Sample Documents

Since 1928 Northwestern Mutual has made available to the practicing attorney samples of documents commonly used in estate, business and charitable planning situations. These documents build on that decades-long tradition.

Buy-Sell

LLC Entity or Cross purchase
Corporation Entity purchase
Corporation Cross purchase
Partnership Entity purchase
Partnership Cross purchase
Professional Partnership Entity purchase
Unilateral Buy Sell
Escrowed Buy Sell

Employee Benefits

Bonus Plan
Disability Plan
Death Benefit Only Plan
Deferred Compensation: Defined Contribution

Elective Deferred Compensation Plan
SERP Informally Funded with Investment Account
SERP Informally Funded with Life Insurance

Deferred Compensation: Defined Benefit
Eligible 457(b) plan
Ineligible 457 Plan
Letter to DOL
Rabbi Trust
Long-Term Care plan

Irrevocable Trusts

For single life policy
For second to die policy
Crummey notice

Split Dollar

Endorsement - Employer endorse to employee
Reverse - Employee endorse to employer
Cross – Insured/Owner endorse to another party
Private Loan Agreement
Employer loan

This publication is not intended as legal or tax advice. This information was compiled by The Northwestern Mutual Life Insurance Company. It is intended solely for the information and education and/or promotional purposes of Northwestern Mutual financial representatives and advisors with whom they work. It must not be used as a basis for legal or tax advice, and is not intended to be used and cannot be used to avoid any penalties that may be imposed on a taxpayer. Financial representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor. Tax and other planning developments after the original date of publication may affect these discussions.