1Introduction2Client Name3Client Address4Client Life Status5Client Family6Client7Spouse8Assets9Planning Options for Married Couples10Estate Plan Type11Joint Trusts or Separate Trusts12Trust Information13Trustees HiddenLexomatic Matter Type Deed Funding Probate Timeshare EstatePlan Divorce HiddenLexomatic Matter ID HiddenLexomatic Matter Name HiddenLexomatic User ID HiddenLexomatic User Name HiddenGrantor's Display NameGrantor's name for incorporation into merge tags HiddenSpouse's Display NameGrantor's spouse's name for incorporation into merge tags Hiddenplaceholder_01 Hiddenplaceholder_02Hiddenplaceholder_03 Hiddentoday_dt MM slash DD slash YYYY Hiddenpage_nuHiddencommunity_property_state_tf Yes No Estate Planning System Our Estate Planning System is a comprehensive estate planning tool designed to gather detailed information about the client's personal and financial goals, enabling the creation of a tailored estate plan. More Than Document Automation. This tool provides an in-depth analysis of the client's asset profile and goals and provides step-by-step guidance for effectively accomplishing the client’s goals. For clients with taxable or potentially taxable estates, the tool includes effective estate, gift, and generation-skipping transfer tax planning, with options like credit shelter/marital deduction planning, disclaimer planning, Clayton election planning, and qualified domestic trusts. Core Planning Documents. This tool facilitates the preparation and funding of essential documents such as a last will and testament, power of attorney, and various healthcare planning documents. For clients with trust-based estate plans, it can create basic living trusts for probate avoidance. Advanced Trust Planning. For more complex estates, the tool facilitates the formation of advanced planning trusts, including irrevocable life insurance trusts, intentionally defective grantor trusts, spousal lifetime access trusts, and grantor-retained annuity trusts, as well as the ancillary documents needed to support those trusts.. Integrated Trust Funding. This tool also integrates with our trust funding tool, ensuring a smooth transition from the creation of estate plan documents to the funding of the established trusts. Click the Next button below to get started. Client InformationEnter the following information about the person for whom this plan is being created. If this person is married, you'll have the opportunity to clarify the spouse's relation to the plan later in the interview. HiddenFull Name Gender Male Female First Name Middle Name Last Name Name SuffixJr.Sr.IIIIIIVPreferred First NameEnter the name that this person prefers to be called in regular conversation. For example, a man whose legal name is "Robert" may go by the name "Bob." Other names?Has this person used any other names or aliases (maiden name, spelling variation, initial variations) in legal documents? Yes No Other Name(s) Client's Address and ResidenceAddress Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Email Enter Email Confirm Email PhoneCounty of Residence– No Results – Client's Life StatusClient's Date of Birth Month Day Year Client's Country of CitizenshipAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÃ…land IslandsIs Client mentally disabled?Answer Yes if this person lacks the mental capacity to sign legally binding documents on his or her own behalf. Yes No Client's FamilyClient's Marital StatusSelect the current marital status, without regard to any previous marriages.SingleMarriedDivorcedWidowedDate of Marriage Month Day Year Have Client and Client's spouse lived or owned property in a community property state at any time since their marraige?The nine community property states are Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin. Yes No Client's SpouseHiddenFull Name Gender Male Female First Name Middle Name Last Name Name SuffixJr.Sr.IIIIIIVPreferred First NameEnter the name that this person prefers to be called in regular conversation. For example, a man whose legal name is "Robert" may go by the name "Bob." Other names?Has this person used any other names or aliases (maiden name, spelling variation, initial variations) in legal documents? Yes No Other Name(s) Email Enter Email Confirm Email PhoneSame address as Client? Yes No Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code County of Residence– No Results – Spouse's Life StatusSpouse's Date of Birth Month Day Year Spouse's Country of CitizenshipAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÃ…land IslandsIs Spouse mentally disabled?Answer Yes if this person lacks the mental capacity to sign legally binding documents on his or her own behalf. Yes No AssetsAssets Asset Description Actions Edit Delete There are no Assets. Add Asset Maximum number of assets reached. Planning Options for Married CouplesThere are two primary planning approaches when preparing estate planning documents for a married couple: Choose a Joint Plan if Client and Spouse wish to benefit the same individuals, appoint the same fiduciaries, and agree on identical terms and powers for their respective estate plans. This option is suitable when the plan primarily benefits the surviving spouse after one's passing, followed by mutual children or shared beneficiaries. Choose a Separate Plan if Client and Spouse have different beneficiaries (like children from previous marriages), prefer different fiduciaries, or wish to establish distinct terms for their estate plans. This choice requires a separate interview for each spouse to tailor each plan to specific needs and intentions. Select the option below that reflects the choice for this client. Which of the following best describes the couple's approach to estate planning? Joint Plan. The couple will coordinate both plans to achieve common goals like supporting the surviving spouse and children Separate Plans. Each spouse is creating a separate estate plan that operates independently Estate Plan TypePlan Type Trust-Based Plan. Provisions governing the management and disposition of assets are included in the trust. The will is a pour-over will to transfer any unfunded assets into the trust at death. Will-Based Plan. Provisions governing the management and disposition of assets are included in the will. There is no living trust. Core Documents Will Trust Power of Attorney Healthcare Planning Documents Joint Trusts or Separate TrustsThere are two primary trust-based estate plan types that married couples can consider. Each type serves different needs and is suited to different legal and financial situations. Joint Trust. A joint trust is a single trust created by both spouses together. In a joint trust, both spouses combine their assets into one trust entity. This type of trust is particularly common in community property states, where assets acquired during the marriage are considered jointly owned. The nine community property states are Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin. In these states, a joint trust can be especially beneficial due to the nature of how assets are owned and managed in marriage. Two-Trust Plan. In this arrangement, which is the most common, each spouse sets up their own individual trust. This means there are two separate trusts, each managed independently. Each spouse transfers their own assets into their respective trust. This type of plan can offer more flexibility and individual control over assets. It may be preferable in situations where spouses have significant separate property or wish to maintain distinct control over certain assets. Two-trust plans can also provide specific benefits in terms of estate tax planning and asset protection. Each type of trust-based estate plan has its own advantages and considerations. The choice between a joint trust and a two-trust plan depends on factors like the state of residence, the nature of the couple's assets, and their estate planning goals. Choose a type of estate plan for Client and Spouse: Joint Trust Estate Plan Two-Trust Estate Plan Trust InformationTrust NameEnter the name of the trust as established by the trust agreement. Do not include the date of the trust or the trust. The date and trustees will be supplied using the fields below. Trust DateEnter the date of the trust (the date that the trust agreement was signed). Month Day Year Is the current trust instrument an amendment of an earlier version of the trust?Answer Yes if the title of the current operative trust agreement is an amendment or restatement of an earlier trust. If this is a new trust or one that has not been amended, answer No. Yes No AmendmentsList any amendments to the trust and the amendment date. If there is more than one amendment, use the (+) button to add additional amendments. Amendment TitleAmendment Date Add RemoveIs the trust revocable?Answer Yes if the trust is a typical revocable living trust that can be revoked by the trust creator. Yes No Who serves as the current trustee(s)? Client alone Spouse alone Both Client and Spouse Other TrusteesTrustees Name Actions Edit Delete There are no Trustees. Add Trustee Maximum number of trustees reached.
