|
|
FB7096
|
01_chart - Critical Date Chart |
|
|
n/a
|
n/a
|
|
FB7097
|
01_MIL - Master Information List |
|
|
n/a
|
n/a
|
|
FB7098
|
01_MIL Schedules - Master Information List - Schedules |
|
|
n/a
|
n/a
|
|
FB7099
|
01_worksheet1 - Cash Requirements Worksheet |
|
|
n/a
|
n/a
|
|
FB7100
|
01_worksheet2 - Estate Progress Worksheets |
|
|
n/a
|
n/a
|
|
FB7101
|
02_01 - Letter of Representation |
|
|
n/a
|
n/a
|
|
FB7001
|
02_028 - Sample Letter to Client |
|
|
n/a
|
n/a
|
|
FB7002
|
02_034 - Master Information List |
|
|
n/a
|
n/a
|
|
FB7003
|
02_205 - Sample Reminder Checklist for Client |
|
|
n/a
|
n/a
|
|
FB7102
|
03_01 - Application for Informal Administration |
|
|
n/a
|
n/a
|
|
FB7103
|
03_02 - Request for Social Security Number or Tax Identification Number |
|
|
n/a
|
n/a
|
|
FB7104
|
03_03 - Waiver and Consent (PR-1803) |
|
|
n/a
|
n/a
|
|
FB7105
|
03_04 - Proof of Heirship (PR-1806) |
|
|
n/a
|
n/a
|
|
FB7106
|
03_05 - Letter Regarding Initiation of Probate |
|
|
n/a
|
n/a
|
|
FB7107
|
03_06 - Letter Regarding Possible Welfare Claims |
|
|
n/a
|
n/a
|
|
FB7108
|
03_07 - Probate Claims Notice (F-13033) |
|
|
n/a
|
n/a
|
|
FB7109
|
03_08 - Notice to Creditors (PR-1804) |
|
|
n/a
|
n/a
|
|
FB7110
|
03_09 - Petition to Dispense with Guardian ad Litem (PR-1820) |
|
|
n/a
|
n/a
|
|
FB7111
|
03_10 - Order Dispensing with Guardian ad Litem (PR-1821) |
|
|
n/a
|
n/a
|
|
FB7112
|
03_11 - Consent to Serve (PR-1807) |
|
|
n/a
|
n/a
|
|
FB7004
|
03_115 - Written Consent to Life Insurance Beneficiary Designation |
|
|
n/a
|
n/a
|
|
FB7005
|
03_116 - Written Consent to Use of Property to Pay Premiums |
|
|
n/a
|
n/a
|
|
FB7113
|
03_12 - Consent to Serve as Trustee (PR-1930) |
|
|
n/a
|
n/a
|
|
FB7006
|
03_123 - Beneficiary Designation of Trustees Under Revocable Trust (ABA Form) |
|
|
n/a
|
n/a
|
|
FB7114
|
03_13 - Statement of Informal Administration (PR-1808) |
|
|
n/a
|
n/a
|
|
FB7115
|
03_14 - Domiciliary Letters (PR-1810) |
|
|
n/a
|
n/a
|
|
FB7116
|
03_15 - Letter Requesting Domiciliary Letters |
|
|
n/a
|
n/a
|
|
FB7117
|
03_16 - Letters of Trust (PR-1829) |
|
|
n/a
|
n/a
|
|
FB7118
|
03_17 - Letter Forwarding Initial Documents to Probate Court |
|
|
n/a
|
n/a
|
|
FB7119
|
03_18 - Proof of Publication |
|
|
n/a
|
n/a
|
|
FB7120
|
03_19 - Letter Forwarding Proof of Publication |
|
|
n/a
|
n/a
|
|
FB7121
|
03_20 - Application for Death Certificate |
|
|
n/a
|
n/a
|
|
FB7122
|
03_21 - Letter Requesting Information on Savings and Checking Accounts and Loans |
|
|
n/a
|
n/a
|
|
FB7123
|
03_22 - Letter to Financial Institution Concerning Safe Deposit Box |
|
|
n/a
|
n/a
|
|
FB7124
|
03_23 - Waiver of Personal Representative's Fee |
|
|
n/a
|
n/a
|
|
FB7125
|
03_24 - Letter Forwarding Waiver of Fees to Probate Registrar |
|
|
n/a
|
n/a
|
|
FB7126
|
03_25 - Letter to Postmaster |
|
|
n/a
|
n/a
|
|
FB7127
|
03_26 - Letter Reminding Personal Representative to Review Insurance |
|
|
n/a
|
n/a
|
|
FB7128
|
03_27 - Letter Requesting Information from Decedent's Employer |
|
|
n/a
|
n/a
|
|
FB7129
|
03_28 - Letter Requesting Real Estate Tax Bills |
|
|
n/a
|
n/a
|
|
FB7130
|
03_29 - Letter to Title Insurer |
|
|
n/a
|
n/a
|
|
FB7131
|
03_30 - Letter Forwarding Title Reports |
|
|
n/a
|
n/a
|
|
FB7132
|
03_31 - Letter to Creditor (Timely Notice) |
|
|
n/a
|
n/a
|
|
FB7133
|
