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Pennsylvania Forms V.7-9 Estate Planning
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Description
Help your clients prepare for a secure retirement, plan an orderly transition for their personal and business interests, and maximize assets for themselves, their heirs, and charities with Estate Planning. You will find more than 1,000 pages of forms for fast document preparation, including:
- Personal healthcare directives
- Wills for married and unmarried clients, with or without children
- Codicils, disclaimers, and various types of trusts
The major sections of this important set cover the issues of:
- Systematizing estate planning
- Personal and healthcare planning
- Unmarried persons with taxable or nontaxable estates
- Married persons with nontaxable estates
- Documents related to wills
- Inter vivos planning
This resource also includes practice-tested model forms and documents for accurate and effective complaints, pleas, motions, and other procedures. Research aids include tables of cases, statutes, rules, and regulations.
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Each Automatic Renewal Term will be 12 months in length ("Automatic Renewal Term") and we will notify you of any changes to your charges at least 60 days before each Automatic Renewal Term begins. Automatic Renewal Charges will be in effect the month before the Automatic Renewal Term starts. Either of us may cancel in writing at least 30 days before an Automatic Renewal Term starts.
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