Massachusetts Small Estate Wills Volume

With over 50 automated forms, the Small Estate Wills volume is designed specifically to meet the needs of clients with smaller estates ‑ generally those that do not require sophisticated tax planning. The volume includes forms for Wills, Revocable Living Trusts, Durable Powers of Attorney, Living Wills, Health Care Proxies, HIPAA Releases, and more.

If you also represent clients with more complex estate planning issues and requirements, consider subscribing to the Lipman's Wills & Trusts volume.

Whether you draft wills as a normal part of your practice or you offer them at a discounted price as a value‑added service for clients, you will find this volume amazingly useful.

This volume will make short work of those requests you receive to draft the wills for clients, family, friends, and others. You will find that Westlaw Forms makes it incredibly simple to generate an entire set of forms including the Will, Durable Power of Attorney, Health Care Proxy, and HIPAA release.

The Small Estate Wills forms are grouped into the following broad categories:

		Client Information and Correspondence This section includes a client intake form and automated letters to the client and trustee.
		Estate Planning Documents for Married Couples and Individuals This section includes automated forms such as simple and pour-over wills, revocable living trusts, durable powers of attorney, and forms authorizing the release of information under the Health Insurance Portability and Accountability Act of 1996 ("HIPAA").
		Children's Documents This section includes automated forms for appointment of a guardian for the minor, health care proxy, HIPAA release, and appointment of a temporary agent to care for the minor.

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This volume also gives you a great rainmaking opportunity by offering discounted-rate drafting of these documents to businesses for their employees, for your civic club members, church group members, etc. You can still make a reasonable return on your time and make a great impression on prospective clients.

If you also represent clients with more complex estate planning issues and requirements, consider subscribing to our Lipman's Wills & Trusts volume.

Order this volume online in one of the following library options:

Massachusetts General Practice Library >>
Massachusetts Office Practice Library >>
Massachusetts Estate Planning Library >>

Information about ordering Westlaw Forms online >>
View our Small Estate Wills volume forms list >>

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