03_32 - Letter to Creditors (Late Notice) |
|
|
n/a
|
n/a
|
|
FB7134
|
03_33 - Letter Forwarding Claims Information to Probate Registrar |
|
|
n/a
|
n/a
|
|
FB7135
|
03_34 - Letter Forwarding Payment to Creditor |
|
|
n/a
|
n/a
|
|
FB7136
|
03_35 - Estate Receipt for Claim (PR-1815) |
|
|
n/a
|
n/a
|
|
FB7137
|
03_36 - Statement of No Claims Filed |
|
|
n/a
|
n/a
|
|
FB7138
|
03_37 - Letter to Personal Representative Concerning Payment of Bill for Proof of Publication |
|
|
n/a
|
n/a
|
|
FB7139
|
03_38 - Letter to Probate Registrar Concerning Proof of Publication |
|
|
n/a
|
n/a
|
|
FB7140
|
03_39 - Letter Forwarding Publication Fee |
|
|
n/a
|
n/a
|
|
FB7141
|
03_40 - Letter Requesting Social Security Lump Sum Death Benefit |
|
|
n/a
|
n/a
|
|
FB7142
|
03_41 - Letter to Personal Representative or Relative Regarding Inventory |
|
|
n/a
|
n/a
|
|
FB7143
|
03_42 - Inventory (PR-1811), Attachments, and Summary of Schedules |
|
|
n/a
|
n/a
|
|
FB7144
|
03_43 - Certification of Inventory and Fees |
|
|
n/a
|
n/a
|
|
FB7145
|
03_44 - Letter Forwarding Inventory to Probate Registrar |
|
|
n/a
|
n/a
|
|
FB7146
|
03_45 - Letter Forwarding Inventory to Beneficiaries |
|
|
n/a
|
n/a
|
|
FB7147
|
03_46 - Marital Property Settlement Worksheet |
|
|
n/a
|
n/a
|
|
FB7148
|
03_47 - Marital Property Exchange Agreement |
|
|
n/a
|
n/a
|
|
FB7149
|
03_48 - Petition for Approval of Marital Property Exchange Agreement |
|
|
n/a
|
n/a
|
|
FB7150
|
03_49 - Marital Property Exchange Agreement |
|
|
n/a
|
n/a
|
|
FB7151
|
03_50 - Statement of Termination and Confirmation of Interest(s) in Property (PR-1812) |
|
|
n/a
|
n/a
|
|
FB7152
|
03_51 - Transfer of Interest in Property (PR-1818) |
|
|
n/a
|
n/a
|
|
FB7153
|
03_52 - Termination of Decedent's Property Interest (HT-110) |
|
|
n/a
|
n/a
|
|
FB7154
|
03_53 - Transfer on Death to Beneficiary (TOD-110) |
|
|
n/a
|
n/a
|
|
FB7155
|
03_54 - Letter Forwarding Termination of Property Interest to Register of Deeds |
|
|
n/a
|
n/a
|
|
FB7156
|
03_55 - Letter to Stockbroker |
|
|
n/a
|
n/a
|
|
FB7157
|
03_56 - Letter of Instruction (Securities) |
|
|
n/a
|
n/a
|
|
FB7158
|
03_57 - Affidavit of Domicile |
|
|
n/a
|
n/a
|
|
FB7159
|
03_58 - Lost Policy Affidavit |
|
|
n/a
|
n/a
|
|
FB7160
|
03_59 - Letter Forwarding Deed for Recording |
|
|
n/a
|
n/a
|
|
FB7161
|
03_60 - Statement for Transfer of Vehicles to a Surviving Spouse, Domestic Partner, or Surviving Heir (MV2300) |
|
|
n/a
|
n/a
|
|
FB7162
|
03_61 - Wisconsin Title & License Plate Application (MV 1) |
|
|
n/a
|
n/a
|
|
FB7163
|
03_62 - Letter Forwarding Statement for Transfer of Vehicles and Title to DOT |
|
|
n/a
|
n/a
|
|
FB7164
|
03_63 - Petition to Extend Time to Close Estate (PR-1833) |
|
|
n/a
|
n/a
|
|
FB7165
|
03_64 - Order to Extend Time to Close Estate (PR-1834) |
|
|
n/a
|
n/a
|
|
FB7166
|
03_65 - Letter Forwarding Petition and Order to Extend Time to Close Estate |
|
|
n/a
|
n/a
|
|
FB7167
|
03_66 - Final Account (PR-1814) and Supporting Schedules |
|
|
n/a
|
n/a
|
|
FB7168
|
03_67 - Estate Receipt (PR-1815) - Specific Bequest |
|
|
n/a
|
n/a
|
|
FB7169
|
03_68 - Estate Receipt (PR-1815) - Residual Bequest |
|
|
n/a
|
n/a
|
|
FB7170
|
03_69 - Letter Forwarding Estate Receipt to Probate Registrar |
|
|
n/a
|
n/a
|
|
FB7171
|
03_70 - Letter Concerning Distribution- Short Form |
|
