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

Essential Estate Planning™
  • 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

Revocable Trusts

  • Separate & Community Property
  • State specific options and language
  • Different options for fiduciary powers
  • Options for unmarried partners available (as well as single and married individuals, including same-sex married couples)
  • Executive Summary
  • Funding Instructions
  • Separate Certificate of Trust
  • Practitioner Action Steps Checklist

Irrevocable Trusts

  • State specific options and language
  • Practitioner Action Steps Checklist
  • Fiduciary powers options
  • Separate Certificate of Trust
  • Executive Summary
  • Crummey Notices

Power of Attorney

  • State specific forms

Agreements

Wills

  • Separate & Community Property
  • State specific options and language
  • Fiduciary powers options.
  • Options for unmarried partners available (as well as single and married individuals, including same-sex married couples)
  • Executive Summary

Practitioner Planning Aids

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