The Lifetime Estate Planning Practice System is a unified and cohesive system that spans most of the needs of estate planning professionals.
Wills
- Comprehensive Will
- Simple Will
- Essentials Will
- Codicils
- Last Will & Testament Executive Summary
Trusts
- Revocable Trust
- Joint Revocable Trust
- Charitable Remainder Trust
- Charitable Lead Trust
- Single Beneficiary Irrevocable Trust
- Irrevocable Life Insurance Trust
- Lifetime QTIP Trust
- GRAT or GRUT
- Personal Residence Trust
- 2503(C) Minor's Trust
- Trust Amendments
- Executive Summaries for each trust type
Powers of Attorney
- General Durable Power of Attorney
- Durable Power of Attorney (versions for all 50 states)
- Health Care Directive or equivalent (versions for all 50 states)
- Living Will (versions for all 50 states)
- HIPAA Authorization Release
Business Planning Document
- Family Limited Partnership Agreement
- FLP/LLC Amendment
- Limited Liability Agreement
- Assignment of Limited Partnership Interest
- Buy-Sell Agreements
- Assignment of Limited Liability Interest
- Limited Liability Company Forms
Marital & Other Agreements
- Marital Partition Agreement
- Separate Property Agreement
- Spousal Agreement and Consent
- Private Annuity Agreement
Estate Planning Memoranda
- Property Transfer to Minors
- Transfers in Trust vs. Outright
- Using Wills vs. Revocable Trusts
- Ownership of Life Insurance
- Personal Residence Trusts
- Charitable Remained Trusts
- Charitable Lead Trusts
- Split Purchase Trust vs. QPRT
- Granter Retained Annuity Trust
- Family Holding Companies
- Installment Sale to a Grantor Trust
This is only the beginning. For many of the documents are incredibly rich in content and complex. Where most systems present a "single will", the thousands of options in the Will alone give you the equivalent of hundreds of will forms. Take a look. Call for a demo today.
Pricing for the Lifetime Estate Planning Practice System
Pricing for WTP is based on an annual subscription, which is renewable. Annual renewals are subject to a 20% discount off the then-current prices, and the renewal fee entitles you to another year of product updates. Click here for current pricing information.