|
n/a
|
n/a
|
|
FB7172
|
03_71 - Letter Concerning Distribution- Long Form |
|
|
n/a
|
n/a
|
|
FB7173
|
03_72 - Personal Representative's Statement to Close Estate (PR-1816) |
|
|
n/a
|
n/a
|
|
FB7174
|
03_73 - Letter Forwarding Statement to Close Estate to Beneficiaries |
|
|
n/a
|
n/a
|
|
FB7175
|
03_74 - Letter Forwarding Closing Documents to Probate Registrar |
|
|
n/a
|
n/a
|
|
FB7176
|
03_75 - Letter Forwarding Copies of Tax Returns to Probate Registrar |
|
|
n/a
|
n/a
|
|
FB7177
|
03_76 - Final Letter to Personal Representative |
|
|
n/a
|
n/a
|
|
FB7178
|
03_77 - Demand for Formal Proceedings (PR-1813) |
|
|
n/a
|
n/a
|
|
FB7179
|
03_78 - Notice to Interested Persons and Time Limit for Filing Claims (PR-1805) |
|
|
n/a
|
n/a
|
|
FB7180
|
03_79 - Order Appointing Guardian ad Litem or Counsel (GF-131) |
|
|
n/a
|
n/a
|
|
FB7181
|
03_80 - Declination to Act as Personal Representative (PR-1802) |
|
|
n/a
|
n/a
|
|
FB7182
|
03_81 - Trust Inventory (PR-1932) |
|
|
n/a
|
n/a
|
|
FB7183
|
03_82 - Petition for Termination of Trust |
|
|
n/a
|
n/a
|
|
FB7184
|
03_83 - Order Discharging Trustee (PR-1933) |
|
|
n/a
|
n/a
|
|
FB7007
|
04_002 - Basic Will Without a Trust |
|
|
n/a
|
n/a
|
|
FB7185
|
04_01 - Special Administration - Petition (PR-1933) |
|
|
n/a
|
n/a
|
|
FB7008
|
04_012 - Identification of Testator by Various Names (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7009
|
04_016 - Nomination of Guardian (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7186
|
04_02 - Special Administration - Order Setting Time to Hear Petition (PR-1851) |
|
|
n/a
|
n/a
|
|
FB7187
|
04_03 - Special Administration - Order Appointing Special Administrator (PR-1852) |
|
|
n/a
|
n/a
|
|
FB7188
|
04_04 - Letters of Special Administration (PR-1853) |
|
|
n/a
|
n/a
|
|
FB7010
|
04_042 - Entire Estate to Spouse (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7011
|
04_048 - If Spouse Predeceases Testator, All to Children and Lineal Descendants (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7189
|
04_05 - Special Administration - Petition for Discharge (PR-1854) |
|
|
n/a
|
n/a
|
|
FB7012
|
04_054 - Descendents of Deceased Child Take by Right of Representation: Per Capita Distribution (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7190
|
04_06 - Special Administration - Order of Discharge (PR-1855) |
|
|
n/a
|
n/a
|
|
FB7191
|
04_07 - Petition for Allowance |
|
|
n/a
|
n/a
|
|
FB7192
|
04_08 - Order for Allowance |
|
|
n/a
|
n/a
|
|
FB7013
|
04_080 - Attestation Clause - Signing by Proxy (Altervative Provision) |
|
|
n/a
|
n/a
|
|
FB7014
|
04_083 - Attestation Clause - Signing by Testator's Mark (Altervative Provision) |
|
|
n/a
|
n/a
|
|
FB7015
|
04_088 - One-Step Procedure for Self-Proved Will (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7193
|
04_09 - Surviving Spouse's Selection of Personal Property |
|
|
n/a
|
n/a
|
|
FB7016
|
04_091 - Two-Step Procedure for Self-Proved Will (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7017
|
04_094 - Payment of Expenses of Last Illness and Funeral (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7194
|
04_10 - Petition for Special Allowance |
|
|
n/a
|
n/a
|
|
FB7018
|
04_100 - Payment of Debts, Taxes, and Expenses (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7019
|
