FPT - Section 14: Templates

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Family Protection Toolkit

 

Section 1: Introduction

Section 2: Essential Estate Planning Documents

Section 3: Selecting the Right People for Key (Fiduciary) Roles

Section 4: Guardian Options 

Section 5: Planning Process

Section 6: Protecting Your Children

Section 7: Healthcare Decision Making

Section 8: Further Financial Planning

Section 9: Pet Planning

Section 10: Special Considerations for Immigrant Families

Section 11: Reviewing and Updating Your Plan

Section 12: Frequently Asked Questions

Section 13: Attachments

Section 14: Sample Templates

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Section 14: Templates

 

 

Revocable Living Trust (Single person with no children)

Revocable Living Trust (Single person with children and pets)

Revocable Living Trust (Married couple with children)

Will

Power of Attorney

Advance Healthcare Directive

HIPAA Release

Declaration of Guardian

Caregiver’s Affidavit