The Key Benefits to Working With NobleForms

Templates For Estate Planning, Probate, and Trust Administration

Complete estate planning practice

The templates cover the logical steps in estate planning.
The process starts with getting information from the client about their family, their desired distribution plan, and their assets. The subscribing attorney will have thier own portal from which they can email a link to the client so the client can fill out their own online form. This informtion entered by the client will be used by the attorney in preparing the documents without retyping. Also, the client can upload documents such as bank statememnts to the attorney's portal.
Produces a spreadsheet which lists all assets and shows who will own them after estate planning is completed. Also shows beneficiary designations.
Produces a Will Plan which consists of a will, a power of attorney, an advance directive to physicians, and informational material (including a bill) for the three-ring binder.
Produces a Trust Plan which consists of a trust (a single trust for unmarried persons, or either a joint trust or a two trust plan for married persons), trust certification, pourover will, power of attorney, advance directive to physicians, all funding documents for the trust(s) including deeds, assignments of personal property, assignments of business interests and contract interests, letters of instructions to financial institutions, and requests for written confirmation of beneficiary designations from custodians of retirement accounts and insurance companies, and informational material (including a bill) for the three ring binder.

Complete probate and trust administration practice

The templates cover the logical steps in probate and trust administration.
The process starts with getting personal information from the client about the decedent and obtaining information about the assets owned by the decedent at death. Once this information is entered in the system many documents can be produced without retyping the information.
Produces all the documents needed to document asset valuation for the Oregon Estate Tax. For example, using the same information the system produces a date of death spreadsheet showing all assets owned by the decedent for estate tax purposes, a spreadsheet to be attached as Exhibit A to the Inventory in a probate case, or a spreadsheet listing all the assets in a trust administration.
Names of important people or entities are entered once and assigned roles in the administration and then information is pulled to produce various documents such as the heirs and devisees in the petition, notice to heirs and devisees and cover letters to heirs, devisees, and beneficiaries.
Simplifies the production of the Final Account in probate and in trust administration.

Cloud Based

Works on any computer, tablet, or phone.
Attorney can work remotely and is not tied to the office computer.
Cloud based assembly avoids having to install software, or updates, or download templates.
Updates are available immediately without having to download any new files or programs.