04_106 - Gift of Encumbered Property - Exoneration (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7020
|
04_109 - Gift of Encumbered Property - Subrogation (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7195
|
04_11 - Order for Special Allowance |
|
|
n/a
|
n/a
|
|
FB7021
|
04_112 - Nonademption of Specific Gifts (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7022
|
04_116 - Option to Purchase - At Appraised Value for Case (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7023
|
04_117 - Option to Purchase - At Appraised Value on Terms (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7024
|
04_118 - Option to Purchase - At Fixed Value for Cash (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7196
|
04_12 - Petition for Spouse's Exemption from Creditors |
|
|
n/a
|
n/a
|
|
FB7025
|
04_128 - Powers of Personal Representative: Sell, Lease, or Mortgage Property and Borrow Money (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7197
|
04_13 - Order for Spouse's Exemption from Creditors |
|
|
n/a
|
n/a
|
|
FB7026
|
04_131 - Powers of Personal Representative - Permit Beneficiaries to Use Property (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7027
|
04_134 - Powers of Personal Representative - Settle Claims (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7028
|
04_137 - Powers of Personal Representative: Leave Assets Invested in Form Received (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7198
|
04_14 - Spousal Election |
|
|
n/a
|
n/a
|
|
FB7029
|
04_140 - Powers of Personal Representative - Continue Business (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7030
|
04_144 - Powers of Personal Representative - Administer Marital Property (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7031
|
04_147 - Gift of Life Estate (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7199
|
04_15 - Disclaimer of Interest |
|
|
n/a
|
n/a
|
|
FB7032
|
04_155 - Gift of Remainder Interest (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7033
|
04_158 - Gift for Educational, Religious, Charitable, and Public Uses (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7200
|
04_16 - Assignment of Interest |
|
|
n/a
|
n/a
|
|
FB7034
|
04_161 - Specific Bequest Limited to Fraction of Estate (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7035
|
04_164 - Anatomical Gifts (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7201
|
04_17 - Petition That Home Be Assigned to Spouse |
|
|
n/a
|
n/a
|
|
FB7202
|
04_18 - Declaration of Advancement |
|
|
n/a
|
n/a
|
|
FB7036
|
04_182 - Compensation of Personal Representative (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7203
|
04_19 - Petition for Formal Administration (PR-1901) |
|
|
n/a
|
n/a
|
|
FB7037
|
04_191 - Very Short Will |
|
|
n/a
|
n/a
|
|
FB7204
|
04_20 - Order Appointing Guardian ad Litem or Attorney (GF-131) |
|
|
n/a
|
n/a
|
|
FB7205
|
04_21 - Notification Letter to Guardian ad Litem or Attorney for Person in Military Service |
|
|
n/a
|
n/a
|
|
FB7206
|
04_22 - Order Setting Time to Hear Petition for Administration and Heirship and Notice to Creditors (PR-1903) |
|
|
n/a
|
n/a
|
|
FB7207
|
04_23 - Waiver, Consent and Approval (PR-1902) |
|
|
n/a
|
n/a
|
|
FB7208
|
04_24 - Order Limiting Time for Filing Claims and Determination of Heirship (PR-1904) |
|
|
n/a
