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Estate Planning Questionnaire
Downloadable Estate Planning Questionnaire
It takes only minutes to complete a simple survey that simplifies and eases the process of creating a trust, will, or estate plan. This is provided in the form of a downloadable file that you can either print out and fill out by hand, or do the same electronically. Regardless of singular or group filing, each individual involved should complete a questionnaire. Don’t take the chance of potentially using an invalid document, buy a certified and reviewed document you can count on.
Affidavit for Transfer of Property on Death of a Relative
This form is an Affidavit required to be filled out by the surviving spouse in order to transfer martial real estate that was titled in both names as individuals, but lacked a designation. This form must accompany the actual Transfer Of Death Deed, marriage certificate and death certificate of the deceased spouse.
Attorney Representation Agreement (Engagement Letter)
This is an attorney/client fee agreement form used in the State of Wisconsin by attorneys for each new case/client they are hired by.
Creative Independent Contractor Agreement
This independent contractor’s agreement is intended to be used with independent contractors that produce designs and creative works for you or your company.
Declaration of Custodian of Records
For use for when authenticating business records or documents – such as local governments, vital records, medical, churches, business or organization archives etc.
NY Certificate of Credible Witness
When needing an witness to validate signature of someone who marks with X or has hard time writing and signature seems to be illegible. Most commonly used for estate planning, but can be used for any contract or document. Can also be used when someone has expired ID or missing ID.
NY Notary Public All-Purpose Acknowledgement Certificate
NY Land Contract (Contract for Deed)
This is a generic land contract for NY, to be used when someone can not get traditional bank financing and seller whats to do a land contract. additional disclosures may be needed if property built before 1978 such as lead disclosure.
Restricted Stock Award Agreement
A restricted stock unit is a form of compensation issued by an employer to an employee in the form of company shares. Restricted stock units are issued to an employee through a vesting plan and distribution schedule after achieving required performance milestones and upon remaining with their employer for a particular length of time. This form will include specifics regarding the repurchase right of the Company and performance milestones that need to be achieved.Â
Wrongful Death Complaint With Res Ispa Loquitor
Complaint filed in District Court in Colorado for a family member that was killed while working when a steel beam fall and hit him in the head. The Complaint includes wrongful death, negligence and Res Ipsa Loquitur : To prove res ipsa loquitor negligence, the plaintiff must prove 3 things: The incident was of a type that does not generally happen without negligence, It was caused by an instrumentality solely in defendant’s control, The plaintiff did not contribute to the cause .Â