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Texas Small Estate Wills Volume

ProDoc's Small Estate Wills volume comprises more than 40 forms representing basic estate planning documents – wills, directives to physicians, living trusts, and general and medical powers of attorney. The volume contains the forms you need to represent clients with uncomplicated estates – generally those not subject to the federal estate tax.


Whether you draft wills as a normal part of your practice or you offer them at a discounted price as a value-added service for clients, you will find this volume amazingly useful.

This volume will make short work of those requests to receive to draft the wills for clients, family, friends, and others. You will find that ProDoc makes it incredibly simple to generate an entire set of forms including the will, power of attorney, directive to physician and patient information release authority even if you are unfamiliar with any of those documents.

The Small Estate Wills forms are grouped into the following broad categories:

 
Man's and Woman's Estate Planning Documents
Including Basic Will; Statutory, Durable, Medical Powers of Attorney; Release Authority Under the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"); Codicil; and Appointment of Agent To Control Disposition of Remains.
 
 
 
General Estate Planning Documents
Including Mutual Consent Agreement; and Client Information Worksheet.
 
 
 
Children's Documents
Including Medical Power of Attorney; and Release Authority Under HIPAA.
 
 
 
Living Trusts and Ancillary Documents
Including Revocable Living Trusts for One Settlor or Married Settlors; Letters to Transfer Securities; and Designation and Authorization of Successor Trustees.

This volume also gives you a great rainmaking opportunity by offering discounted-rate drafting of these documents to businesses for their employees, for your civic club members, church group members, etc. You can still make a reasonable return on your time and make a great impression on prospective clients.

If you also represent clients with more complex estate planning issues and requirements, consider subscribing to our Lipman's Wills & Trusts volume.


Order this volume online in one of the following library options:

Texas General Practice Library
Texas Office Practice Library
Texas Estate Planning Library


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