Benefits | Included Documents | Features | Pricing

This product was updated November 2011! Click here to learn more (PDF).

Authored by John Arthur Jones , Edward F. Koren , Richard L. Stockton, Partners at Holland & Knight LLP, Carlyn McCaffrey , Partner & Co-Head of Private Client Practice of McDermott Will & Emery, John McCaffrey, Asst. Professor at New York University and Bruce Stone of Goldman, Felcoski & Stone

Lawgic Wills & Trusts is intended for Common Law/ Non-Community Property States only.
Lawgic Wills & Trusts does not contain state specific law.

WHAT SETS LAWGIC WILLS & TRUSTS APART?

Lawgic Wills & Trusts helps you create high-quality estate planning documents tailored to your clients’ individual needs. Authored by 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, with up-to-date research and analysis tailored to each question appears on screen when you need it. You can also 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. Most importantly, the software works! This is the system that Holland & Knight uses to draft its 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.

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

DPAs and Related Documents

• Medical Power of Attorney for Minor Child
• Designation of Health Care Surrogate
• Durable Power of Attorney
• Living Will
• Declaration Naming Preneed Guardian
• Anatomical Gift by Living Donor
• DPA Escrow Instructions from Client to Attorney
• Revocation of DPA

Ancillary Documents

• Affidavit by Physician re Incapacity of Principal
• Affidavit re continuing validity of DPOA
• Assignment (Tangible Personal Property, Stock, Other)
• Certificate of Trust
• Delegation of Powers by Trustees
• Trustee Resignation
• Trust Transfer Deed
• Notice of Crummey Withdrawal Rights
• Sample Separate Writing for Disposition of TPP

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
• Worksheet for Health Care documents
• 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 2000 (or higher) or Corel® WordPerfect® 13 (or higher) using autonumbering and Table of Contents updating.

Read A Letter from the Authors

GET THE MOST FROM YOUR LAWGIC SOFTWARE

Lawgic offers Training Programs for beginners to power users! 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. That's why we offer software Training Programs for every type of user.