DWTA is based on the GhostFill document assembly platform. It develops documents with a question-and-answer interview approach and allows you to tailor clauses and content to your own design style. DWTA generates detailed flow diagrams and simple English customer explanations. Wealth Transfer Planning (Jonathan G. Blattmachr and Michael L. Graham). It is a sophisticated automated writing system for estate planning documents. Coverage ranges from simple short-form documents to complex revocable and irrevocable trust contracts. The author`s comment explains the use and meaning of each clause, and each clause in the design library contains the language of the proposed document as well as the plain text to explain the clients. WealthDocs (Wealth Counsel), a software solution for automated assembly of estate planning documents, which includes a set of practical systems that automate drawing. This product was the subject of Tech Review, WealthDocx 7 (November 11, 2009).
This multi-volume set offers design scenarios and design solutions and checklists for each type of document that allows you to choose the right language so you don`t overlook important options. The concept of estate planning is used in this guide to signify the creation of a will or trust that distributes your property after your death. This manual explains some general resources in this library that will give you instructions on the subject. This manual also contains some forms that can be used to draw a will or a position of trust. Please note that on the first floor of the library, there are legal dictionaries if you find a legal term that you do not know. There are a number of testamentary systems and trust projects in this genre, including: Lawgic (Lawgic Publishing Company), a state-specific program, available for New York, Maryland, California (Wills, marriage-colony and pre-marriage/post-marriage agreements), Florida and Georgia (Wills, disability planning documents and a series of trusts). 1A – Estate Planning and Estate Planning Engagement Agreement 1C – Dual Representation 2 – Marital Disposition Checklist 3A – Statutory Short Form Attorney 3B – Limited Durable Attorney 3C – General Durable Attorney 3D – Revocation of Proxy 3E – Certification of Copy 4A – Health Care Directive – Long Form 4 B – Directive Health – Abbreviated Form 4C – Instructions for Health Workers – Brief 4D – Health Care Directive – Modified Form 4E – Proposed Health Directive Language for Clients 4F – Insert Wallet Health Care Directive Notification 5A – Attorney of Heeresbeauftragter for appointing caretakers of a minor or unable to work under Minn. It`s Stat.
524.5-211 5B – Standby or Temporary Manager Name 6 – Basic Will 7 – Will with Trusts 8 – Contingent/Disclaimer Family Trust Will 9 – Maritalized Family Trust Will 10 – Revocable Trust for a Single Person 1 1 – Head of Withdrawal Trust With Disclaimer 12 – Retractor 13A – Joint Revocable Trust with Disclaimer 13B – Joint Revocable Trust with Formula 14 – Pour-Over Will to a Trust 15A-1 Revocable – Special Gifts: Tangible Personal Property Clause 15A-2 – Special Gifts: Charitable Pecuniary Gift Makeup Clause 15B – Exercise of Power Appointment 15C – Real Estate: Options to Purchase/Rights of First Refusal Clauses 15D-1a – Residue: Compensation Clause – Lifetime Gifts 15D-1b – Delay: Compensation Clause – Recipient`s Debts to Decedent 15D-2 – Backlog: Non-profit Makeup Clause 15E-1 – Trusts (Drop-In) : Single Fund QTIP Marital Trust Incorporating Delaware Tax Trap 1 5E-2 – Trusts (Drop-In): Charitable Trust 15E-3 – Trusts (Drop-In): Education Trust 15E-4 – Trusts (Drop-In): House Trust Language for a Will or Revocable Trust 15E-5 – Trusts (Drop– In): Cabin Trust 1 5E-6 – Trusts (Drop-In): Article 15E-7 Avenger of Procedure – Trusts (Drop In): Supplemental Needs Trust 15F-15 1 – Trust Provisions: Agent`s Powers on 529 Accounts 15F-2a – Trust Provisions: Fiduciary Powers for The Management of Certain Assets – Options on shares 15F-2b – Trust provisions: trustees Assets Management Powers – Mining Interests 15F-2c – Asset Management Provisions – Fiduciary Powers for the Management of Certain Acts