|
n/a
|
|
FB7209
|
04_25 - Letter to Newspaper Accompanying Notice for Publication |
|
|
n/a
|
n/a
|
|
FB7210
|
04_26 - Affidavit of Mailing (PR-1817) |
|
|
n/a
|
n/a
|
|
FB7211
|
04_27 - Notification Letter to Heirs |
|
|
n/a
|
n/a
|
|
FB7212
|
04_28 - Notification Letter to Specific Legatee |
|
|
n/a
|
n/a
|
|
FB7213
|
04_29 - Proof of Heirship (PR-1806) |
|
|
n/a
|
n/a
|
|
FB7214
|
04_30 - Letter to Attesting Witness Who Will Prove Will |
|
|
n/a
|
n/a
|
|
FB7215
|
04_31 - Proof of Will (PR-1845) |
|
|
n/a
|
n/a
|
|
FB7216
|
04_32 - Order for Formal Administration (PR-1905) |
|
|
n/a
|
n/a
|
|
FB7217
|
04_33 - Domiciliary Letters (PR-1906) |
|
|
n/a
|
n/a
|
|
FB7218
|
04_34 - Signature Bond (PR-1809) |
|
|
n/a
|
n/a
|
|
FB7219
|
04_35 - Letters of Trust (PR-1931) |
|
|
n/a
|
n/a
|
|
FB7220
|
04_36 - Order Appointing Appraiser(s) (PR-1907) |
|
|
n/a
|
n/a
|
|
FB7221
|
04_37 - Letter to Appraiser(s) |
|
|
n/a
|
n/a
|
|
FB7222
|
04_38 - Consent to Serve (PR-1807) - Appointment of Resident Agent |
|
|
n/a
|
n/a
|
|
FB7223
|
04_39 - Information-Gathering Table |
|
|
n/a
|
n/a
|
|
FB7224
|
04_40 - Claim Against Estate (PR-1819) |
|
|
n/a
|
n/a
|
|
FB7225
|
04_41 - Objection to Allowance of Claim |
|
|
n/a
|
n/a
|
|
FB7226
|
04_42 - Judgment on Claims (PR-1909) |
|
|
n/a
|
n/a
|
|
FB7227
|
04_43 - Letter Regarding Life Insurance |
|
|
n/a
|
n/a
|
|
FB7228
|
04_44 - Life Insurance Statement for Insured Decedent (IRS Form 712) |
|
|
n/a
|
n/a
|
|
FB7229
|
04_45 - Inventory (PR-1811) |
|
|
n/a
|
n/a
|
|
FB7230
|
04_46 - Notice of Inventory on File (PR-1908) |
|
|
n/a
|
n/a
|
|
FB7231
|
04_47 - Waiver of Right to Receive Inventory and Accounts - Waiver, Consent and Approval (PR-1902) |
|
|
n/a
|
n/a
|
|
FB7232
|
04_48 - Petition for Order Approving Classification of Property |
|
|
n/a
|
n/a
|
|
FB7233
|
04_49 - Objection to Property Classification |
|
|
n/a
|
n/a
|
|
FB7234
|
04_50 - Order for Hearing on Classification of Property |
|
|
n/a
|
n/a
|
|
FB7235
|
04_51 - Order Classifying Property |
|
|
n/a
|
n/a
|
|
FB7236
|
04_52 - Petition for Declaration of Rights of Management and Control |
|
|
n/a
|
n/a
|
|
FB7237
|
04_53 - Order Declaring Interest in Property |
|
|
n/a
|
n/a
|
|
FB7238
|
04_54 - Order Declaring Rights of Management and Control |
|
|
n/a
|
n/a
|
|
FB7239
|
04_55 - Final Account (PR-1814) |
|
|
n/a
|
n/a
|
|
FB7240
|
04_56 - Petition for Approval of Final Account and Final Judgment (PR-1910) |
|
|
n/a
|
n/a
|
|
FB7241
|
04_57 - Order and Notice for Hearing Final Account and Final Judgment (PR-1911) |
|
|
n/a
|
n/a
|
|
FB7242
|
04_58 - Order for Hearing on Waiver |
|
|
n/a
|
n/a
|
|
FB7243
|
04_59 - Supplemental Final Account (PR-1814) |
|
|
n/a
|
n/a
|
|
FB7244
|
04_60 - Final Judgment (PR-1912) |
|
|
n/a
|
n/a
|
|
FB7245
|
04_61 - Abridgment of Final Judgment (PR-1913) |
|
|
n/a
|
n/a
|
|
FB7246
|
04_62 - Notice of Distribution to Ward (PR-1822) |
|
|
n/a
|
n/a
|
|
FB7247
|
04_63 - Approval of Distribution to Ward for Wiscosnin Resident (PR-1823) |
|
|
n/a
|
n/a
|
|
FB7248
|
04_64 - Proof of Recording (PR-1914) |
|
|
n/a
|
n/a
|
|
FB7249
|
04_65 - Order Discharging Guardian ad Litem |
|
|
n/a
|
n/a
|
|
FB7250
|
04_66 - Order of Discharge of Personal Representative (PR-1915) |
|
|
n/a
|
n/a
|
|
FB7251
|
04_68 - Application for (Conversion to) Informal Administration (PR-1801) |
