Product Comparison Chart

Product Comparison

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Wills and Codicils

DocumentEssentialsWealth TransferElder Law
Essential WillX
Wealth Transfer Traditional WillX
Wealth Transfer Contemporary WillX
Elder Law WillX
CodicilXXX

Revocable Trusts

DocumentEssentialsWealth TransferElder Law
Essential Revocable TrustX
Essential Joint Revocable TrustX
Wealth Transfer Traditional Revocable TrustX
Wealth Transfer Joint RevocableTrustX
Wealth Transfer Contemporary RevocableTrustX
Wealth Transfer Contemporary Joint RevocableTrustX
Community Property TrustX
Elder Law Revocable TrustX
Elder Law Joint Revocable TrustX
Retirement Benefits TrustXX
Third Party Revocable SNTX

Irrevocable Trusts

DocumentEssentialsWealth TransferElder Law
Spousal Lifetime Access Trust (SLAT)XXX
Irrevocable Life Insurance Trust (ILIT)XX
Intentionally Defective Grantor Trust (IDGT)XXX
Essential Irrevocable TrustX
Wealth Transfer Irrevocable TrustX
Elder Law Irrevocable TrustX
Joint Irrevocable TrustXXX
Single Beneficiary Irrevocable TrustXX
Joint Single Beneficiary TrustX
Special Power of Appointment TrustX
Incomplete Non-Grantor (ING) TrustX
Non-Grantor Spousal Access TrustXX
Asset Protection Trust (DAPT)X
Qualified Personal Residence Trust (QPRT)X
Grantor Retained Annuity Trust and Unitrust (GRAT; GRUT)X
Charitable Remainder Trust (CRT)X
Charitable Lead Trust (CLT)X
Wholly Charitable TrustX
Lifetime QTIP TrustX
Extra Crummey Trust (SM)X
Beneficiary Defective Sec. 678 Trust (BDIT)X
Split Purchase TrustX
Split Purchase Annuity TrustX
Minor’s 2503(c) TrustXX
Third Party Irrevocable SNTX
First Party Self-Settled SNT (d(4)(A) Trust)X
Qualified Income (“Miller”) Trust (d(4)(B) Trust)X
Sole-Benefit TrustX
Children’s TrustX
Joint Children’s TrustX
Income Only TrustX
Joint Income Only TrustX

Ancillary Documents

DocumentEssentialsWealth TransferElder Law
General Durable Power of AttorneyXXX
Health Care Power of Attorney/Advance DirectiveXXX
HIPAA AuthorizationXXX
Living WillXXX
Guardian Designation FormsXXX
Remains Agent FormsXXX
Anatomical Gift FormsXXX
Retirement Benefit FormsXXX

Trust Administrative Documents

DocumentEssentialsWealth TransferElder Law
Trust CertificateXXX
Trust AmendmentXXX
Promissory NoteXXX
Trustee Memorandum for DecantingXX

Marital Agreements

DocumentEssentialsWealth TransferElder Law
Partition AgreementXXX
Separate Property AgreementXXX
Spousal Agreement and ConsentXXX
California Aggregate Theory AgreementXXX

General Agreements

DocumentEssentialsWealth TransferElder Law
Private Annuity AgreementXX
Care AgreementX
Family AgreementX
Multiple Support AgreementX
Non-Negotiable Promissory NoteX
Occupancy AgreementX
Reverse MortgageX

Memos & Client Communications

DocumentEssentialsWealth TransferElder Law
Retainer/Engagement LetterXXX
Transmittal LetterXXX
Client QuestionnaireXXX
Client SummaryXXX
Letter re: Initial ConsultationX
Letter Requesting AnnuityX
Statement of Intent to Return HomeX
Disengagement LetterX
Memo to File re: CompetenceX
Memo to File re: Undue InfluenceX
Checklist for Scheduling AppointmentX
Signing Appointment ChecklistX
Checklist for Closing FileX
Client Satisfaction SurveyX
Medicaid Loan Calculator ToolsX

Business Planning

DocumentEssentialsWealth TransferElder Law
Family Limited Partnership AgreementXX
Buy-Sell AgreementXX
Limited Liability Company AgreementXX
Amendment to Family Limited Partnership or LLCXX
Assignment of Partnership InterestXX
Assignment of LLC InterestXX