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Overview
To simplify the drafting of will and trust documents across all 50 states, Northern Trust provides convenient access to a comprehensive range of forms created by our Trust and Estate specialists for attorneys.

This resource is affordably priced to fit the budgets of most private practices and multi-partner firms. It helps save time, increase accuracy and serve clients more efficiently. This edition is now available in multiple formats:

  • Form Templates
    Purchase a comprehensive collection of printed form templates in our Binder option - or print the templates on your own free of charge.

  • Online Customization
    Attorneys can also benefit from our secure, state-of-the-art assembly program to download and customize the most up-to-date will and trust documents with just a few clicks.

Note: All forms are designed to be used by attorneys only. If you are not an attorney, please consult with a professional.

Although the forms are the product of much thought and effort, no form is a substitute for informed legal judgment. The attorney must make an independent determination as to whether a particular form in this book is generally appropriate for a client and, further, how it must be modified for state law and to meet any special circumstances and objectives of the client.

Northern Trust does not guarantee that the forms below effectively accomplish their purpose, and it assumes no responsibility for the forms or their use. By using a form from below, the attorney acknowledges that the attorney (and not Northern Trust) is responsible for any document which the attorney prepares based on the form. The attorney must customize the generic form for the law of the particular state.

For general questions regarding the Northern Trust Will & Trust Forms products, please contact us at Will&TrustForms@ntrs.com.

Forms
You may purchase a comprehensive collection of printed form templates in our Binder option - or 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

The Will & Trust Formbook also has a Cover Page & Disclaimer, an Introduction before the Wills (100 series), and it has an Index after the Miscellaneous (400 series).

Will

(100 Series)

Revocable Trust Agreements for One Settlor

(200 Series)

Revocable Trust Agreements for Community Property

(300 Series)

Miscellaneous Forms

(400 series)

Form 101 Form 201 Form 301 Form 401
Form 102 Form 202 Form 302 Form 402
Form 103 Form 203 Form 303 Form 403
Form 104 Form 204 Form 304 Form 404
Form 105 Form 205 Form 305 Form 405
Form 106 Form 206 Form 306 Form 406
Form 107 Form 207 Form 307 Form 407
Form 108 Form 208 Form 308 Form 408
Form 109 Form 209 Form 309 Form 409
Form 110 Form 210 Form 310 Form 410
Form 111 Form 211 Form 311 Form 411
Form 112 Form 212    
Form 113      

 

Purchasing Binders

While you are free to print any of the above forms for reference, we have preprinted templates stored in complete binders available for your convenience at a cost of $250.  Learn More

For general questions regarding the Northern Trust Will & Trust Forms products, please contact us at Will&TrustForms@ntrs.com.

Online Customization
Northern Trust also offers a secure, state-of-the-art technology solution designed to help estate planning attorneys in all 50 states to quickly personalize and easily assemble will and trust form documents. Download up-to-date forms in their entirety, or customize them with just a few clicks.  Learn More

Contact Us

For general questions regarding the Northern Trust Will & Trust Forms products, please contact us at  Will&TrustForms@ntrs.com.


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