Drafting Estate Plans

Judith R. Mendel, Esq.,
Mendel & Associates
Matthew L. Wolfman, Esq.,
Mendel & Associates, LLC

Judith R. Mendel, Esq.,
Mendel & Associates
Matthew L. Wolfman, Esq.,
Mendel & Associates, LLC
Exhibit 2A - Appointment Confirmation Letter
Exhibit 2AA - Will (Pour-Over) for Single Person with Minor Children
Exhibit 2B - Questionnaire
Exhibit 2BB - Will for Single Person with Adult Children
Exhibit 2C - Fee Agreement
Exhibit 2CC - Will for Single Person Without Children
Exhibit 2D - Fill-In Sheet
Exhibit 2E - Revocable Trust for Single Person with Minor Children
Exhibit 2F - Reciprocal Will
Exhibit 2G - Revocable Trust for Couple with Minor Children
Exhibit 2H - Durable Power of Attorney
Exhibit 2I - Health Care Proxy
Exhibit 2J - Advance Directive
Exhibit 2K - HIPAA Information Release Form
Exhibit 2L - Release of Electronically Stored Information
Exhibit 2M - Virtual Asset Instruction Letter
Exhibit 2N - Letter Enclosing Virtual Asset Instruction Letter
Exhibit 2O - Parental Appointment of Guardian
Exhibit 2P - Delegation of Parental Powers
Exhibit 2Q - Declaration of Homestead
Exhibit 2R - Trusted Contact Authorization
Exhibit 2S - Synopsis Letter
Exhibit 2T - Executive Summary
Exhibit 2U - Estate Plan Diagram
Exhibit 2V - Beneficiary Designation Form
Exhibit 2W - Closing Letter
Exhibit 2X - Sample Reminder Letter
Exhibit 2Y - Will for Married Couple with Adult Children
Exhibit 2Z - Will for Married Couple Without Children

Jon E. Steffensen, Esq.,
McLane Middleton
Exhibit 3A - Jim Bond’s Trust
Exhibit 3B - Estate Planning Questionnaire
Exhibit 3C - Jim Bond’s Will
Exhibit 3D - Jim Bond’s Durable Power of Attorney
Exhibit 3E - Jim Bond’s Health Care Proxy
Exhibit 3F - Bond Family Life Insurance Trust No. 1
Exhibit 3G - Bond Children’s Gift Trust

Eric R. Oalican, Esq.,
Oalican Law Group LLC
Exhibit 4A - Sample Deed with Life Estate
Exhibit 4B - MassHealth Eligibility Operations Memo 23-12
Exhibit 4C - MassHealth Eligibility Operations Memo 23-15
Exhibit 4D - Will with Testamentary Trust
Exhibit 4E - Power of Attorney with Medicaid Planning Provisions
Exhibit 4F - Health Care Proxy

Laura Goodman, Esq.,
Margolis Bloom & D'Agostino
Harry S. Margolis, Esq.,
Margolis Bloom & D'Agostino
Karen B. Mariscal, Esq.,
Mariscal Special Needs Law
Exhibit 5A - Client Questionnaire
Exhibit 5B - Cover Letter to Clients with Drafts
Exhibit 5C - Darren’s Will
Exhibit 5D - Jill’s Will
Exhibit 5E - General Durable Power of Attorney of Darren Smith
Exhibit 5F - General Durable Power of Attorney of Jill Smith
Exhibit 5G - Health Care Proxy of Darren Smith
Exhibit 5H - Health Care Proxy of Jill Smith
Exhibit 5I - Darren Smith’s HIPAA Release
Exhibit 5J - Jill Smith’s HIPAA Release
Exhibit 5K - The Sara Smith Supplemental Needs Trust
Exhibit 5L - The Sara Smith (d)(4)(A) Trust
Exhibit 5M - Sara Smith’s Special Durable Power of Attorney for Matters Concerning Education
Exhibit 5N - The Sara Smith Supplemental Needs and (d)(4)(A) Trusts Trustee Instruction

Perry Ganz, Esq.,
Ganz Law Group

Jeffrey P. Hart, Esq.,
Tarlow, Breed, Hart & Rodgers, PC
Karen L. McKenna, Esq.,
Tarlow, Breed, Hart & Rodgers, PC
Exhibit 7A - Client Questionnaire
Exhibit 7B - Will
Exhibit 7C - Durable Power of Attorney
Exhibit 7D - Health-Care Proxy
Exhibit 7E - Living Will
Exhibit 7F - Trust
Exhibit 7G - Delaware LLC Agreement
Exhibit 7H - Massachusetts Single-Member LLC Agreement
Exhibit 7I - Flowcharts
Exhibit 7J - HIPAA Authorization

Melissa Langa, Esq.,
Bove & Langa, PC
Karen L. Witherell, Esq.,
Bove & Langa, PC
Exhibit 8A - Language for Revocable Inter Vivos Trust Where Will Has Pour-Over
Exhibit 8B - Language in Will for Reverse QTIP Election

Magda L. Fleckner, Esq.,
Goulston & Storrs, PC
Exhibit 9A - Waiver of Will
Exhibit 9B - Life Insurance
Exhibit 9C - Jointly Held Real Property
Exhibit 9D - Jointly Held Accounts
Exhibit 9E - Power of Appointment
Exhibit 9F - Bibliography

Michael T. Baker, Esq.,
Baker Law Group, PC
Deborah Pechet Quinan, Esq.,
John H. Ramsey, Esq.,
Goulston & Storrs, PC
Exhibit 10A - Uniform Lifetime Table (Effective for RMDs Beginning in 2022)
Exhibit 10B - Single Life Table Publication 590-B (Effective for RMDs Beginning in 2022)
Exhibit 10C - Sample Beneficiary Designation Attachment
Exhibit 10D - Sample Administrative Provisions for Trust Named as the Beneficiary of a Retirement Account