Electronic Forms: Instructions and Table

• Library: Estate and Trust Administration in Virginia (Virginia CLE) (2019 Ed.)

ELECTRONIC FORMS: INSTRUCTIONS AND TABLE

The forms in the appendices follow a few conventions the practitioner should find helpful. The language enclosed in boldface brackets ([example]) may be optional, alternative, suggested, or provided by way of example, depending upon the context in which it is used. Some items such as names, dates, and some dollar amounts that may not be enclosed in brackets are also clearly intended only as examples. The practitioner must always exercise independent professional judgment when making use of any of the information or forms contained in this book.

The print edition of this handbook includes a CD-ROM containing electronic forms. The same forms are embedded in the electronic version of this book and can be accessed directly from this table of forms page, as described below. Unlike the forms on the CD-ROM, the electronic forms in this handbook are licensed for use on a single personal computer only.

Electronic forms, whether included in the print edition or the electronic (PDF) edition, differ from the sample forms found in the appendix of the printed book, which have been printed single-spaced and truncated to conserve space. Electronic forms include the captions at the top of the forms and the certificates of mailing at the bottom and they are double-spaced, and so comply with Rule 1:16 of the Virginia Supreme Court, which requires that documents filed in court be double-spaced. They may be copied for use within the law firm of the person who purchased the associated book. Forms may be modified as necessary to suit clients' needs.

The forms are in Microsoft® Word. Click the left mouse button twice on the links below to open the forms. You can also click the right mouse button once on the links to save the embedded files to your hard disk or a network server. (You need version 6 or later of Adobe® Reader to access embedded files.)

File Name	Link to Form	Title of Form
APP01-02engage_letter		SAMPLE ENGAGEMENT LETTER
APP01-06sm_estate_aff		VIRGINIA SMALL ESTATE ACT AFFIDAVIT
APP02-02self_prov_aff		SELF-PROVING AFFIDAVIT
APP02-03self_prov_aff_alt		SELF-PROVING AFFIDAVIT— ALTERNATIVE FORM
APP02-08ord_prob_&_qualif		ORDER OF PROBATE AND QUALIFICATION
APP03-03stock_power		STOCK POWER
APP03-04tran_on_death_deed		REVOCABLE TRANSFER ON DEATH DEED PURSUANT TO SECTION 64.2-635 OF THE VIRGINIA CODE
APP03-05rev_tran_death_deed		REVOCATION OF TRANSFER ON DEATH DEED PURSUANT TO SECTION 64.2-636 OF THE VIRGINIA CODE
APP03-09state_in_lieu_acct		NOTICE OF INTENT TO FILE A STATEMENT IN LIEU OF SETTLEMENT OF ACCOUNT
APP04-01elect_share_claim1		CLAIM TO AN ELECTIVE SHARE PURSUANT TO SECTION 64.2-302 OF THE VIRGINIA CODE FOR DECEDENTS DYING BEFORE JANUARY 1, 2017
APP04-02elect_share_claim2		CLAIM TO AN ELECTIVE SHARE PURSUANT TO SECTION 64.2-308.12 OF THE VIRGINIA CODE FOR DECEDENTS DYING ON OR

...