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Drafting Wills and Trust Agreements, 4th

Product details:

Brand: Clark Boardman Callaghan
Copyright: 2009-2023
Service #: 13513203
Sub #: 13513202
Publication Frequency: Updated annually
Update format: Replacement pages

Free update period with subscription:

90 days  (details)

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Drafting Wills and Trust Agreements, 4th



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Providing the forms, checklists, and guidance you need to efficiently and effectively draft all types of wills and trusts, Drafting Wills and Trust Agreements is an essential resource for practitioners involved with estate planning matters.

Coverage ranges from basic short-form will documents to complex revocable and irrevocable trust agreements. Author commentary explains the use and meaning of each clause, and each clause in the drafting library contains the suggested document language, along with corresponding plain-language text for explanation to clients.

Author commentary also includes tips on:

  • Gathering family and financial data
  • Selecting the best clauses
  • Preparing a finished, signature-ready document

This multivolume set provides sample drafting scenarios and drafting solutions and checklists for each document type to help you select appropriate language so that you don't overlook important options.