New York Wills & Trusts

This product was last updated September 2005. Click here to learn more (PDF).

Benefits | Included Documents | Features | Related Products | Pricing

Authored by Carlyn McCaffrey , co-head of the Trusts and Estates Department of Weil Gotshal & Manges with John Arthur Jones , Edward F. Koren , Richard L. Stockton , Partners at Holland & Knight LLP

WHAT SETS NEW YORK WILLS & TRUSTS APART?

New York Wills & Trusts helps you create high-quality estate planning documents tailored to your clients' individual needs. It is authored by nationally recognized estate planning experts, including a New York expert to assure it's right for New York attorneys. The program's patented Intelligent Legal Technology® uses a question and answer format to guide you through the drafting process, with up-to-date research and analysis tailored to each question on screen when you need it. Annual subscriptions include product updates, a case analysis newsletter, unlimited technical support, and 1 hour free telephone training per firm.

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.

• 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

• Stand-alone Will
• Simple Will
• Ultra-simple Will
• Disclaimer Will
• Pour-Over Will
• Codicil to Will

Trusts

• Revocable Inter Vivos Trust, including provisions for the following trusts: marital, QTIP, credit shelter, children's, grandchildren's, GST exempt, descendant's, QDOT, standby trust, Qualified Subchapter S Trusts (QSSTs), and special needs trusts (medicaid or protective).
• Amended and Restated Revocable Inter Vivos Trust
• Amendment to Revocable Inter Vivos Trust
• Irrevocable Life Insurance Trust (ILIT)
• 2642(c) Trust for Grandchild
• Grantor Retained Annuity Trust (GRAT)
• Qualified Personal Residence Trust (QPRT)
• Intentionally Defective Grantor Trust (IDIT)
• Charitable Remainder Trust (IRS form)

DPAs and Related Documents

• Durable Power of Attorney
• DPA Escrow Instructions from Client to Attorney
• Revocation of DPA
• Medical Power of Attorney for Minor Child

Ancillary Documents

• Assignment (Tangible Personal Property, Stock, Other)
• Certificate of Trust
• Delegation of Powers
• Trustee Resignation
• Notice of Crummey Withdrawal Rights

Client Letters

• Sending Documents Letter
• Funding the Trust Letter
• Intangible Tax Trust Letter
• Checklist for Will Execution
• Checklist for Trust Execution
• Engagement Letter
• Nonengagement Letter
• Disengagement Letter
• Estate Planning Questionnaire Cover Letter
• Custom Client Letter

And More …

• Template Assistant
• Synopsis of Trust or Will
• Worksheet of Questions
• Client Questionnaire

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.

Read A Letter from the Authors

Lawgic also offers other estate planning products,
Georgia Wills & Trusts, California Wills & Trusts, Maryland Wills & Trusts and Florida Wills & Trusts

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