|
|
n/a
|
n/a
|
|
FB7252
|
04_69 - Notice of Application to Convert to Informal Administration |
|
|
n/a
|
n/a
|
|
FB7253
|
04_70 - Order Converting Proceeding to Informal Administration |
|
|
n/a
|
n/a
|
|
FB7254
|
04_guide1 - Procedural Guide to Initial Hearing on Petition for Administration |
|
|
n/a
|
n/a
|
|
FB7255
|
04_guide2 - Procedural Guide to Hearing on Final Account |
|
|
n/a
|
n/a
|
|
FB7256
|
05_01 - Transfer by Affidavit - $50,000 and Under (PR-1831) |
|
|
n/a
|
n/a
|
|
FB7257
|
05_02 - Letter Requesting Execution of Initial Summary Procedure Documents |
|
|
n/a
|
n/a
|
|
FB7258
|
05_03 - Statement of Transfer of Vehicles to a Surviving Spouse, Domestic Partner, or Surviving Heir (MV2300) |
|
|
n/a
|
n/a
|
|
FB7259
|
05_04 - Summary Settlement - Petition (PR-1835) |
|
|
n/a
|
n/a
|
|
FB7260
|
05_05 - Waiver and Consent (PR-1846) |
|
|
n/a
|
n/a
|
|
FB7261
|
05_06 - Summary Settlement - Order for Hearing and Notice (PR-1836) |
|
|
n/a
|
n/a
|
|
FB7038
|
05_062 - Will with Single Testamentary Trust |
|
|
n/a
|
n/a
|
|
FB7262
|
05_07 - Letter to Interested Person Regarding Summary Settlement |
|
|
n/a
|
n/a
|
|
FB7263
|
05_09 - Bond of Petition for Summary Settlement - Assignment (PR-1809) |
|
|
n/a
|
n/a
|
|
FB7039
|
05_091 - Will with Multiple Separate Testamentary Trusts |
|
|
n/a
|
n/a
|
|
FB7264
|
05_10 - Summary Settlement - Findings and Order (PR-1837) |
|
|
n/a
|
n/a
|
|
FB7265
|
05_11 - Letter to Register of Deeds to Record Summary Settlement Findings and Order |
|
|
n/a
|
n/a
|
|
FB7266
|
05_12 - Order Discharging Bond of Petitioner for Summary Settlement of Estate and Releasing Sureties |
|
|
n/a
|
n/a
|
|
FB7267
|
05_14 - Summary Assignment - Petition (PR-1840) |
|
|
n/a
|
n/a
|
|
FB7268
|
05_15 - Summary Assignment - Notice to Creditors (PR-1842) |
|
|
n/a
|
n/a
|
|
FB7269
|
05_16 - Summary Assignment - Order for Hearing and Notice (PR-1843) |
|
|
n/a
|
n/a
|
|
FB7270
|
05_17 - Summary Assignment - Affidavit (PR-1841) |
|
|
n/a
|
n/a
|
|
FB7271
|
05_18 - Bond of Assignee of Decedent's Estate Summarily Assigned (PR-1809) |
|
|
n/a
|
n/a
|
|
FB7272
|
05_19 - Summary Assignment - Findings and Order (PR-1844) |
|
|
n/a
|
n/a
|
|
FB7273
|
05_20 - Order Discharging Bond of Assignees of Decedent's Estate Summarily Assigned |
|
|
n/a
|
n/a
|
|
FB7274
|
05_21 - Petition and Certificate of Joint Tenancy - Life Estate Termination - Survivorship Marital Property Vesting (PR-1929) |
|
|
n/a
|
n/a
|
|
FB7275
|
05_22 - Petition for Certificate of Descent (or) Judgment Determining Descent (PR-1945) |
|
|
n/a
|
n/a
|
|
FB7276
|
05_23 - Order for Hearing Petition for Judgment Determining Descent (PR-1946) |
|
|
n/a
|
n/a
|
|
FB7277
|
05_24 - Certificate of Descent (PR-1947) |
|
|
n/a
|
n/a
|
|
FB7278
|
05_25 - Judgment Determining Descent (PR-1948) |
|
|
n/a
|
n/a
|
|
FB7279
|
06_01 - Application for Federal Employer Identification Number (SS-4) |
|
|
n/a
|
n/a
|
|
FB7280
|
06_02 - Letter Advising Personal Representative of EIN |
|
|
n/a
|
n/a
|
|
FB7281
|
06_03 - Notice Concerning Fiduciary Relationship (IRS Form 56) |
|
|
n/a
|
n/a
|
|
FB7282
|
06_04 - Letter Forwarding Notice Concerning Fiduciary Relationship |
|
|
n/a
|
n/a
|
|
FB7283
|
06_05 - U.S. Estate Tax Return (IRS Form 706) |
|
|
n/a
|
n/a
|
|
FB7284
|
