Trust and Will templates for Single, Married and “Non-Traditional” Clients:

All documents are state specific based on the state of residence of the client; the one program has different templates which cover 49 states plus the District of Columbia (sorry Louisiana).

  • Living Trusts (including Restated Amendments)

    Version for Single Clients includes:

    – Spousal distribution provisions (including 2011 compliant trust options) if client is married- Option for a Co-Trustee with client

    Versions for Married Clients include:

    – Joint Trust or Reciprocal Trusts- Simple, probate avoidance Trust- Disclaimer Trust- Modified “A/B” Trust- “Intentionally defective” Marital Deduction Trust (new)- “QTIP” Trust (either pecuniary or fractional share)- “QTIP” Trust with “Clayton Election”- All trusts have option for only one spouse to be the Trustee- QDOT provisions for a non-citizen spouse- State QTIP option for states with a separate estate tax

    Versions for Non-Traditional Couples include:

    – Joint Trust or Reciprocal Trusts- “A/B” Trust (no marital deduction language)- Simple, probate avoidance Trust- All trusts have option for only one party to be the Trustee

    Specific Distribution Provisions include:

    – Gifts of Specific Sums (individual or class gift)- Gifts of a Percentage (individual or class gift)- Gifts of Specific Assets- Gifts of Real Property- Option to Purchase Real Property- Life Interest in Real Property- Life Interest in Cash or Percentage- Gift of Business Interest- Forgiveness of Debt- “Special Needs” Trust- “Pet Trust”- Charitable Foundation

    Residual Distribution Provisions include:

    – “Per Stirpes” with Trusts for Grandchildren- Unequal Allocations between Beneficiaries- Delay Trust for Children (by age or years)- “Family Pot” Trusts- Generation-Skipping Trusts (simple, GST and “Dynasty”)

    Specific Trustee Powers include:

    – “Qualified Sub-S Trusts”- “Qualified NFA Trust”
  • Pour-Over Wills
  • Certificate of Trust
  • Declaration of Trust
  • Assignment of Personal Effects
  • Marital Property Agreement (for married clients)*
  • General Powers of Attorney (including “springing powers”)
  • Limited Powers of Attorney
  • Health Care Directives and/or “Living Will” (HIPAA compliant)
  • Burial Instructions
  • Amendments
  • Stand-alone Wills (simple and with testamentary trusts)
  • Codicils
  • Complete Summary of each paragraph in the living trust and of each document in the trust package
  • Summary sheet of Fiduciaries
  • Client Information Sheet
  • Client Correspondence (all incorporating your letterhead)
    – Representation Letter (fee confirmation)- Transmittal Letters (draft or originals)- Sign and Return Letter- “FYI” Letter- Trust or Will Instruction Letter (“closing letter”)- Trust Funding Instructions- “CYA” letters for funding and holding original documents- Conflict Waiver for married clients
  • Miscellaneous Trust Documents
    – IRA Benficiary Trusts with corresponding Beneficiary Designation form- Revocation of Trust- Appointment of a Co-Trustee- Resignation of Trustee- Removal of a Trustee [both uncontested and by Court petition]- Exercise of Limited Power of Appointment- Revocation of Power of Attorney
  • Transfer documents
    – Deeds for real property (including fee simple, partial interests, joint interests and mineral rights)- Letters of Instruction for re-titling to banks, transfer agents, brokerage firms, mutual funds, etc.- Assignments of Deeds of Trust, limited and general partnership interests, LLC’s, business interests, etc.- Requests for change of beneficiary designations for life insurance, annuities, retirement benefits, etc.- Affidavits of death- Opinion letters- Other necessary documents
  • Checklists and Worksheets (keyed to the program)

* Community Property states only

Key Benefits:

  • Does not require extensive estate planning background (particularly for a single client).
  • Completely state specific; single program allows the production of state specific documents for all states (except Louisiana) and Washington, DC, based on the state of residence of the client.
  • Program allows different attorneys/support staff to prepare documents for same client using common answer file.
  • Option to use “Settlor” or “Trustor”.
  • Option to use “familiar” or “traditional” language (i.e., “I” or “My” vs. “Settlor” or “Settlor’s”).
  • Option to use an “unitrust” distribution or the traditional “net income” for interests held in trust.
  • Includes all necessary transfer documents.
  • All templates are “keyed” to same variable language; input data only one time.
  • Fully formatted documents automatically sent to Microsoft Word for final review, editing and printing.
  • Fully context sensitive dialogs; answer only the questions needed (based on your responses to the previous questions).
  • Default answers are set to your specifics (e.g., state, county, etc.).
  • Templates can be edited to utilize your preferred language (requires upgraded HotDocs).
  • The price is a one-time charge; unlike our major competitors, we do not re-charge you each year for the software (to see a current Pricing Analysis of the major “complete” estate planning software, please click on the following link: Pricing Analysis).
  • One year free updates and revisions to templates (subsequent update subscription only $250/year).

The Trusts & Wills template set is only $995.00.

(no sales tax and no shipping costs)

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