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The 2020 will and trust forms are now available. Don’t pass up the chance at over 40 different Will, Trust and Estate and Charitable Planning Forms and commentary. Each form may be edited to meet your specific needs. The forms range from the very simple Will/Trust to the more complex forms. There are 125 different special powers and provisions that can be used to tailor the document to your client’s situation. The added provisions range from farm manager designation clauses to the allocation of S corporation stock.

Will and Trust Order form

Orders are now being taken for the updated forms. All orders include editable MSWord forms and printable PDFs with legal commentary for each form. You may print out the forms and commentary for the most useful forms. Please fill out the order form above and send it to the address listed. If you have any questions, please contact Darcy Burnett at 1-800-987-7365.

Please click here to view the Table of Contents from the Will and Trust Form Manual.

Continuing Education Info

CLE hours – 7.25. Activity # 329971

CFP hours – Seven sessions have been approved for credit by the CFP Board.

American Bankers Association (ABA) Professional Certifications has approved the following continuing education credits:
CISP 2.5
CRCM 5.25
CTFA 9

You can now see the agenda and register for the 2019 ITA Fall Conference. The event is October 2-4 at the West Des Moines Marriott. Complete details are available at the ITA website here. ITA Fall Conference info

You can now see the agenda and register for the 2018 ITA Fall Conference. The event is September 26-28 at the West Des Moines Marriott. Complete details are available at the ITA website here. ITA Fall Conference info