Estate Planning Assembly Software
Irrevocable Trusts
Trusts included in the Template Set:
  • Life Insurance Trusts ("ILIT's), including a "SLAT";
  • An Intentionally Defective Grantor Trust ("IDGT");
  • Special Needs Trusts (1st person and 3rd party);
  • Educational, "Spendthrift" and Gift Trusts (including multiple beneficiary "Dynasty Trusts");
  • Memorial/Endowment Trusts;
  • Qualified Personal Residence Trusts ("QPRT");
  • Grantor Retained Annuity Trust ("GRAT");
  • Charitable Remainder Trusts ("CRT's"; both annuity and unitrust, including: net income with make-up; "flips"; and, successor income beneficiary provisions);
  • Charitable Remainder Lead Trust ("CLT");
  • A Medicaid and/or VA Intentionally Defective Trust (for prospective planning);
  • Personal Residence Medicaid and/or VA Trust (an intentionally defective grantor trust to avoid the "recovery lien" on the personal residence); and,
  • A Qualified Income Trust (an "income gap" trust also known as a "Miller Trust").

Key Benefits:

  • Keyed to Trust and Wills answer files so common information does not need to be re-entered (although the Trust and Wills template set is not a requirement for use).
  • Program allows different attorneys/support staff to prepare documents for same client using common answer file.
  • One year free updates and revisions to templates (subsequent update subscription only $150/year).
  • Full, thirty day money back guarantee.
The Irrevocable Trusts template set is only $700.00
($550.00 if purchased with the Trusts & Wills template set)
No sales tax and no shipping costs