Will & Trust Forms

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.

It’s A Matter of Trust Client Brochure

Choosing qualified trust professionals is an important part of estate planning. How do you counsel clients and potential clients about the qualities of an effective trustee? To help you the Iowa Trust Association has produced a brochure outlining the qualities of an effective trustee and the advantages and a corporate trustee.

Sample Brochure
Order Form

Trust Consulting Services

Call (515)222-9585 or email.

TrustCompare

ITA members receive a 20% discount on subscriptions to the TrustCompare service. Click here.

School of Trust & Financial Services

For more information contact:
Schools of Banking
Lincoln, NE
Ph. 402-474-1555