Products

Irrevocable Trusts

  • Life Insurance Trusts
  • Special Needs Trusts
  • Educational Trusts
  • Qualified Personal Residence Trusts
  • Charitable Remainder Trusts (annuity and unitrust, including: net income with make-up; flip; and, successor income beneficiary provisions)
  • Residential Medicaid Trust (an intentionally defective grantor trust)
  • A Grantor Retained Annuity Trust (a "GRAT") will be added in the very near future
Key Benefits
  • Keyed to Trust and Wills answer files so common information does not need to be re-entered (although the Trust and Wills template set is not a requirement for use).
  • Program allows different attorneys/support staff to prepare documents for same client using common answer file.
  • One year free revisions to templates (subsequent revisions only $100/year).
  • Full, thirty day money back guarantee.
Irrevocable Trusts Template Set with HotDocs Player is only $550.00 ($400.00 if purchased with the Trusts & Wills Template Set)
No sales tax and no shipping costs