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Retirement Benefits Planning


The Retirement Benefits Planning program provides drafting solutions for the substantive and administrative aspects of planning for a client's Retirement Benefits.

Retirement Benefits Planning

Based on the sample materials provided in Life and Death Planning for Retirement Benefits, Natalie Choate's essential guide to understanding this complex subject, Retirement Benefits Planning offers forms and language for estate forms and language for estate planners dealing with retirement benefits.

Natalie B. ChoateLife Death Planning for Retirement Benefits

Natalie B. Choate
Attorney
Nutter McClennen & Fish LLP

Life and Death Planning for Retirement Benefits is now available in digital version!
Please visit RetirementBenefitsPlanning.com to subscribe or learn more.

Document Summary:

Beneficiary Designation Forms

Automated forms, allowing you to easily and efficiently draft custom beneficiary designations. Forms include:

  • Simple Beneficiary Designation: Naming spouse (if surviving) or descendants (if spouse does not survive) as beneficiary

  • Master Beneficiary Designation: Including several options for creating more complex beneficiary designations

Letters to Administrators

Automated letters to the administrator or custodian of a qualified plan or IRA, providing direction regarding post-death administration matters. Forms include:

  • Letter Transferring Plan Account to Beneficiary

  • Letter to Administrator, notifying an administrator or custodian of its duty to provide information to the Personal Representative, or to the IRS

Sample Clauses

Language to be included in a client’s Will, revocable trust, or other documents, relating to retirement benefits, including sample “see-through trust” provisions.

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What Our Subscribers Are Saying

Amos Goodall

"An attorney practicing elder law without the benefit of sophisticated software is foolhardy. On the other hand, an attorney who blindly plugs a client’s information into canned forms does his clients a disservice. InterActive Legal, with its unparalleled support and comprehensive draft documents that are fully and easily customized to fit clients’ personal situations, allows me to practice law efficiently and effectively. My clients deserve no less."

H. Amos Goodall, Jr., Esquire, LL.M., CELA
Goodall & Yurchak, P.C. - State College, PA

R. Hal Moorman

"I have been using InterActive Legal for a number of years. Like any technology, there is a learning curve, but they have an excellent staff to help you when you can’t figure something out. The forms can be as sophisticated or as simple as you desire. Because it is a system, it prompts you to make decisions as you do your drafting. If you don’t understand the question, the system has a tutorial to help you understand why it is asking you a question. The system is upgraded on a continual basis. I highly recommend it."

R. Hal Moorman
Moorman, Tate, Haley, Upchurch & Yates, L.L.P.

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John J. Scroggin
Scroggin & Company, Counselors At Law

Dale Ann Kaiser

"I researched all the estate planning drafting systems on the market before purchasing ILS Wealth Transfer Planning. It is by far the best drafting system in terms of both the estate planning documents themselves and the resources and expertise available to users. ILS allows me to do sophisticated documents and, as a side benefit, I also use ILS for research and education."

Dale Ann Kaiser
Kaiser Law Group

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InterActive Legal

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Melbourne, FL 32901