Services

Will & Trust Forms Manual

The 2017 Update now available! Don’t pass up the chance at over 36 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.

2017 Will & Trust Order Form

With so much uncertainty still surrounding the estate planning process and the ever-increasing estate and gift tax credit and exclusion amounts, help may be found in the article on “Ramifications of the Phase Out of the Federal State Death Tax Credit” which sets forth some of the problems this will present for both estates and states.

Orders are now being taken for the updated disks. Included is a disk in both MS Word and .pdf formats. The entire book is available on the CD, both with the editable forms and a .pdf version of the forms with commentary that cannot be edited. 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 Department Policy Manual

Member Price – $250
Nonmember Price – $400

Trust Consulting Services

Call (515)222-9585 or email.

TrustCompare

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

School of Trust & Financial Services

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

www.schoolsofbanking.com