KIRK & SIMAS has developed an extensive library for its clients and friends of easy to read materials regarding various estate planning and administration topics. Search the table below and click on the link to view the topic in which you are interested. All files are in Adobe Acrobat (PDF) format and can be saved or printed using your browser.

 

After reading, click the "back" button on your browser or close the window to return to this page.

 

To return to the Estate Planning Department Home Page, click here.

 

TITLE		TOPIC
Chart - Married Couple - Simple Wills Only		A chart showing the flow of assets through a typical estate plan     for a married couple using only simple wills.
Chart - Married Couple - Simple Trust Plan		A chart showing the flow of assets through a typical estate plan     for a married couple using a simple trust.
Chart - Married Couple - Disclaimer Trust  Plan		A chart showing the flow of assets through a typical 2 trust plan     designed to reduce the federal estate tax while providng     flexibility if the federal estate tax law changes..
Chart - Single Person - Simple Will Only		A chart showing the flow of assets through a typical estate plan     for a single person using only a simple will.
Chart - Single Person - Simple Trust Only		A chart showing the flow of assets through a typical estate plan     for a single person using only a simple trust.
Estate Planning Questionnaire		A questionnaire used by clients to gather the information     necessary to analyze and complete an estate plan.
Estate Planning Vocabulary		Definitions of commonly used estate planning terms.
Estimated Fee Schedule		A summary of KIRK & SIMAS' current estimated fee schedules     for estate planning services. The schedule is an estimate only     and actual professional service fees may vary based upon      the circumstances.
Information Needed for Estate Planning		A list of information to bring to your first estate planning appointment.
Powers of Attorney		A description of the advantages and disadvantages of powers of     attorney used for both asset management and healthcare     decision purposes.
Revocable Trusts		A short description of the advantages and disadvantages of using     a revocable trust in estate plans.
Statutory Probate Fees		A schedule of the executor and attorney's fees established by law     for services in court supervised probate proceedings.
Tools for Estate Planning		Short descriptions of the primary tools used to structure an estate     plan (various types of  trusts, wills, etc.).
Trust Amendments & Restatements		A short descriptions of when and how changes can be made to a trust.
Trusts		A short description of the various types of trusts.
What Happens to Your Estate?     (if You Die Without a Will)		A chart showing how California law will distribute the estate of a     person who dies without a will.

 

For additional information on any topic, e-mail our Estate Planning and Administration Department by clicking here.