California Wills & Trusts

This product was last released December 2007. Click here to learn more (PDF).

Benefits | Included Documents | Features | Related Products| Pricing

WHAT SETS CALIFORNIA WILLS & TRUSTS APART?

California Wills & Trusts helps you create high-quality estate planning documents tailored to your clients’ individual needs. It is authored by California attorneys who are nationally recognized estate planning experts. The program's patented Intelligent Legal Technology® uses a question and answer session to guide you through the drafting process. Up-to-date research and analysis tailored to each question appears on screen when you need it. You can see your document change as you select among a question’s choices. The program generates legally sound, internally consistent documents and sends them to your word processor. This is the system that the California Wills & Trusts authors use to draft their estate planning documents.

PRODUCT BENEFITS OVERVIEW

• Better allocate your time. Spend less time on your documents and more time on your clients – why waste your time cutting and pasting and then editing for consistency?

• Spot issues. Lawgic® asks the right questions. You still make the decisions – with the help of our experts.

• Keep your documents up-to-date. Rely on Lawgic's regular updates to ensure that your documents incorporate the latest legal developments.

DOCUMENTS INCLUDED

Wills & Trusts

• Revocable Inter Vivos Trust, including provisions for the following trusts: marital, QTIP, credit shelter, marital disclaimer, children’s, GST exempt, grandchildren's, descendant’s, QDOT, and special needs trusts (medicaid or protective).
• Pour-Over Will
• Stand-alone Will
• Irrevocable Life Insurance Trust (ILIT)
• Qualified Personal Residence Trust (QPRT)
• Grantor Retained Annuity Trust (GRAT)
• Annual Exclusion Trust for Children or Grandchildren
• Charitable Remainder Trust (IRS form)
• Amended and Restated Revocable Inter Vivos Trust
• Amendment to Revocable Inter Vivos Trust
• Codicil to Will
• Instructions for Executing Your Trust & Pour-Over Wills
• Instructions for Executing Your Will

DPAs and Related Documents

• Advance Health Care Directive (statutory or proprietary form)
• Durable Power of Attorney for Assets (statutory or proprietary form)
• Nomination of Conservator
• Notice of Revocation of DPA or Directive

Ancillary Documents

• Trust Transfer Deed
• Assignment
• Community Property Declaration
• Delegation of Authority as to Bank Accounts
• Nomination of Guardians for Minor Children
• Notification by Trustees
• Special Power of Attorney for Trust
• Trustee’s Certification of Trust
• Trustee’s Certification of Abstract of Trust
• Trustee Guidelines
• Trustee Resignation
• Notice of Crummey Withdrawal Rights

Letters

• Trust Funding Letter
• Sending Documents Letter
• Engagement Letter
• Nonengagement Letter
• Disengagement Letter
• " Thank You for Referral" Letter
• Certification of Trust Agreement by Attorney
• Letter to Lender
• Letter to Mutual Fund
• Custom Client Letter

And More …

• Template Assistant
• Synopsis of Trust or Will
• Worksheet of Questions
• Client Questionnaires
• Questionnaire for Death Certificate Info

PRODUCT FEATURES

• Easily create mirror documents for a spouse.
• Enter shared information only once.
• Automatically generate a client synopsis of the will or trust.
• Reduce research efforts with a searchable library of resources.
• Template Assistant feature easily creates and saves templates for use with multiple clients.
• Automatically exports to Microsoft® Word 97 (or higher) or Corel®  WordPerfect® 8 (or higher) using autonumbering and Table of Contents updating.

Lawgic also offers two California Family Law products,
California Marital Settlements and California Pre/Post Marital Agreements

GET THE MOST FROM YOUR LAWGIC SOFTWARE

Lawgic offers Training Programs for every type of customer. We believe that selling the product isn't enough. We want our customers to like our software, rely on it, and use it as effectively as possible.