Essential Estate Planning

Specially designed to prepare documents for clients of modest wealth, our Essential Estate Planning is our most cost-effective estate planning and drafting system.

It provides the essentials needed to elevate your practice, and keeps you up-to-date on changes in the law.

Designed to prepare documents for clients of modest wealth, the system helps you manage a large amount of transactional estate planning work using a “smart” collection of Wills, Trusts, ancillary documents, and forms, each one featuring a variety of options to meet most clients’ planning needs and requiring far less time-consuming custom drafting.

Legacy Planning Strategies

• Efficient structuring of Marital, Family, and Descendants Trusts; balancing tax efficiency, family access, and creditor protection
• Tax planning in “decoupled” states (those with independent state death taxes)
• Asset protection strategies using Wills and Revocable Trusts
• Customized estate planning for non-traditional relationships and families
• Redirecting property through powers of appointment
• Maximizing downstream wealth transfer using grantor trusts
• Satisfying clients by creating individual cash legacies in trust

Document Summary