$486.00LexisNexis® Automated New York Estate Planning Forms
NEW YORK ESTATE PLANNING FORMS This package contains forms designed specifically for New York practitioners, including Complete Wills, Documents Attached to Will or Used After Death for Proper Execution/Proof, Complete Trusts Set Up in Will’s Residuary Clause, Complete Trusts for Special Purposes Set Up in Will, Powers of Attorney, Health Care Proxies, Living Wills, Medicaid, Housing and Elder Abuse. Forms are derived from Drafting New York Wills: Law and Forms and NY Guide to Tax, Estate & Financial Planning for the Elderly.
The NY Estate Planning Forms package is comprehensive, intuitive, reliable, and easy to use. Since the forms are fully automated with HotDocs® document assembly software, all you have to do is enter client-specific information once, and it will be automatically inserted throughout the form where that information is relevant. Special Intake forms have been designed to speed form completion. This means you’ll be printing out signature-ready documents in minutes. Eliminate repetitive typing, cutting and pasting, and the increased chance of error that goes along with traditional methods of document preparation. You can also save the information you've entered after completing a form and use it to instantly complete related forms.
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For questions about the two-day expiration policy, please call 1-877-507-6063, option 2.
To purchase an individual form, click on the "Purchase Individually " button at the top
of the section containing the desired form. To ensure that you are always using the latest versions
of the forms, any forms downloaded onto your computer will expire after 48 hours.
To fill them out after that period, you will need to repurchase the form.
Forms that you have already filled out and saved as separate documents will not expire.
For questions about the two-day expiration policy, please call 1-877-507-6063, option 2.
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Charitable Remainder Annuity Trust; Two Lives, Concurrent and Consecutive Interests
Charitable Remainder Annuity Trust; Two Lives, Consecutive Interests
Charitable Remainder Net Income Makeup Unitrust; One Life
Charitable Remainder Net Income Unitrust; One Life Beneficiary
Charitable Remainder Standard Unitrust; One Life
Charitable Remainder Standard Unitrust; Two Lives, Concurrent and Consecutive Interests
Charitable Remainder Standard Unitrust; Two Lives, Consecutive Interests
Charitable Remainder Unitrust FLIP-CRUT Provision (This provision is designed to comply with the requirements for a FLIP-CRUT, that is, a combination of either a NI-CRUT flipping to a regular CRUT or a NIM-CRUT flipping to a regular CRUT. (See Treas. Reg. Section 1.664-3(c).))
Charitable Remainder Unitrust; Terms of Years
Unitrust Form (Robert Wolf has graciously granted permission to reproduce his copyrighted model unitrust form, which he refers to as THE TOTAL RETURN TRUST. Mr. Wolf's Total Return Trust Model is based on a 5% return on principal.)
Complete Will; Educational Trust for Grandchildren; Disposition of Residence to Surviving Spouse (Complete Will; Educational Trust for Grandchildren; Disposition of Residence to Surviving Spouse, Remaining Distribution to Children Outright or Surviving Issue Outright or in Trust)
Complete Will; Entire Estate to Adult Beneficiary; Gift Over to Second Adult Beneficiary (Complete Will; Entire Estate to Adult Beneficiary; Gift Over to Second Adult Beneficiary Should the First-Named Beneficiary Not Survive the Testator)
Complete Will; Fractional Share of Residuary QTIP Trust; Balance of Residuary Estate to Issue (Complete Will; Fractional Share of Residuary QTIP Trust; Balance of Residuary Estate (Credit Shelter Portion) Outright to Issue)
Complete Will; Pre-Residuary Unified Credit Shelter Trust for Spouse and Issue; Residuary to Spouse (Complete Will; Pre-Residuary Unified Credit Shelter Trust for Spouse and Issue; Residuary Estate to Spouse)
Complete Will; Property to Spouse; Alternatively to Surviving Issue
Complete Will; Residuary Estate to the Spouse, Gift Over to Issue if Spouse Predeceases Testator
Complete Will; Specific and General Dispositions; Residuary Disposition to Two Primary Beneficiaries
Complete Will; Tangible Personal Property to Surviving Spouse with Gift Over; Residuary to Spouse (Complete Will; Tangible Personal Property to Surviving Spouse with Gift Over; Residuary Outright to Surviving Spouse with Disclaimer Trust for Family)
Pour-Over Will (Married Testator)
Will of Surviving Spouse Creating Supplemental Needs Trust for Adult Disabled Child
Acknowledgment by a Person Outside New York State (R.P.L. § 309-b) (This is the statutory form for acknowledgment by a person outside New York State pursuant to R.P.L. § 309-b, effective September 1, 1999. This version can be revised in your word processor.)
Acknowledgment by a Person Outside New York State (R.P.L. § 309-b) (This is the statutory form for acknowledgment by a person outside New York State pursuant to R.P.L. § 309-b, effective September 1, 1999.)
Acknowledgment by a Person Within New York State (R.P.L§ 309-a) (This is the statutory form for acknowledgment by a person inside New York State pursuant to R.P.L. § 309-b, effective September 1, 1999. This version can be revised in your word processor.)
Acknowledgment by a Person Within New York State (R.P.L. § 309-a) (This is the statutory form for acknowledgment by a person inside New York State pursuant to R.P.L. § 309-b, effective September 1, 1999.)
Affidavit of Full Force and Effect
Alternate Health Care Proxy #1
Alternate Health Care Proxy #2
Alternate Health Care Proxy #3
Alternate Health Care Proxy #4
Alternate Health Care Proxy #5
Alternate Living Will and Health Care Proxy
Alternate New York Living Will #1
Alternate New York Living Will #2
Alternate New York Living Will #3
Alternate New York Living Will #4 (NOTE: Form furnished by John C. Spitzmiller, Esq., Phillips, Lytle, Hitchcock, Blaine & Huber, Buffalo, New York.)
Complete Revocable Trust: Grantor as Sole Initial Trustee and Income Beneficiary
Decision Consenting to the Issuance of DNR Order
Decision on Issuance of DNR Order
Durable General Power of Attorney (Statutory Short Form) (This is the statutory form of durable general power of attorney pursuant to G.O.L. ¿ 5-1501. It gives the agent broad powers to handle the principal's property during his lifetime. (Effective date: 9/1/2009))
Durable General Power of Attorney Effective at a Future Time (Springing Power)(Statutory Short Form) (This is the statutory form of durable general power of attorney effective at a future time or upon the occurrence of a contingency specified in the instrument, pursuant to G.O.L. ¿ 5-1506.)
Durable General Power of Attorney and Acknowledgment (Statutory Short Form) (This is the statutory form of durable general power of attorney pursuant to G.O.L. ¿ 5-1501.)
Funded Revocable Trust
Health Care Declaration
Health Care Proxy
Health Care Proxy Information with Questions and Answers (NYS Dept. of Health)
Instructions Relating to Medical Treatment and Death--Refusal of Further Care
Living Will and Health Care Proxy
Medical Directive
New York Living Will
Nondurable Power of Attorney and Acknowledgment (Statutory Short Form) (This is the statutory form of nondurable general power of attorney pursuant to G.O.L. ¿ 5-1502.)
Revocable Trust Agreement
Revocation of Decision Consenting to Issuance of DNR Order
Revocation of Durable Short Form Power of Attorney
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