Trusts & Estates
Trusts & Estates
Wealth Docx: Pour-Over Will Sample Documents
The Wealth Docx™ RLT module contains a wealth of ancillary documents supporting the estate planning functions of the revocable living trust. These include: 1. The Pour-Over Will. 2. The Durable Power of Attorney. 3. Certificates andAffidavits of trust. 4. HIPAA Authorization. 5. Health Care Power of Attorney. 6. Living Will or Medical Directive. 7. Property Agreement. 8. Personal Property Memorandum. Although not legal documents, the system also creates Trust ID cards, various trust summaries, trust portfolios in which to store legal documents and other information, funding instructions for clients, and funding reference cards, among others.
Download the Pour-over Will sample documents by completing this form.
Topics
Complete The Form To Get Your Free Download
Related Resources
WealthCounsel Document Templates - Trusts & Estates Professional Membership
This document showcases what is included with a WealthCounsel Trusts & Estates Professional membership to help you decide whether this membership option is best suited for your firm.
Learn More
WealthCounsel Document Templates - Elite Membership
This document showcases what is included with a WealthCounsel Elite membership to help you decide whether this membership option is best suited for your firm.
Learn More
WealthCounsel Document Templates - Essential Membership
This document showcases what is included with a WealthCounsel Essential membership to help you decide whether this membership option is best suited for your firm.
Learn More