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.
- Appointment of Trust Assets (Decant).pdf
- Authorization to Pay Attorney’s Fees Sample.pdf
- Designation of Beneficiary Form Article II(B)(2)(ii).pdf
- Certificate of Trust Sample.pdf
- Court Order to create Wispact I Guardian of Estate.pdf
- Creator’s Exercise of Power of Appointment Sample.pdf
- DPOA Trust Creation Sample Language.pdf
- Enrollment Services MADA Over 65 Letter Form.pdf
- Irrevocable Assignment of Annuity.pdf
- Marital Settlement Agreement Sample Language.pdf
- Memorandum of Intent Sample 2.pdf
- Memorandum of Intent Sample.pdf
- Order for Guardian to Establish and Transfer Funds to Wispact Trust I Form.pdf
- Personal Care Agreement.pdf
- Petition re Wispact I.pdf
- Potential Wispact Beneficiary Letter Sample.pdf
- Probate Order to Create Trust I.pdf
- Probate Petition to Create Trust I.pdf
- QDRO Supplemental Order Form.pdf
- Testamentary Sample Language.pdf
- Third Party SNT Notice to SSA Sample.pdf
- Trust I Notice to SSA and DHS Sample.pdf
- Trust I Notice to SSA and Enrollment Services Sample.pdf
- Trust I Notice to SSA, DHS, and ADRC Sample.pdf
- Trust I Notice to SSA, Enrollment Services, and CDPU Sample.pdf
- Trust II Gift-Bequest Instructions Letter.pdf
- Trust II Notice to SSA Sample 2.pdf
- Trust II Notice to SSA Sample.pdf
- Trust II Notice to SSA (with detailed analysis) Sample.pdf
- Trustee’s Certification of Power to Appoint (Decant).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.