06_06 - Transmittal Letter for Federal Estate Tax Return |
|
|
n/a
|
n/a
|
|
FB7285
|
06_08 - Election of Administration Expenses |
|
|
n/a
|
n/a
|
|
FB7286
|
06_09 - Trust Verification |
|
|
n/a
|
n/a
|
|
FB7287
|
06_10 - Will Verification |
|
|
n/a
|
n/a
|
|
FB7288
|
06_11 - U.S. Fiduciary Income Tax Return (IRS Form 1041) |
|
|
n/a
|
n/a
|
|
FB7289
|
06_12 - Wisconsin Fiduciary Income Tax Return (DOR Form 2) |
|
|
n/a
|
n/a
|
|
FB7290
|
06_13 - Request for Prompt Assessment (IRS Form 4810) |
|
|
n/a
|
n/a
|
|
FB7291
|
06_14 - Closing Certificate for Fiduciaries (E99A) |
|
|
n/a
|
n/a
|
|
FB7292
|
06_15 - Petition to Dispense with Filing of Closing Certificate for Fiduciaries |
|
|
n/a
|
n/a
|
|
FB7293
|
06_16 - Order |
|
|
n/a
|
n/a
|
|
FB7294
|
06_17 - Certificate Determining Estate Tax (E-202) |
|
|
n/a
|
n/a
|
|
FB7295
|
06_18 - Letter Forwarding Closing Certificate for Fiduciaries |
|
|
n/a
|
n/a
|
|
FB7296
|
06_19 - Letter Forwarding Estate Tax Closing Letter |
|
|
n/a
|
n/a
|
|
FB7040
|
07_036 - Marital Property Agreement |
|
|
n/a
|
n/a
|
|
FB7041
|
07_037 - Marital Property Agreement - Petition to Confirm Interest in Property |
|
|
n/a
|
n/a
|
|
FB7042
|
07_038 - Marital Property Agreement - Certificate Confirming Interest in Property |
|
|
n/a
|
n/a
|
|
FB7043
|
07_039 - Marital Property Agreement - Transmittal Letter to Court |
|
|
n/a
|
n/a
|
|
FB7044
|
07_047 - Appointment of Special Cotrustee |
|
|
n/a
|
n/a
|
|
FB7045
|
07_076 - Specific Types of Assets to Fund Revocable Trust - Real Property |
|
|
n/a
|
n/a
|
|
FB7046
|
07_077 - Specific Types of Assets to Fund Revocable Trust - Untitled Tangible Personal Property |
|
|
n/a
|
n/a
|
|
FB7047
|
07_078 - Specific Types of Assets to Fund Revocable Trust: Publicly Traded Securities and Brokerage Accounts |
|
|
n/a
|
n/a
|
|
FB7048
|
07_079 - Specific Types of Assets to Fund Revocable Trust - Bonds |
|
|
n/a
|
n/a
|
|
FB7049
|
07_095 - Funding Revocable Trust by Durable Power of Attorney for Financial Management |
|
|
n/a
|
n/a
|
|
FB7050
|
07_108 - Declaration of Trust Ownership |
|
|
n/a
|
n/a
|
|
FB7051
|
07_115 - Certificate of Trust |
|
|
n/a
|
n/a
|
|
FB7052
|
07_143 - Revocable Trust - Unmarried Settlor |
|
|
n/a
|
n/a
|
|
FB7053
|
07_146 - Revocable Trust - Married Person Who Is Sole Settlor |
|
|
n/a
|
n/a
|
|
FB7054
|
07_147 - Pour-over Will - Revocable Trust with One Settlor |
|
|
n/a
|
n/a
|
|
FB7055
|
07_150 - Marital Property Revocable Trust - Large Estates |
|
|
n/a
|
n/a
|
|
FB7056
|
07_153 - Appointment of Beneficiary-Trustee (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7057
|
07_154 - Limiting Powers to Ascertainable Standard (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7058
|
07_155 - Limiting Powers of Revocation, Termination, and Amendment (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7059
|
07_156 - Limiting Trustee's Administrative Powers (Alternative Provision) |
|
|
n/a
|
n/a
|
|
FB7060
|
07_159 - Marital Property Revocable Trust - Small Estates |
|
|
n/a
|
n/a
|
|
FB7061
|
07_160 - Pour-over Will - Marital Property Revocable Trusts |
|
|
n/a
|
n/a
|
|
FB7062
|
08_062 - IRS Form 709 and Instructions |
|
|
n/a
|
n/a
|
|
FB7063
|
08_124 - Simple Irrevocable Life Insurance Trust Agreement |
|
|
n/a
|
n/a
|
|
FB7064
|
08_245 - I.R.C. § 2503(c) Trust |
|
|
n/a
|
n/a
|
|
