This product was last updated May 2011. Click here to learn more (PDF).

Benefits | Included Documents | Features | Pricing

Authored by Carlyn McCaffrey , Partner & Co-Head of Private Client Practice of McDermott Will & Emery and John McCaffrey 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)
• GRAT Codicil

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
• 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 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.