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. It is included as part of the Wealth Transfer Planning and Elder Law Planning Practice Systems, or available as an add-on to Essential Estate 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.
Life and Death Planning for Retirement Benefits is now available in digital version!
Please visit RetirementBenefitsPlanning.us to subscribe or learn more.
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
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
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Michael L. Graham
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Melvin A. Warshaw
“Interactive Legal has been the game changer for my practice. The quality of the work product produced is incredible, the constant educational webinars, and the forum feedback has grown my practice from a simple estate planning practice to serving clients with complex and sophisticated issues. It might sound cheesy, but I feel part of a family and every time I call in for something, I feel like the IL representative has a genuine interest in helping me. Linda is awesome, IT support is incredible, and you need to take out a 10M keyman policy on Teresa--she is incredibly knowledgeable, always very professional and friendly, and extremely patient. ”
Matthew "Match” Dawson Esq., AEP, CTEP, FGAFM
Attorney, Dawson Law, LLP
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Peter Brautigam, Manley & Brautigam, PC
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Kristin Dzialo, Esq
Eckert Byrne, Cambridge, MA
“I have been an ILS subscriber for well over a decade and I love the ILS service. The benefits I’ve experienced include the following: (1) the ILS service has made me a better lawyer because I’ve learned so much from the software, the discussion board, and the included webinars and other resources; (2) drafting using the software is very efficient, much more so than using model documents; and (3) I have a greater sense of security and risk management knowing the documents are constantly updated and by the responsiveness of the discussion board and other resources that ILS makes available to users. All in all, I cannot imagine practicing without it.”
Lewis J. Saret
Law Office of Lewis J. Saret, Washington, D.C.
“I have been an ILS subscriber for over 11 years and find the service invaluable to my estate planning practice. You not only have access to a variety of forms that are customizable and updated on a regular basis, but you also have access to their library of work and the listserv. Where else can you have access to replies from Jonathan Blattmachr, Howard Zaritsky and Natalie Choate among others. I have and will continue to recommend ILS to fellow attorneys. Well worth the price of admission.”
Steven C. Robinson, Esq.
Robinson Wolenty & Young, LLP - Indianapolis, IN
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Allyson B. Russo
Russo Law Offices – Hinsdale, IL
"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
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R. Hal Moorman
Moorman, Tate, Haley, Upchurch & Yates, L.L.P.
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John J. Scroggin
Scroggin & Company, Counselors At Law
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Dale Ann Kaiser
Kaiser Law Group
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