FB7065
|
08_249 - Sample Notice of Crummey Power |
|
|
n/a
|
n/a
|
|
FB7066
|
09_117 - Opt-Out Marital Property Agreement |
|
|
n/a
|
n/a
|
|
FB7067
|
09_118 - Opt-In Marital Property Agreement |
|
|
n/a
|
n/a
|
|
FB7068
|
09_119 - Limited Marital Property Agreement |
|
|
n/a
|
n/a
|
|
FB7069
|
09_123 - Unilateral Statement |
|
|
n/a
|
n/a
|
|
FB7070
|
09_126 - Affidavit of Assets, Income, Liabilities, and Expenses |
|
|
n/a
|
n/a
|
|
FB7071
|
09_129 - Affidavit of Facts Regarding Marital Property Agreement |
|
|
n/a
|
n/a
|
|
FB7072
|
09_132 - Waiver of Independent Legal Representation |
|
|
n/a
|
n/a
|
|
FB7073
|
09_135 - Cohabitation Agreement |
|
|
n/a
|
n/a
|
|
FB7074
|
10_046 - Lease of Assets of Closely Held Business - Sample Cost-of-Living Adjustment Clause |
|
|
n/a
|
n/a
|
|
FB7075
|
10_047 - Lease of Assets of Closely Held Business - Sample Option-to-Purchase Clause |
|
|
n/a
|
n/a
|
|
FB7076
|
10_083 - Purchase Price of Closely Held Business - Net Book Value with Adjustments (Sample Clause) |
|
|
n/a
|
n/a
|
|
FB7077
|
10_087 - Purchase Price of Closely Held Business - Net Book Value-Multiple of Earnings (Sample Clause) |
|
|
n/a
|
n/a
|
|
FB7078
|
10_092 - Purchase Price of Closely Held Business - Solomon's Choice (Sample Clause) |
|
|
n/a
|
n/a
|
|
FB7079
|
10_095 - Purchase Price of Closely Held Business - Option to Liquidate (Sample Clause) |
|
|
n/a
|
n/a
|
|
FB7080
|
10_142 - Stock Redemption Agreement |
|
|
n/a
|
n/a
|
|
FB7081
|
10_143 - Cross Purchase Agreement |
|
|
n/a
|
n/a
|
|
FB7082
|
10_170 - Sample I.R.C. § 2204 Application |
|
|
n/a
|
n/a
|
|
FB7083
|
10_183 - I.R.C. § 303 Redemption Agreement |
|
|
n/a
|
n/a
|
|
FB7084
|
11_098 - General Durable Power of Attorney |
|
|
n/a
|
n/a
|
|
FB7297
|
11_101 - Agent's Powers Under Durable Power of Attorney: Power to Revoke (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7086
|
11_102 - Agent's Powers Under Durable Power of Attorney - Power to Make Gifts (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7298
|
11_103 - Agent's Powers Under Durable Power of Attorney: Record of Receipts, Disbursements, and Transactions (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7299
|
11_104 - Agent's Powers Under Durable Power of Attorney: Disclosure to Governmental Agencies (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7300
|
11_105 - Agent's Powers Under Durable Power of Attorney: Power of Substitution (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7301
|
11_106 - Agent's Powers Under Durable Power of Attorney: Exculpation (Optional Provision) |
|
|
n/a
|
n/a
|
|
FB7089
|
11_107 - Limited Durable Power of Attorney for Purposes of Funding a Trust |
|
|
n/a
|
n/a
|
|
FB7090
|
11_201 - Nonstatutory Form POAHC (Integrated with Living Will) |
|
|
n/a
|
n/a
|
|
FB7091
|
11_202 - Nonstatutory Form POAHC - Notice to Clients Considering Form |
|
|
n/a
|
n/a
|
|
FB7092
|
11_203 - Nonstatutory Form POAHC - Notice to Clients Executing Form |
|
|
n/a
|
n/a
|
|
FB7093
|
11_205 - Nonstatutory Form Living Will |
|
|
n/a
|
n/a
|
|
FB7094
|
11_280 - Disclaimer of Entire Interest in Testamentary Trust |
|
|
n/a
|
n/a
|
|
FB7095
|
11_281 - Disclaimer of Insurance Proceeds |
|
|
n/a
|
n/a
|
|
FB7302
|
App 3A - Designation of TOD Beneficiary |
|
|
n/a
|
n/a
|
MS Word
WordPerfect
Adobe PDF
OmniForm
