Will and Trust Form Manual
TABLE OF CONTENTS

Form I - Simple Will

Form II - Will with contingent trusts for descendants

Form III - Simple will with residue pouring over to inter vivos trust

Form IV - Will with residue in family trust

Form V - Will with pecuniary QTIP marital deduction trust and residue in family trust (estate size not large)

Form VI - Will with Pecuniary Credit Shelter Family Trust and Marital Deduction Trust (Large Estate)

Form VII - Codicil to will

Form VIII - Living trust agreement with all trust property distributed at settlor's death

Form IX - Living trust agreement with pecuniary QTIP marital deduction trust and balance to family trust (estate size not large)

Form X - Living trust agreement with pecuniary credit shelter family trust and balance to QTIP marital deduction trust (large estate)

Form XI - Living trust agreement with power of appointment marital trust and one-pot dynasty trust (large estate)

Form XII - Contingent life insurance trust

Form XIII - Amendment to revocable trust agreement

Form XIV - Minors trust agreement qualifying under Section 2503(c)

Form XV - Irrevocable gift trust with Crummey powers

Form XVI - Irrevocable life insurance trust with Crummey powers

Form XVII - Irrevocable perpetual life insurance trust for second-to-die policy

Form XVIII - Grantor retained income trust

Form XIX - Grantor retained annuity trust

Form XX - Inter vivos two-life charitable remainder unitrust net income only

Form XXI - Inter vivos charitable lead annuity trust

Form XXII - Irrevocable perpetuities trust

Form XXIII - Lifetime QTIP trust

Form XXIV - Trust creating private foundation

Form XXV - Family limited partnership agreement

Form XXVI - Buy-sell agreement (new form and commentary)

Form XXVII - Standby conservatorship petition

Form XXVIII - Iowa durable general power of attorney

Form XXIX - Iowa durable power of attorney for health care

Form XXX - Iowa living will declaration

Form XXXI - Split dollar agreement

Form XXXII - Certification of trust

Form XXXIII - Disclaimer

Form XXXIV - Irrevocable perpetuities trust with division into separate trusts

Form XXXV - Irrevocable trust for grandchildren qualifying under Section 2642(c)

Form XXXVI - Joint living trust agreement (small estate)Additional Will & Trust Provision