Automated process for the drafting and assembly of completely state specific Living
Trusts, Wills, Irrevocable Trusts, and Trust Administration. This process does not involve
"canned forms" but uses a highly intuitive, context
sensitive "question and answer" dialogs for the custom preparation of quality
estate planning documents by any professional with or without prior estate
planning experience, at a one-time cost less than the normal fee of one
living trust.
Family Law Attorneys, click here.
The program provides all trust/will versions, extensive
distribution options (both specific and residual), all supporting documents
(e.g., "pour-over" wills, powers of attorney, HIPAA compliant health-care
powers, trust certifications, etc.), transfer documents (including the deeds), correspondence
and worksheets (click on the Product tab for full details including pricing).
All dialogs have detailed help screens. Documents can be assembled individually
or as a complete trust/will package and are created, fully-formatted, in
Microsoft Word.
The process is run by the award-winning HotDocs® document assembly
engine, but no prior knowledge or training in HotDocs is necessary to create
the documents. All products are network enabled (sharing a common answer
file) and have a full, thirty day guarantee (or a free 30 day trial) and
one-year free support (additional annual support subscriptions are available
at a minimal cost).
A "User Forum" for all registered users provides on-line discussion of
estate planning issues, "how to's" and out-of-state advice.