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). All provisions and options have been updated for the 2011 Federal Tax Laws.

• 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)