Depending upon type of package, supporting and funding documents, and correspondence may include the following:

• Inspection letter to client
• Document cover sheets
• Certificate of Trust – long and short versions – (for use in providing copies to third party institutions)
• Authorization to Release Information
• Trust Summary
• Bill of Sale to transfer personal property to the trust
• Comprehensive Transfer Document
• Covers and Envelopes for all documents (automatically customized for your firm and your client by the software)
• Pourover will (state-specific)
• Durable Financial Power of Attorney, (state-specific), immediate or springing, with or without gifting powers
• Health Care Documents (state-specific)
• Community/Marital Property Agreements (in appropriate states)
• HIPAA Form
• Follow-up correspondence to client with questionnaire
• Documents to fund the trust, (just click and it will be created, custom to the plan you're working on):
  • Business Assets Assignment
  • Closely Held Stock Assignment
  • LLC Assignment
  • Farm Assets Assignment
  • Promissory Note (to document those intrafamily or other loans when that is desired!)
  • Note and Mortgage Assignment
  • Contract for Deed/Land Contract Assignment
  • Promissory Note
  • Deeds (various types) - state-specific
• Correspondence to Corporate Trustee
• Letter to client re: conflict of interest
• Billfold Card for client use in titling assets
• Letters to third parties with instructions on retitling of accounts, with content of correspondence specific and complete for each type of asset AND a database to gather third party addresses and contact information to just "click" and address letters.

For Irrevocable Life Insurance Trusts:

• Correspondence to settlors documenting disclosure of irrevocability, requirements, and tax impact
• Correspondence to trustees describing duties
• Crummey letters
• Correspondence to life insurance companies for policy values, to request change of ownership and beneficiary forms, and to submit these forms
• Correspondence regarding gift tax filings
• Form SS-4, Application for Employer Identification Number

Additionally, Trust Plus includes all Forum Member Benefits.