Sample Documents
Attorney Sample Documents Bank
These sample documents are provided by Wispact as a service to the Wisconsin legal community. We advise you that any sample form must be reviewed, and possibly modified, by legal counsel prior to use.
Creation and Funding Authority
- Designation of Remainder Beneficiary When Beneficiary Is Not Creator
- Certificate of Trust Sample.pdf
- Court Order to create Wispact I Guardian of Estate.pdf
- DPOA Trust Creation Sample Language.pdf
- Enrollment Services MADA Over 65 Letter Form.pdf
- Marital Settlement Agreement Sample Language.pdf
- Order for Guardian to Establish and Transfer Funds to Wispact Trust I Form.pdf
- Petition re Wispact I.pdf
- Probate Order to Create Trust I.pdf
- Probate Petition to Create Trust I.pdf
- Supplement to QDRO Order Sample
- Testamentary Sample Language.pdf
Notice Letters
- Notice to SSA and CDPU (Trust I) Sample
- Notice to SSA and Enrollment Services (Trust I) Sample
- Notice to SSA, Enrollment Services, and CDPU (Trust I) Sample
- Notice to SSA (Trust II) Sample
- Notice to SSA and CDPU (Trust II) Sample
- Trust II Notice to SSA (with detailed analysis) Sample.pdf
Decanting
- Notice of Appointment of Trust Assets Sample
- Waiver of 30-Day Notice Period for Decanting Sample
- Certification of Trustee’s Power to Appoint Assets to New Trust Sample
Miscellaneous
- Authorization to Pay Attorney’s Fees Sample.pdf
- Creator’s Exercise of Power of Appointment Sample.pdf
- Memorandum of Intent Sample 2.pdf
- Memorandum of Intent Sample.pdf
- Personal Care Agreement.pdf
- Trust II Gift-Bequest Instructions Letter.pdf
DISCLAIMER:
These samples do not constitute legal advice and we do not guarantee or warranty these samples for any purpose whatsoever. We advise you that any sample form must be reviewed, and possibly modified, by legal counsel prior to use.