Retirement Benefits Planning

The Retirement Benefits Planning program provides drafting solutions for the substantive and administrative aspects of planning for a client’s Retirement Benefits.

Based on the sample materials provided in Life and Death Planning for Retirement Benefits, Natalie Choate’s essential guide to understanding this complex subject, Retirement Benefits Planning offers forms and language for estate forms and language for estate planners dealing with retirement benefits.

Natalie B. Choate
Attorney, Nutter McClennen & Fish, LLP

Document Summary

Beneficiary Designation Forms

  • Automated forms, allowing you to easily and efficiently draft custom beneficiary designations.

Forms include:

  • Simple Beneficiary Designation: Naming spouse (if surviving) or descendants (if spouse does not survive) as beneficiary
  • Master Beneficiary Designation: Including several options for creating more complex beneficiary designations

Letters to Administrators

Automated letters to the administrator or custodian of a qualified plan or IRA, providing direction regarding post-death administration matters.

Forms include:

  • Letter Transferring Plan Account to Beneficiary Letter to Administrator, notifying an administrator or custodian of its duty to provide information to the Personal Representative, or to the IRS

Sample Clauses

Language to be included in a client’s Will, revocable trust, or other documents, relating to retirement benefits, including sample “see-through trust” provisions.

Life and Death Planning for Retirement Benefits is now available in both hard copy and the online, searchable, digital version.

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