal property into your trust.

Proves your trust exists to banks without revealing its private terms.

Amends a specific part of an existing will without redoing the whole document.

Catalogs online accounts and crypto, with instructions.

Authorizes your executor, trustee, or agent to access your online accounts and digital assets under the Revised Uniform Fiduciary Access to Digital Assets Act.

Lets someone you trust manage your finances if you can't.

A pocket card pointing to your directives and emergency contacts.

Replaces the entire body of an existing trust while keeping its original date and funding.

Records your wishes for life support and end-of-life care.

Names the person who makes medical decisions if you can't.

Grants access to your medical information.

Directs who receives what, names guardians, and appoints your executor.

States your wishes for mental-health treatment if you can't decide — where the state provides the form.

Records your wishes for who should receive specific belongings; binding gifts are placed in your will or trust where required.

A safety net that moves anything left out into your trust.

Documents a trustee stepping down and vesting authority in the successor.

Holds your assets to avoid probate and keep things private.

Cancels a financial or healthcare power of attorney you previously signed and notifies the agent and third parties.

Formally revokes an existing will and its codicils without executing a new will.

Changes specific terms of an existing revocable trust.

Formally revokes a revocable trust.

Confirms the trustee's authority to act on behalf of the trust.

Instructions and authorizations for anyone caring for your children in an emergency.

Establishes a decedent's heirs to help clear title to property, where the state recognizes it.

State filing that forms a corporation.

Assigns a closely held business interest (LLC/partnership/stock) into the trust.

Step-by-step letters to retitle accounts into your trust.

Letter transferring a specific bank account into the trust.

Instructions to update beneficiary, transfer-on-death, and payable-on-death designations.

A trust the beneficiary controls yet is taxed to the beneficiary, keeping appreciation out of their estate.

A lifetime trust for a beneficiary who serves as a controlling trustee while keeping asset protection.

The printed cover page for the plan binder, with the client, the firm, the date and the contents.

One short label per divider tab, in binder order, ready to print onto label stock.

Authorizes an agent to operate a business during the owner's absence or incapacity.

Controls transfers of business interests on death, disability, or exit.

General letter changing ownership of an account or asset to the trust.

A contract exchanging a gift for fixed lifetime payments from a charity.

Pays income to you or your heirs, with the remainder to charity.

Characterizes a married couple's property as community property, often with survivorship rights — available only in community-property states.

An employee/contractor agreement assigning IP and protecting confidential information.

The internal governance rules of a corporation.

A resolution documenting a specific board or shareholder action.

Beneficial-ownership information advisory and disclosure worksheet for FinCEN reporting.

Letter to a bank or institution requesting information about a decedent's accounts.

Letter requesting transfer or release of a decedent's account to the estate or successor trustee.

A memorandum authorizing fiduciary access to digital assets and listing where credentials are stored (never the passwords themselves).

Step-by-step guidance for obtaining a federal Employer Identification Number for a trust or estate.

Your firm's engagement terms for this matter. Estateur never invents a fee or a scope — it uses your saved text, or lists the terms you must supply.

A deed retaining a life estate with full control and automatic transfer at death, in states that allow it.

The fiduciary's final report certifying administration is complete and requesting discharge.

Itemizes and values the decedent's assets as of the date of death for administration.

The transmittal letter that sits on top of the binder: what is enclosed, what each document does, and what to do next.

Passes on values, stories, and hopes — a personal, non-legal legacy letter.

A full accounting of receipts, disbursements, gains, losses, and distributions during administration.

Holds NFA-regulated firearms with compliant successor and possession terms.

Records your funeral, burial, or cremation wishes and names a disposition agent.

Transfers ownership of personal property (vehicles, equipment, valuables).

Governs a general partnership's partners, sharing, and management.

Transfers appreciation to heirs with minimal gift tax via a retained annuity.

Exercises a grantor's power to swap assets of equal value with a grantor trust (basis planning).

A written allocation of the client's generation-skipping transfer tax exemption to a transfer or trust.

A self-settled non-grantor trust designed to defer or avoid state income tax on trust income.

The incorporator's action adopting bylaws and appointing the initial board.

Indemnifies a director/officer to the extent permitted by law.

The first board action organizing the corporation.

An irrevocable trust taxed to the grantor for income but excluded from the estate.

A lifetime marital trust for a spouse that qualifies for the gift-tax marital deduction.

Holds life insurance outside your taxable estate, with Crummey withdrawal mechanics.

The official IRS Power of Attorney and Declaration of Representative, provided as a fillable form.

The official IRS Request for Transcript of Tax Return, provided as a fillable form.

The official IRS Application for Employer Identification Number, provided as a fillable form.

Non-binding guidance to your executor/trustee on your wishes and reasoning.

Reserves a life estate while naming who receives the property afterward.

Instructions to change ownership and/or beneficiary of a life insurance policy (e.g., to an ILIT or trust).

Governs a family limited partnership's general/limited partners and interests.

State filing that forms a limited liability company.

Governs an LLC's ownership, management, and economics.

A complete inventory of accounts, property, and contacts for your fiduciaries.

An irrevocable trust that shields assets from Medicaid spend-down while retaining a life estate.

A gift trust for a child that qualifies for the annual gift-tax exclusion.

A two-way confidentiality agreement.

A standalone nomination of guardians for your minor children.

Lets interested parties resolve trust matters by agreement without going to court.

Notifies trust/estate beneficiaries and heirs that administration has begun and of their rights.

Notifies known and unknown creditors of the estate and the deadline to present claims.

A deed conveying estate real property by the executor or administrator, meeting the state's deed formalities.

Sets aside funds and names a caregiver for your pets.

Governing documents for a family private foundation or a donor-advised fund.

A promissory note (and assignment of the note into the trust) for intra-family or funding loans.

Elections allowing a trust to hold S-corporation stock as a qualified shareholder.

A written refusal of an inheritance or gift that meets the federal requirements to redirect the interest as though the disclaimant had predeceased.

Preserves the marital deduction for a non-U.S.-citizen surviving spouse.

Moves a home out of the taxable estate at a discounted gift value.

Transfers whatever interest you have in real property, without warranties.

A beneficiary's signed acknowledgment of a distribution that releases the fiduciary and agrees to refund any later-required overpayment.

Directions to update IRA/401(k)/retirement beneficiary designations under the SECURE Act.

Authorizes trust/agent access to a safe deposit box.

An election to be taxed on restricted stock at grant.

Names who you want appointed as your own guardian or conservator if ever needed.

Collects a modest estate without full probate — where the state authorizes it and under its limits.

The surviving spouse's election to take the statutory share against the will.

A SLAT variant structured as a non-grantor trust to also capture a state income-tax benefit.

An irrevocable gift trust for a spouse that uses exemption while retaining indirect access.

A dedicated trust to receive retirement accounts and manage payout under the SECURE Act.

A third-party trust that supports a beneficiary without risking means-tested benefits.

Authorizes a temporary caregiver for your children — where the state provides for it.

Issues shares to a purchaser/founder.

A stock power assigning corporate shares (e.g., into the trust).

Sale and purchase of corporate shares between parties.

A trust created inside your will that springs into being at death (e.g., to hold a child's share).

Passes real property to a named beneficiary at death, avoiding probate — where the state authorizes it.

A practical checklist of the tasks a trustee or executor completes to settle a trust or estate.

Distributes assets from an existing irrevocable trust into a new trust with improved terms.

Transfers real property out of a trust or estate to the beneficiaries entitled to receive it.

A one-way confidentiality agreement.

Assignment/application to retitle a motor vehicle into the trust.

Transfers real property with title warranties.