Do you have any life estate language for a Will?
We do not have any language in the program currently that provides for use of property during life, or a life estate.
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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.
Do you have Trustee Acceptance, Resignation, or Declination to Serve Forms? Same question forms for…
We don’t have those forms in the system, and in our experience they are very short documents (i.e., I hereby accept/decline my appointment as trustee of the X Trust dated _____, 2021). The documents can vary based on the trust to which they…
Where do I add the disinterested trustee who only acts if they want to distribute beyond HEMS?
Drafters approach this in different ways.
Are there specific provisions/options to provide for professional trustee appointment on death of…
We do not have separate options for appointing a trustee after the death of a settlor.
Drafting a revocable trust for a widow, with 2 children (1 and 2) from a previous marriage, and a…
We think the unmarried beneficiaries profile is probably the best way to go.
Why do you say not to use supercharged option in lifetime qtip?
On the disclaimer provision, the disclaimer must be valid under state law, and most states require that it be filed in a particular court to meet that requirement.
How do I clear object tags from my Word Document?
You can hide the object tags, by turning off the option to show all of the formatting, which is the paragraph symbol, and they shouldn’t print.
Do you have the option to add a requirement that a married beneficiary enter into a pre-nuptial…
Yes, there is an option that allows a trustee to withhold distributions (or consider withholding them) if the beneficiary is married but does not have a marital property agreement.
Clayton QTIP Question
There is not an option that automatically brings in a co-fiduciary to make the QTIP election, if necessary.
Where is the spot in the interview for an Irrevocable Trust where the option exists for the…
You can find that option on the “Disposition after Grantor's death” screen and at the bottom “Tax Issues”.
