Chapter 11 Execution and Safekeeping of Documents

Index

• 11.1 Overview
• 11.2 Review of Documents before Execution
• 11.3 Legal Requirements for Execution of a Will
• 11.4 Proof of Execution of Wills
• 11.5 Document Execution Ceremony
• 11.6 Execution of Other Estate Planning Documents
• 11.7 Safekeeping of Documents
• Appendix 11-1 Sample Letter Sending Non-tax Document Drafts to Clients
• Appendix 11-2 Sample Letter Sending Tax-oriented Document Drafts to Clients
• Appendix 11-3 Sample Letter to Corporate or Other Professional Fiduciary Sending Document Drafts for Review
• Appendix 11-4 Signing for Testator Form
• Appendix 11-5 Procedure for Notaries in the Use of Self-proving Certificates
• Appendix 11-6 Self-proving Certificate with Testator and Witness Signatures
• Appendix 11-7 Self-proving Certificate Without Testator and Witness Signatures
• Appendix 11-8 Legal Ethics Opinion 1283
• Appendix 11-9 Client Document Execution Memorandum
• Appendix 11-10 Log for Original Client Documents Retained by Law Firm
• Appendix 11-11 Sample Letter to Prior Attorney or Corporate Fiduciary Requesting Return of Prior Originals to Client