State Specific Document Assembly Software for Inter Vivos Trusts
DL Drafting Library makes preparation of Inter Vivos Trusts easy and thorough.
DL is a library of documents. The documents work like templates and are faster and easier to use than document assembly. The language in the forms is state specific and has been gathered from the leading treatises and law firms.
Inter Vivos Trusts Library prepares revocable and irrevocable “living trusts” for individuals or couples, including life insurance, QTIP, power of appointment, QDOT, GRAT, QPRT, A-B, A-B-C, grantor retained annuity trusts, qualified personal residence trusts, section 2503 (c) trusts for minors, credit shelters, marital deduction trusts, charitable trusts, supplemental needs trusts, sprinkling and other types of trusts. Select with flexibility various beneficiaries, alternates, successors, fiduciaries, powers, and terms. Estate planning trusts may include provisions reflecting the phasing out of the estate tax. Other options address rights to invade the principal of trusts, powers of appointment, disclaimers, pensions, and qualified plans, sub-S trusts, oil and mineral rights, cash bequests, removal of trustees, virtual representation and various instruments transferring property to the trustees.
To speak with a software specialist, call Ann Lutchmidat at 800 529-6278 x1553 or email firstname.lastname@example.org.
The DL Wills and Inter Vivos Trusts Libraries have been revised so parties to same-sex marriages now can use marital deductions trusts and bequests, credit shelter trusts, and other estate tax planning techniques. The programs also give some guidance for preparing wills and trusts for parties to domestic partnerships and civil unions.
"The options for the irrevocable and revocable trusts are excellent. I ordered online with expedited delivery and the trusts library was promptly received. The questionnaires cover everything I needed or may need. The fact that the program can create documents in a number of formats including Word or WP allows me to customize and further tailor the trust product, if necessary. After familiarizing myself with the software, my first trust took about ten minutes to prepare. This is my first library but I look forward to acquiring more."
— William Armstrong, Attorney, Jackson, Mississippi