California Wills & Trusts

WHAT SETS CALIFORNIA WILLS & TRUSTS APART?

California Wills & Trusts helps you create high-quality estate planning documents tailored to your clients' individual needs. It is authored by California attorneys who are nationally recognized estate planning experts. The program's patented Intelligent Legal Technology® uses a question and answer session to guide you through the drafting process. Up-to-date research and analysis tailored to each question appears on screen when you need it. You can see your document change as you select among a question's choices. The program generates legally sound, internally consistent documents and sends them to your word processor. This is the system that the California Wills & Trusts authors use to draft their estate planning documents.

PRODUCT BENEFITS OVERVIEW

• Better allocate your time. Spend less time on your documents and more time on your clients - why waste your time cutting and pasting and then editing for consistency?
• Spot issues. Lawgic® asks the right questions. You still make the decisions - with the help of our experts.
• Keep your documents up-to-date. Rely on Lawgic's regular updates to ensure that your documents incorporate the latest legal developments.

DOCUMENTS INCLUDED

Wills & Trusts
• Revocable Inter Vivos Trust
• Pour-Over Will
• Stand-alone Will
• Irrevocable Life Insurance Trust (ILIT)
• Qualified Personal Residence Trust (QPRT)
• Grantor Retained Annuity Trust (GRAT)
• Annual Exclusion Trust for Children or Grandchildren
• Charitable Remainder Trust (IRS form)
• Amended and Restated Revocable Inter Vivos Trust
• Amendment to Revocable Inter Vivos Trust
• Codicil to Will
• Instructions for Executing Your Trust & Pour-Over Wills
• Instructions for Executing Your Will

DPAs and Related Documents
• Advance Health Care Directive (statutory or proprietary form)
• Durable Power of Attorney for Assets (statutory or proprietary form)
• Nomination of Conservator
• Notice of Revocation of DPA or Directive

Ancillary Documents


• Trust Transfer Deed
  • Assignment
  • Community Property Declaration
  • Delegation of Authority as to Bank Accounts
  • Nomination of Guardians for Minor Children
  • Notification by Trustees
  • Special Power of Attorney for Trust
  • Trustee's Certification of Trust
  • Trustee's Certification of Abstract of Trust
  • Trustee Guidelines
  • Trustee Resignation
  • Notice of Crummey Withdrawal Rights

Letters
• Trust Funding Letter
• Sending Documents Letter
• Engagement Letter
• Nonengagement Letter
• Disengagement Letter
• "Thank You for Referral" Letter
• Certification of Trust Agreement by Attorney
• Letter to Lender
• Letter to Mutual Fund
• Custom Client Letter
And More …
• Synopsis of Trust or Will
• Worksheet of Questions
• Client Questionnaires
• Questionnaire for Death Certificate Info

PRODUCT FEATURES

• Enter information only once. Answer a question once and the program uses that information in each document for the client. Hence, when drafting a pour-over will or a health care directive, there is no need to re-enter information that was gathered when drafting the revocable inter vivos trust.
• Easily create documents for married couples. Draft two-settlor trusts and other documents for married couples. Create mirror documents for a spouse simply by answering one question. The system will take care of the rest.
• Quickly produce similar estate plans for different clients. The program's Template Assistant will help you create an unlimited number of "Template" files in which you save your answers to one or more questions. You can select among these Templates when you begin drafting documents for a new client - the program will skip those pre-answered questions unless you decide to review them.
• Customize the style and terms used in documents. You choose whether you want a document written in the first person or third person, and whether you want to use "settlor," "trustor," or some other term.
• Expedite the will and trust drafting process. The program's QuickWill/Trust feature allows you to automatically choose answers that were pre-selected by our expert authors, so you can create wills and trusts in just minutes.
• Automatically generate a client synopsis of the will or trust. Just answer "Yes" to one question and the program will attach a summary of the will or trust provisions in plain language directed to the client.
• Custom format in Word and WordPerfect. You can edit the heading and paragraph styles in Microsoft® Word 97, 2000, and 2002, and Corel® WordPerfect® 8, 9, 10 and 11. You can also automatically update the Table of Contents, symbolic numbering, and cross-references in those word processors after you edit your document.

GET THE MOST FROM YOUR LAWGIC SOFTWARE

Lawgic offers Training Programs for every type of customer. We believe that selling the product isn't enough. We want our customers to like our software, rely on it, and use it as effectively as possible.

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