Browsing Category

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.

Client Intake Customization Drafting Scenarios Formatting Legal Content Technical

Legal Content

Do you have a special distribution trustee?

InterActive Legal Support Team Jul 19, 2024

If you choose the option to name "special function trustees," you can designate a slate of "distribution trustees" to handle distributions, while appointing general trustees to manage everything else.

Legal Content

Are there specific provisions that address copyrights, trademarks, and patents in the Wills?

InterActive Legal Support Team Jul 18, 2024

We do not have any specific provisions at this time about copyrights, trademarks, and patents. We feel that our current fiduciary powers provisions give an executor or trustee sufficient authority to deal with those assets, and have not yet…

Legal Content

Spouse Seeks to Update Estate Plan Following Client’s Passing

InterActive Legal Support Team Jul 18, 2024

The answer depends if you have a blended family or a non-blended family, however, our content team thinks the "best practice" – and as a way to be completely certain that there are no references to a spouse at all or anything lingering from…

Legal Content

Santa Clause Provision

InterActive Legal Support Team Jul 17, 2024

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.

Legal Content

Clients are getting married in a few weeks and want to execute their documents before the wedding

InterActive Legal Support Team Jul 12, 2024

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.

Legal Content

Once I have drafted documents for one spouse, how do I create mirror-image documents for the other…

InterActive Legal Support Team Jul 10, 2024

Instructions for creating mirror image documents can be viewed at any time from within the program’s Resource Library.

Legal Content

How to draft when the client has a marital property agreement with their spouse.

InterActive Legal Support Team Jul 10, 2024

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…

Legal Content

Hybrid Domestic Asset Protection Trust (DAPT)

InterActive Legal Support Team Jul 10, 2024

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.

Legal Content

Guide on how to set up Non-Reciprocal Trusts

InterActive Legal Support Team Jul 10, 2024

The Spousal Non-Reciprocal Trust Drafting Guide can found in the Resource Library under “Wealth Transfer Planning Practice System".

Legal Content

Language for Spouse to only receive the “Elective Share”.

InterActive Legal Support Team Jul 10, 2024

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).

Previous 1 … 3 4 5 6 7 … 41 Next

Content Support Notice

InterActive Legal Content Support is designed for drafting questions and explaining options within the program, and we cannot advise on legal matters or best practices.

For substantive questions, we recommend seeking input from other members of the InterActive Legal community by posting your question to our Estate Planning and Elder Law Discussion Forum. That will allow you to obtain other perspectives on the best structure of the plan, and it is possible that others more familiar with your state law will be able to provide additional guidance.

Legal Discussion Forum

Frequently Asked Questions

Follow Us @heystudio