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Frequently Asked Questions
Frequently Asked Questions (FAQs) describe several issues that subscribers might face. Choose a category to browse or search for answers to your questions.
If you don’t find the answer to your question in our FAQs, please choose from one of our other support options.
How to return to a Matter Interview
Return to a Matter Interview
Why don’t your QDOT provisions include the requirements for trusts over $2M, like having at…
We believe the language below satisfies the requirements for a QDOT.
“No Contest Clause” in a Florida Trust or Will
To our knowledge, Florida is the only state that does not permit the use of in terrorem or no-contest clauses.
Land Trust
We do not have a specific “land trust” option in InterActive Legal.
Can I print each article on a separate page? How do I prevent articles from printing on separate…
The "Begin Articles on Separate Pages (Wills and Agreements)" option is located in the Drafting Preferences under Document Defaults (located in your Global Firm Preferences and Matter Interviews).
In the Descendant’s Separate Trusts Article, “Beneficiary” is inconsistently capitalized…
The term “Beneficiary” refers to the primary beneficiary of each Descendant’s Separate Trust.
Sale of a Private Annuity
In the Wealth Transfer Program, we do have a Private Annuity Agreement. If you add a document, you'll find it in the section called "Other Agreements".
Is there an option to reserve a power to appoint takers of last resort in the Will or other…
We don’t offer an option for the grantor to retain a power of appointment in a revocable trust, likely because the trust is already revocable and amendable.
How to return to a Client Interview
Return to a client interview.
