Estate Hold Harmless Form Template for United States

1. Specific Exclusions: Lists any specific claims or liabilities that are explicitly excluded from the release - used when certain matters need to be preserved

2. Dispute Resolution: Outlines procedures for resolving disputes, including mediation or arbitration - used when parties want to avoid litigation

3. Insurance: Addresses insurance coverage and requirements - used when ongoing insurance obligations exist

4. Survival: Specifies which provisions survive termination of the agreement - used in complex estate matters

5. Third-Party Rights: Addresses rights of third parties affected by the agreement - used when other beneficiaries or parties may be impacted

6. Confidentiality: Includes confidentiality obligations - used when sensitive estate information needs protection

1. Schedule A - Estate Assets: Detailed listing of estate assets covered by the hold harmless agreement

2. Schedule B - Known Claims: List of any known claims or potential liabilities being addressed

3. Schedule C - Distribution Schedule: Details of how estate assets have been or will be distributed

4. Appendix 1 - Related Documents: Copies of relevant estate documents (e.g., will, trust documents, court orders)

5. Appendix 2 - Proof of Authority: Documentation proving authority to act on behalf of the estate (e.g., letters testamentary)