PDF Forms

 
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You may print any of the templates on your own free of charge.

Free Access to Forms

The Will & Trust forms are divided into four main series

  • 100 Series: Wills
  • 200 Series: Revocable Trust Agreements for One Settlor (for use in common law property states)
  • 300 Series: Revocable Trust Agreements for Community Property (for use in community property states)
  • 400 Series: Miscellaneous Forms

To review disclaimers or see how the forms are organized, please access the Will & Trust Forms Introduction. It is important to note the current forms to not utilize the newly updated language regarding the bypass formula (see page v of the Introduction). The forms will be updated to incorporate this new formula in the near future.

Will
Revocable Trust Agreements for One Settlor
Revocable Trust Agreements for Community Property
Miscellaneous Forms

(100 Series)

(200 Series)

(300 Series)

(400 series)

 
 
 
 
 

Please note: All forms are designed to be used by attorneys only. If you are not a attorney, please consult one with estate planning expertise.

For general questions regarding the Northern Trust Will & Trust Forms products, please contact us at Will&TrustForms@ntrs.com or call
866-472-9332.

Access Word Forms 
Easily download and customize the Microsoft Word Forms for your convenience.

 

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