Santa Clause Provision
The Santa Clause provision is not available in any of the essential documents; it is available only in Comprehensive and Contemporary Documents in the Wealth Transfer Planning Practice System.
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This section contains questions about drafting documents, including questions about options in document interviews, how to draft particular provisions or documents.
If you don’t find the answer to your question here, please email content@interactivelegal.com.
Clients are getting married in a few weeks and want to execute their documents before the wedding
We have an option to plan for descendants who do not yet exist, but we don’t have an option to automatically reference a pending marriage.
Once I have drafted documents for one spouse, how do I create mirror-image documents for the other…
Instructions for creating mirror image documents can be viewed at any time from within the program’s Resource Library.
How to draft when the client has a marital property agreement with their spouse.
We actually do not have an option that brings in language referencing a marital property agreement, and that is because the way such an agreement is addressed in the estate planning documents can vary so much, based on what the agreement…
Hybrid Domestic Asset Protection Trust (DAPT)
We do not at this time have a Hybrid DAPT document in the system, but there are two alternatives that are similar and may be good starting points for drafting.
Guide on how to set up Non-Reciprocal Trusts
The Spousal Non-Reciprocal Trust Drafting Guide can found in the Resource Library under “Wealth Transfer Planning Practice System".
Language for Spouse to only receive the “Elective Share”.
In order to access the elective share language, you would need to draft your will or revocable trust in your Elder Law Planning system (not in Wealth Transfer Planning).
Trust Protector Provision
The authors feel that the grantor or an interested trustee/person could serve as protector, because we include sufficient safeguards.
Help Text Blank- Legacy
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GRIT
We do not have a GRIT document in InterActive Legal.
