Support

Comprehensive Revocable Trust- Trust for descendants, no tax planning drafting scenario.

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.

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…

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…

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.

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.

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

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…

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.

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