CLIENT RESOURCES

Please refer to the below documents published by our firm for more information on estate planning and estate administration. 

 

These documents are provided to our clients and require a password to access. Please contact our office at (212) 601-2425 or email officemanager@mtrustlaw.com to request access.​

Estate Planning Resources

Resources to Review Before Starting Your Estate Planning

A worksheet for clients to fill out in advance of an estate planning meeting focusing solely on net worth and assets

A worksheet for clients to fill out in advance of an estate planning meeting. 

This document guides clients in the fiduciary selection process for their estate planning.

This document is a list of important positions in every estate plan and a brief description of their respective duties and responsibilities

Please reload

Resources for After Completing Your Estate Planning

An organizer of important contacts, personal information, financial accounts, and online accounts. 

A personal reflection which conveys the writer’s core values, memories, perspectives, and beliefs to his or her loved ones.

Document detailing when one should update their estate plan. 

The sample letter of wishes with instructions can be sent to the trustees or to the administrators of your trust. 

The sample letter of wishes template can be sent to the trustees or to the administrators of your trust. 

This sample letter of wishes can be sent to the trustees or to the administrators of your trust. The letter outlines your intentions for the trust purposes, guidance on distributions to the beneficiaries, and the tax characteristics of the trust. 

This sample letter of wishes provides guidance to your family on the distribution of your personal property.

This sample letter of wishes provides guidance to your trustees on your Revocable Trust in addition to end of life guidance. 

​This sample letter of wishes provides guidance about the specific care that you would like to receive if you should become disabled and are not fully able to express your wishes or are terminally ill at the end of your life. 

This sample letter of wishes provides guidance to the guardian of your minor children.

Please reload

Educational Resources

A description of various common estate planning techniques. 

A chart detailing the historic and current federal and state tax exemptions and rates. 

Please reload

Estate Planning with Jill Miller & Associates, P.C.

A client guide to the standard priced estate planning process with Jill Miller & Associates.

A visual timeline of the standard priced estate planning process with Jill Miller & Associates.

A client guide to the fixed fee estate planning process with Jill Miller & Associates.

A visual timeline of the fixed fee estate planning process with Jill Miller & Associates.

Please reload

Estate Administration Resources

Resources to Review Before Your Initial Estate Administration Meeting

A list describing the various items a client should bring to an initial estate administration meeting.

A checklist of people and places to call upon the death of a family member and an estate administration overview. 

An overview of the executor/administrator responsibilities in an estate administration. 

A description of the milestones in estate administration. 

Please reload

Educational Resources