IVEY FOSBINDER FOSBINDER LLLC DOCUMENTS

Document Library

Name		Description
	Checklist for Successor Trustee	general guide to acting as a successor trustee
	Probate Addendum to DROA	required for sale of property out of probate estate
	Advance Health Care Directive - Complex	end of life considerations
	Trust Funding Checklist	to assist in transfering assets to a trust
	Closing Informal Probates	a summary of options for closing out informally opened probates
	Checklist for Handling Decedent's Affairs	use after a death, prior to visiting attorney's office
	Elder Law Planning Questionnaire	guidelines for caregiver assisting elderly loved one
	Estate Planning Data Questionnaire	confidential intake questionnaire to complete and bring to first meeting wtih attorney
	Estate Organizer	for you to complete to create a comprehensive list of assets and location of documents, with funeral and burial instruction blanks
	Gifting Real Property Memorandum	what you need to know before transferring real property
	Client Intake Questionnaire - Non Estate Planning	complete prior to first visit with attorney, for matters other than estate planning
	Job of Personal Representative	outlines duties of a personal representative for a decedent
	LLC Formation Checklist	complete prior to first visit with attorney, for LLC setups
	Memorandum re Timeshare Deeds	outlines necessary information and pricing for timeshare transfers by deed
	Trademark Checklist	complete prior to first visit with attorney, when trademark registration is being sought

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Ivey Fosbinder Fosbinder LLLC