Essential Estate Planning
The Essential Estate Planning system delivers everything you need to elevate your practice to new heights. Our comprehensive resources streamline complex processes while ensuring your expertise remains cutting-edge. Stay effortlessly informed on all legal changes and developments, allowing you to provide unparalleled service to your clients.
Wills and Codicils
| Document | Short Description |
|---|---|
| Essential Will | Will with multiple drafting options including: – State-special language – Specific bequests and continuing trusts – Supplemental needs trusts – Trusts for retirement assets – Disclaimer and Clayton QTIP options – Formula Credit Shelter Trust (federal or state) – Pour-over to Revocable Trust option – Summary |
| Codicil | – Document used for minor changes to an existing Will |
Revocable Trusts
| Document | Short Description |
|---|---|
| Essential Revocable Trust | Single-grantor living trust with multiple drafting options, including: – State-specific language – Specific bequests and continuing trusts – Supplemental needs trust – Trusts for retirement assets – Disclaimer and Clayton QTIP options – Formula Credit Shelter Trust (federal or state) – Summary |
| Essential Joint Revocable Trust | Dual-grantor trust for spouses/partners with multiple drafting options, including: – State-specific language – Specific bequests and continuing trusts – Supplemental needs trust – Trusts for retirement assets – Disclaimer and Clayton QTIP options – Formula Credit Shelter Trust (federal or state) – Summary |
Irrevocable Trusts
| Document | Short Description |
|---|---|
| Document Title | Information text: – List item – List item – List item – List item |
| Document Title | Information text |
Ancillary Documents
| Document | Short Description |
|---|---|
| Document Title | Information text: – List item – List item – List item – List item |
| Document Title | Information text |
Benefits
Essential Estate Planning enables you to:
- Draft documents using a comprehensive selection of tax and a non-tax options that meet the needs of clients who have significant wealth.
- Deliver a sophisticated estate plan that can be tailored to meet each client’s specific wealth transfer, and asset protection, goals.
- Spend less time drafting and more time with clients.
Want to learn more?
Check out our comparison chart.
