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Guidebook - Drafting the Basic Will & Trust

Chapters

1   |   Introduction
2   |   Basic Form of Simple Will (Without Annotations)
3   |   Annotations to Form a Simple Will
4   |   Suggested Clauses for Special Situations
5   |   Health Care Directive or Living Will
6   |   Will Establishing Testamentary Trust for Minor Children
7   |   Revocable Inter Vivos Trusts
8   |   Missouri Family Trust Fund
9   |   Qualified Spousal Trusts
 

Forms

  • Notice to Creditors of Deceased Settlor of Trustee’s Authorization to Pay Debts  |  §9
  • Basic Estate Planning Questionnaire   |  §10
  • Basic Form of Simple Will (Without Annotations)   |  §11
  • Clause for Appointment of Guardian of Person and Conservator of Estate for Minor Children  |  §25
  • Clause for Gift for Charitable Purposes   |  §27
  • “In Terrorem” Clause   |  §28
  • Form of Health Care Directive/Living Will   |  §30
  • Form of Durable Power of Attorney for Health Care Under Chapter 404, RSMo   |  §32
  • Form of Health Insurance Portability and Accountability Act of 1996 Authorization   |  §34
  • Form of Will Creating Testamentary Trust for Children   |  §35
  • Form of QSJT (Qualified Spousal (Joint) Trust) Agreement   |  §38
  • Form of Revocable Inter Vivos Trust for Single Persons   |  §40
  • Form of Pourover Will to Use With Joint Revocable Inter Vivos Trust   |  §42
  • Sample Portion of a Revocable Trust Form for Creating a Basic QSJT   |  §51
  • Sample Portion of a Revocable Trust Form for Creating a Separate Share QSJT   |  §52
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