Elder Law Planning

Elder Law Planning is a comprehensive planning and drafting system for elder law attorneys.

This robust system aids in the planning phase and during preparation of documents outlining and executing the modern Medicaid strategies that provide the most benefit for your client.

Long-Term Wealth Preservation Strategies

Elder Law Planning™ from InterActive Legal is a comprehensive planning and drafting system for elder law and special needs planning attorneys. This robust system assists at every stage and includes all the estate planning and asset protection documents most planning attorneys will need as well as legal documents which help implement a client-centered plan.

Wills & Trusts
Trusts for Medicaid Asset Protection
Trusts for planning for Non-Service Connected Veterans Pension Benefits
Aid & Attendance
Surrogate Decision Making Documents
Third Party Special Needs Trusts
First Party Special Needs Trusts
Commonwealth Community Trust® Pooled Trust Documents
Strategy Specific Documents (Caretaker Child Affidavits, Promissory Notes and much more)
Checklists for common planning scenarios
Asset Protection Workflow Documents
Asset Protection Plan to provide to clients

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Document Summary

Practice Management Materials

Initial Consultation Letter
Engagement Letter
Disengagement Letter
Client Questionnaire
Letter confirming contact information
Letter with documents for review
Client receipt for new documents
Letter to agent under a power of attorney
Memorandum with Estate Planning Q&A
Invoice for legal services
Long-term care insurance waiver
Signing appointment checklist
Document index for binder
Client letter of last instructions
Client satisfaction survey
Nursing home evaluation checklist
Nursing home resource disclosure form

Estate Planning Memoranda

Transfers to Minors Planning Memo
Transfers in Trust vs. Outright Planning Memo
Using Wills vs. Revocable Trusts Planning Memo
Ownership of Life Insurance Planning memo

Estate Planning Marital Property Agreements

Separate Property Agreement
Partition Agreement
Spousal Agreement and Consent
Community Property Aggregate Theory Agreement (CA only)

Asset Protection Planning

Asset Protection Plan
Cover letter for Asset Protection Plan
5-year Advance Planning

Medicaid Qualification Workflow

Worksheets containing client data collected for Medicaid Qualification planning

Medicaid Qualification Workflow Related Materials

Client Data
Income/Asset
Eligibility
Transfer/Spend Down
Medicaid Application

Elder Law Agreements and Plan Implementation Documents

Agreements for use in certain Medicaid planning situations

Estate Planning Documents

Wills
Revocable Trusts
Joint Revocable Trusts
Irrevocable Trusts