Will & Trust Forms

Wills

  1. Pour-Over Will (UMB-3)
  2. Will with Testamentary Trust and Marital Deduction Provisions (UMB-1)
  3. Will with Contingent Testamentary Trust (UMB-4)

Living Trusts

  1. Living Trust with Marital Deduction Provisions (UMB-2)
  2. Living Trust with Marital Deduction Provisions, GST Reverse QTIP Share and Dynasty Trust Options (UMB-2A)
  3. Living Trust with QDOT Provisions (UMB-2B)
  4. Living Trust for Single Individual with No Tax Planning Provisions (UMB-2C)
  5. NEW! Living Trust with Marital Deduction Provisions, Disclaimer and Clayton QTIP Funding Options, GPOA and QTIP (with Unitrust Payment Option) Marital Options (UMB-2D)
  6. NEW! Joint Living Trust with No Tax Planning Provisions (UMB-2E)

Irrevocable Trusts (Non-Charitable)

  1. Irrevocable Trust Agreement With Alternative $5,000 Crummey Withdrawal Power or Crummey Hanging Withdrawal Power To Grantor's Descendants (Held In Single Share) (UMB-5)
  2. Irrevocable Trust Agreement With Second To Die Provisions; Alternative $5,000 Crummey Withdrawal Power or Crummey Hanging Power To Grantor's Descendants (Held in a Single Share) (UMB-5A)
  3. Irrevocable Trust Agreement With Alternative $5,000 Crummey Withdrawal Power or Crummey Hanging Withdrawal Power To Grantor's Descendants (Held In Single Share) with Dynasty Trust Options (UMB-5B)
  4. Court-Created or Grantor-Created Supplemental Needs Trust (UMB-5C)

Charitable Trusts

  1. Intervivos Charitable Remainder Unitrust Agreement (One Life) (UMB-6)
  2. Intervivos Charitable Remainder Unitrust Agreement (Two Lives, Concurrent and Consecutive Interests) (UMB-6A)
  3. Intervivos Charitable Foundation Agreement (UMB-7)

Alternate Clauses

  1. Marital Trust: Fractional Share Formula Disposition (UMB A-1)
  2. Marital Trust: 50-50 Split (UMB A-2)
  3. Co-Fiduciary Provisions for Wills and Trusts (UMB A-3)
  4. Generation-Skipping Provisions (UMB A-4)
  5. Self-Proving Will Clause (Missouri) (UMB A-5)
  6. Self-Proving Will Clause (Kansas) (UMB A-6)
  7. Self-Proving Will Clause (Colorado) (UMB A-7)
  8. Self-Proving Will Clause (Oklahoma) (UMB A-15)
  9. Self-Proving Will Clause (Nebraska) (UMB A-16)
  10. Power to Deal with Business Interests (UMB A-8)
  11. Tangible Personal Property Held in Trust (UMB A-9)
  12. Disposition of Tangible Personal Property Held in Trust
    (UMB A-10)
  13. Closely Held Stock: Delegation to Third Party (UMB A-11)
  14. Occupancy and Use of Grantor's Residence by Grantor's Spouse after Grantor's Death (UMB A-12)
  15. Investment in Closely Held Business Interests (UMB A-13)
  16. Grantor Responsibility for Real Estate During Grantor's Lifetime (UMB A-14)

Estate Planning Questionnaire

  1. Confidential Estate Planning Questionnaire