Cowles: Members Only - Document List

Drafting Documents

• Estate planning worksheets for client preparation prior to appointments (versions for married, single, and domestic partners)
• Checklists for attorney use in drafting during the initial appointment
• Amendments and Restatements to Trusts
• Business-related documents
• Authorizations, Consents, Trustee Resignations, etc.
• Postmortem documents including disclaimers, correspondence, and Affidavit of Death

Documents/Letters in Marketing System

• Press release announcing changes in Substantive Law (2 versions)
• Press release announcing implementation of Estate Planning Systems
• Press release announcing attendance at Estate Planning Seminar
• Letter to banks offering training for employees
• Order form with request to speak
• Letter to banks offering a complimentary booklet
• Booklet request form
• Letter to banks offering a seminar for their depositors
• Letter to brokers and/or financial planners offering training
• Letter to brokers and/or financial planners offering a complimentary booklet
• Letter to brokers and/or financial planners offering a seminar for their clients
• Letter to insurance agents offering training
• Letter to insurance agents offering a complimentary booklet
• Letter to insurance agents offering a seminar for their clients
• Letter to attorneys asking for referrals
• Letter to hospitals offering complimentary booklets and offer to speak
• Letter to house of worship offering a complimentary booklet and offer to speak
• Letter to professional groups
• Flyer for free consultation
• Newspaper ad for estate planning
• Newspaper ad offering booklets
• Letter for newspaper column
• Yellow Pages ad
• Sample radio and television ads
• Letter to existing clients offering review of estate plan
• Flyer for review of existing estate plan
• Handout: What is the Fee for Review and Update of My Existing Estate Plan?
• Client worksheet for update of existing plan
• In-office estate plan update worksheet
• Flyer to existing client list offering materials
• Flyer promoting a seminar for professionals
• Outline for professional seminar
• Checklist for professional seminar
• Budget for professional seminar
• Seminar supplies list
• Professional Seminar reservation sheet
• Evaluation for professional seminar
• Outline for public seminar
• Checklist for public seminar
• Budget for public seminar
• Seminar supplies list
• Public Seminar reservation sheet
• Evaluation for public seminar
• Seminar ad/flyer
• Seminar ad/flyer announcing additional seminar scheduled
• Postmortem newspaper ad
• Postmortem letter to promote referrals

Checklists

• Revocable: Common Law, Community Property, Wisconsin, California, tutorial
• Will: Law, Community Property, Wisconsin, California, tutorial
• Irrevocable Life Insurance Trust: regular and tutorial
• Supplemental Needs Trust: regular and tutorial
• Supplemental Needs Trust Addendum
• TrusTerminator: regular and tutorial

Instant Update

Past enhancement documents for software releases

Technical Resources

• Software guides for Trust Plus, TrusTerminator and Customizer (same as in software)
• Trust Plus Quick Start checklist
• Tech Tips:
  • Supplemental Needs Trust
  • Seminar Materials
  • Maps
  • MemberDocs
  • Removing Witness Lines
  • Adding Letter
  • Collaborative Support
  • Backing Up Your Data

MemberDocs

Various documents posted by Cowles subscribers for member use

Listserve Archive

Historical listserve messages