Statular
Products
About
Statular
Comprehensive repository of estate planning instruments and ancillary documents conforming to applicable statutory requirements. All instruments are configurable.
Review documents from the list below.
Single documents can be generated for each or both client(s).
Document packages can be generated for each or both client(s).
| Instrument | Description | Actions |
|---|---|---|
| Single-Settlor Revocable Living Trust | Revocable inter vivos trust instrument with comprehensive custom distribution scenarios, administrative provisions, tax planning, and fiduciary appointments | |
| Individual Declaration of Trust | Formal declaration establishing trust existence, trustee powers, and beneficial interests for individual settlor trusts | |
| Joint Settlor Revocable Living Trust | Dual-settlor revocable trust with additional tax optimization provisions, including optional credit shelter and marital deduction planning | |
| Joint Declaration of Trust | Formal declaration establishing trust existence, trustee powers, and beneficial interests for joint settlor trusts | |
| Restatement of Revocable Living Trust | Formal restatement of existing revocable trust instrument with updated trust provisions | |
| Amendment of Revocable Living Trust | Formal amendment to existing revocable trust instrument modifying specific trust provisions while preserving original trust structure | |
| Revocation of Living Trust | Instrument terminating revocable trust with provisions for distribution of trust corpus to settlor or designated beneficiaries | |
| Appointment of Trustee | Instrument appointing additional trustee with co-fiduciary powers and specified authority parameters | |
| Appointment of Trust Protector | Instrument appointing independent third party with specified oversight powers to monitor trustee actions and trust administration | |
| Resignation of Trustee | Formal resignation of trustee with provisions for successor trustee assumption of duties and trustee liability release | |
| Supplemental Needs Trust | Third-party funded specialized trust with provisions designed to preserve beneficiary eligibility for government benefits | |
| Firearms Trust | Specialized trust for legal acquisition, possession and disposition of regulated firearms and accessories | |
| Pet Trust | Statutory pet trust with enforceability provisions for care and maintenance of companion animals | |
| IRA Conduit Trust | Specialized trust designed to receive and distribute retirement account proceeds while maintaining favorable tax treatment through required minimum distributions | |
| IRA Accumulation Trust | Specialized trust that allows for accumulation of retirement account distributions while meeting see-through trust requirements for designated beneficiary status |
| Instrument | Description | Actions |
|---|---|---|
| Last Will and Testament (Individual) | Comprehensive testamentary instrument with residuary provisions, fiduciary appointments, and testamentary trusts if applicable | |
| Last Will and Testament (Married) | Testamentary instrument for married individuals with spousal provisions and optional QTIP or disclaimer trust provisions | |
| Pour-Over Will | Testamentary instrument designed to transfer probate assets to existing trust structure as contingency protection | |
| Self-Proving Affidavit | Supplemental sworn statement by witnesses to facilitate probate administration and validity determination |
| Instrument | Description | Actions |
|---|---|---|
| Durable Power of Attorney | Agency instrument with enumerated financial powers that remains effective during principal's incapacity | |
| Durable Power of Attorney (Longform) | Comprehensive agency appointment with extensive enumerated powers covering all financial, business, and personal affairs | |
| Limited Power of Attorney | Narrowly defined agency appointment for specific transactions, property, or time periods | |
| Springing Power of Attorney | Agency instrument that becomes effective only upon specified contingencies such as incapacity determination | |
| Business Management Power of Attorney | Specialized agency instrument for operation of business interests during principal's absence or incapacity | |
| Power of Attorney Revocation | Formal termination of previously executed power of attorney with notice provisions to third parties | |
| Short-Term Guardian Authorization | Temporary authorization for childcare and decision-making authority during parental absence or unavailability | |
| Caregiver's Authorization Affidavit | Sworn statement authorizing non-parent caregiver to exercise limited parental rights for health and educational decisions | |
| Agent's Certification of Authority | Notarized certification of agent's authority under valid power of attorney for third party reliance |
| Instrument | Description | Actions |
|---|---|---|
| Advance Healthcare Directive | Combined healthcare agent designation and treatment preferences document with anatomical gift provisions | |
| Living Will | Declaration of preferences regarding life-sustaining treatment in terminal conditions and permanent unconsciousness | |
| Dementia Directive Addendum | Supplemental directive specifically addressing treatment preferences in progressive cognitive impairment scenarios | |
| Standalone Dementia Directive | Standalone dementia directive specifically addressing treatment preferences in progressive cognitive impairment scenarios | |
| Disposition Instructions | Detailed instructions for disposition of remains, funeral or memorial services, and related arrangements | |
