Thursday, January 7, 2016

Estate Planning and Elder Law Forms Available NJ

Estate Planning and Elder Law Forms Available


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Estate Planning and Elder Law Forms available to help attorneys

Service to educate and improve the Bar has been important to me over the past 25 years. I recently spoke as a volunteer at the NJ ICLE seminar “Nuts and Bolts of Elder Law and Estate Administrator. The speakers such as myself are all   volunteers and devote many hours to preparing quality materials and forms on CD to be used by our members. I also make these forms and articles available to attorneys who need help criminal, traffic and motor vehicle cases. It’s about helping others. I serve as co-chair of the ABA Estate Planning, Probate & Trust Committee of the Solo, Small Firm and General Practice Division and co-chair of the Elder Law CommitteeWe have a seminar at the ABA Annual Meeting in August. Please email my office which form you need, up to 5 forms. Email
For more information go to

1 New Client schedule appointment  .doc
2 Confidential Will Quest copy.doc
3 Will bill.doc
03A Lt w_ Retainer copy.doc
05 No rep copy.doc
5. Doctor Cert sign POA, will Dr.doc
6 Thank you for Referral fax.doc
7 POA DRAFT lt.doc
8 Will Signing Instruction.doc
9 Referral Out Another Atty fax.doc
10 No rep.doc
11 POA Grantor Now copy.doc
11 Recommend Will to Cl.doc
11 Revoke Power Attorney POA copy.doc
12 Post WILL copy.doc
13 Client questionnaire end case.doc
14 POA Grantor Now.doc
15 Wills article .doc
16 POA Power of Attorney & HIPAA- article.doc
18 Gay & Lesbian Advance Directive/ Living Will.doc
19 Letter of Instruction.doc
20 Remove Executor.doc
22 ANS to Questions Probate.doc
23 Estate Planning 10 Ideas.doc
24 Executor Duties.doc
25 Prenuptial Ag.doc
26 Undue Influence article.doc
27 Attorney- Client Confidentiality.doc
28 Pick up Docs.doc
29 Executor to Pay and Notify Cred.doc
30 NJlaws website & articles.doc
31 Trusts v Wills.doc
32 Caveat to Will.doc
33 Central Jersey Elder articles.doc
34 ABA Estate Plan Winter 2008 .doc
35 Estate Plan ABA Nov 2007 .doc
36 ABA ELDER News Aug 2007  GP.doc
37ABA ELDER LAW COMMITTEE Newsletter July 2007 .doc
38 Estate Probate ABA news May. 2007
39 Elder Law ABA news Feb 2007.doc
41 If no Will.doc
42 What is a Probate Release Refund Bond.doc
43 Lincoln - no charge.doc
44 Guardianship bill.doc
45 RETAINER Probate  ESTATE.doc
46 WILL - sign front notary.doc
47 Confidentiality Lt to Cl.doc
48 Elective Share of Spouse.doc
49 Joint Bank Accounts Upon Death.doc
50 ABA ELDER News Spring2008 .doc
51 ABA Elder Law Newsletter    April 2008.doc
53 ABA ELDER News Fall 2008 .doc
54 ABA ELDER News Winter 2009 .doc
55 ABA ELDER News Spring 2009 .doc
56 Certification of Will signing.doc
57 We need email address short.doc

beni  w release & refunding copy.doc
Cl  w release refund bond copy.doc
Cm Probate_Disc_Rent copy.doc
CM to switch replace Executor copy.doc
Comp- Remove Exec, account copy.doc
Complaint Guardianship copy.doc
Condolences, sympathy new Will copy.doc
Estate Planning Ques copy.doc
Guardianship Cert of Legal Fees copy.doc
Guardianship Judgment copy.doc
Guardianship Questionnaire copy.doc
Inherit w L-9   copy.doc
Inherit. Tax Bureau Filing Lt copy.doc
Med Auth HIPAA no name copy.doc
Mid Clerk w Deed copy.doc
Mid Clerk w waiver copy.doc
Probate Q-Inherit  Quest  copy.doc
Probate RETAINER   ESTATE copy.doc
Probate_cm-OR caveat admit Will copy.doc
Release and Refunding Bond copy.doc
Renunciation  Administrat copy.doc
RENUNCIATION by Beni for Executor copy.doc
RENUNCIATION by Executor copy.doc
RETAINER contested Probate copy.doc
Thank you for Referral  fax copy.doc
To Client w_Retainer notPI copy.doc
WILL - sign front notary copy.doc
Will not signed copy.doc
Will- Estate Planning-  consult bill copy.doc

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