Estate planning-related forms can be found in a number of general treatises and form books, as well as in resources specific to estate planning. The following general sources provide sample estate planning forms:
American Jurisprudence Legal Forms 2d. Many chapters in this multi-volume set address specific topics within the broad field of estate planning, including, but not limited to, spendthrift trusts and descent and distribution. Forms related to some commonly researched areas of estate planning law can be found in the following chapters: Chapter 101 (Estates), Chapter 104 (Executors and Administrators), Chapter 251 (Trusts) and Chapter 266 (Wills). The law library no longer maintains this set in print; however, it is available via Westlaw.
Current Legal Forms with Tax Analysis. KF170.R113 – 10th Floor (a/k/a Rabkin & Johnson). A number of chapters in this resource address topics related to estate planning. The following chapters provide forms in some commonly researched areas of estate planning law: Chapter 7 (Wills), Chapter 7A (Estate Planning for Businesses), Chapter 7B (Estate Planning for Community Property), Chapter 8 (Revocable Trusts) and Chapter 9 (Irrevocable Trusts).
Estate Planning Forms. KF748.1.H86 – 10th Floor. Covers all elements of estate planning in detail with easy-to-follow, time-saving forms. Forms include letters of engagement, privacy notices, powers of attorney, wills, pre and post-marital agreements, and trusts.
Midwest Transaction Guide
West's Legal Forms - Estate Planning and Probate. Includes the estate planning-related content of the 61 volume set, West's Legal Forms, including sample forms and provisions. The library no longer maintains this set in print; however, it is available via Westlaw.
Asset Protection: Legal Planning, Strategies and Forms. KF9025.S67 – 10th Floor. This resource offers comprehensive guidance and tools for effectively safeguarding assets through various legal strategies and planning techniques.
Drafting Wills and Trust Agreements. KF755.A65 J66 – 10th Floor. This four-volume set provides checklists, commentary, and forms for all aspects of wills and trust agreements, including irrevocable and revocable trusts, wills, and joint and community property agreements.
Elder Law Forms Manual: Essential Documents for Representing the Older Client. KF390.A4 M37 – 10th Floor. This loose-leaf manual contains 20 chapters with more than 100 forms covering managing the elder law practice estate and long-term care planning, powers of attorney, medical directives, and wills and trusts.
Irrevocable Trusts, Analysis with Forms. KF730.E83 – 10th Floor. One-volume loose-leaf provides more than 40 forms and checklists for a variety of irrevocable and related trusts.
Living Trusts: Forms and Practice. KF734.B53 1995 – 10th Floor. This comprehensive resource provides essential forms and practical guidance for establishing and managing living trusts.
Page on Wills. KF755.P146x – 10th Floor. This seven-volume set has one full volume containing more than 80 chapters of forms and clauses pertaining to wills and trusts.