| HIPAA Authorization | Comprehensive protected health information disclosure authorization for designated individuals | |
| Hospital Visitation Authorization | Designation of permitted visitors in healthcare settings with priority order specification |
| Instrument | Description | Actions |
|---|---|---|
| Grant Deed | Instrument conveying real property with implied warranties of prior conveyances and grantor's title | |
| Quitclaim Deed | Instrument relinquishing grantor's right, title and interest without warranties or representation of title | |
| Warranty Deed | Instrument conveying real property with express warranties regarding title, encumbrances, and defense obligations | |
| Transfer on Death Deed | Instrument providing for automatic transfer of real property at death without probate proceedings | |
| Notice of Transfer on Death Deed | Formal notice of recorded transfer on death deed with statutory disclosures and revocation information | |
| Life Estate Deed | Instrument creating life tenancy for grantor with remainder interest to designated beneficiaries | |
| Deed of Trust | Security instrument creating encumbrance on real property to secure repayment obligation | |
| Preliminary Change of Ownership Report (PCOR) | Mandatory filing accompanying recorded real property transfers for tax assessment purposes | |
| Assignment of Personal Property | Omnibus assignment of tangible and intangible personal property for trust funding or other transfers | |
| Individual Assignment of Property | Specialized assignment instrument for individual transferring specific assets to trust or other entity | |
| Joint Assignment of Property | Specialized assignment instrument for married or joint owners transferring specific assets to trust or other entity | |
| Assignment of Business Interests | Specialized assignment of closely held business interests | |
| Assignment of Partnership Interest | Specialized assignment of partnership interests | |
| Assignment of General Partnership | Specialized assignment of general partnership interests | |
| Assignment of LLC | Specialized assignment of limited liability company interests | |
| Life Insurance Beneficiary Designation | Designation of life insurance policy beneficiaries | |
| Annuity Beneficiary Designation | Designation of annuity policy beneficiaries | |
| Stock Certificate Assignment | Assignment of corporate stock certificates | |
| Personal Property Memorandum | Binding memorandum for specific disposition of tangible personal property items incorporated by reference | |
| Bank Transfer Letters | General and bank-specific letters for transfer of bank accounts to trust or other entity | |
| Funding Instructions | Comprehensive instructions for funding trust with various asset types including sample letters and forms |
| Instrument | Description | Actions |
|---|---|---|
| Affidavit — Death of Joint Tenant | Sworn statement establishing death of joint tenant and survivorship property succession without probate proceedings | |
| Affidavit — Surviving Spouse Succession | Small estate succession affidavit for expedited transfer of decedent's property to surviving spouse | |
| Small Estate Affidavit | Sworn statement for collection of decedent's personal property when estate value falls below statutory threshold | |
| Affidavit — Death of Trustee | Evidence of trustee's death and successor trustee authentication for third-party reliance | |
| Affidavit — Death of Transferor | Sworn statement effectuating recorded Transfer on Death Deed and confirming transferor's death | |
| Declaration of Guardian Ad Litem | Formal appointment of temporary guardian for representation of minor's interests in legal proceedings | |
| Client Acknowledgment | Formal client acknowledgment of attorney responsibilities, document explanations, and planning choices | |
| Joint Client Acknowledgment | Formal acknowledgment for joint clients addressing potential conflicts of interest and joint representation issues | |
| Certification of Trust | Abbreviated trust summary for third-party reliance with trustee powers verification without requiring full trust disclosure |
| Instrument | Description | Actions |
|---|---|---|
| Asset Reports | Detailed asset spreadsheets with classification, valuation, and ownership information for estate planning purposes | |
| Guardian Nomination | Formal parental designation of guardian for minor children with contingent appointments and special instructions | |
| Asset Schedules | Detailed enumeration of trust corpus assets with classification and valuation for administration purposes | |
| Update to Asset Schedules | Formal update to existing asset schedules with new asset acquisitions or dispositions | |
| Tangible Personal Property Memorandum | Binding or precatory memorandum specifying disposition of specific tangible personal property items | |
| Trust Flow Diagram | Visual representation of trust administration process with asset flow, distribution, and trigger events | |
| Successor Trustee Manual | Comprehensive guidelines for successor trustee duties, tax obligations, and distribution responsibilities | |
| Client Summary | Client-friendly summary of estate plan provisions | |
| Cover Page | Professional cover page for document packages with attorney and client identification and document organization | |
| Transfer Documents Package | Consolidated package of necessary transfer documents for complete trust funding with instructions |
For specialized instruments not enumerated in our repository, please contact us to request support for additional documents.
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