Phone: (212) 601-2425

Address: The Woolworth Building | 233 Broadway, Suite 801 | New York, New York 10279

 Email: officemanager@mtrustlaw.com

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© 2019 Jill Miller & Associates, P.C. All Rights Reserved.           

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

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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.