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The 380+ automated forms in this volume are designed to be the cornerstone of an estate planning practice. Lipman's Wills & Trusts is sophisticated enough for any high-end estate planning project, yet simple and flexible enough to handle smaller estates as well.
The forms in this volume cover all aspects of estate planning, including the preparation of wills, living trusts, powers of attorney, advance health care directives, HIPAA releases, irrevocable trusts, buy-sell agreements, and even marital property agreements.
While this volume is extremely popular and easy to use for large taxable estates, attorneys tell us it's invaluable for smaller estates as well. For instance, when preparing simple wills, you can easily add many different types of specific bequests as well as contingent trusts, no-contest clauses, and trusts for pets. Additionally, you can quickly draft language leaving property to multiple beneficiaries in equal shares or in various percentages, with contingent beneficiaries if any of the named beneficiaries are not living.
With Lipman’s Wills and Trusts, it’s easy to simultaneously draft many different kinds of documents. A single drafting session can include generation-skipping, tax-planned wills or revocable trusts, financial powers of attorney, advance health care directives, HIPAA releases, life insurance trusts, etc.
If you are an experienced attorney specializing in estate planning, you'll value the breadth of our system. Or, if you are newer to estate planning, you'll appreciate how the automated system prompts you to consider facets of a client’s estate plan that you might ordinarily overlook.
This comprehensive estate planning system contains more than 340 automated forms, including:
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Will Forms
35 will forms that range from simple wills to pour-over wills to tax-planned wills, which can be drafted with: |
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Marital Trusts, |
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Bypass Trusts, |
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Disclaimer Bypass Trusts, |
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Retirement Benefits Trusts, and |
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Generation Skipping Trusts. |
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Revocable Trusts
As with the wills, 27 different types of revocable trusts can be drafted, ranging from simple revocable trusts with no tax planning to tax-planned revocable trusts with: |
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Marital Trusts, |
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Bypass Trusts, |
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Disclaimer Bypass Trusts, |
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Retirement Benefits Trusts, and |
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Generation Skipping Trusts. |
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Domestic Partner Forms
The Domestic Partner forms are designed to allow you to draft forms in the following situations:
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Unmarried man or woman, |
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Two men, |
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Two women, |
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One man (who has either a male or female partner), and |
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One woman (who has either a male or female partner). |
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Supporting Documents
More than 100 ancillary supporting documents can be drafted as well, including: |
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Powers of attorney, |
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Advance Health Care Directives, |
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HIPAA releases, |
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Codicils, and |
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Revocations of powers of attorney. |
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Various supporting documents are available for the revocable trust forms as well, including: |
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Memoranda explaining operations of trust, |
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Deeds transferring property to trust, and |
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Certifications of trust. |
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Marital Property Agreements
A number of Marital Property Agreements can be drafted, including: |
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Post-Marital Agreements and |
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Agreements to transmute separate property to community property. |
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Irrevocable Trusts
Irrevocable trusts are included, enabling you to create: |
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Life insurance trusts, |
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Investment trusts, |
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QPRTs, |
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CRTs, |
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GRATs, |
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GRUTs, and |
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Supplemental needs trusts. |
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Along with each trust, you can draft a memorandum explaining the funding and operation of the trust. When necessary, you can also draft Crummey letters. |
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Buy-Sell Agreements
Three different types of buy-sell agreements can be drafted for your corporate clients. |
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Customized Transmittal Letters
A unique feature of this system is the ability to draft customized transmittal letters to be sent to your clients. One of the letters is designed to be mailed with the drafts of the documents, while the other letter is designed to be mailed with the documents after they have been signed and copied. ProDoc drafts these letters based on the selections you make while drafting the documents. |
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Miscellaneous Letters and Forms
A wide range of other forms are available, including forms your client can complete prior to meeting with you, forms you can fill out during a meeting, fee agreements, and checklists. |
From simple wills to the most complex trusts, ProDoc and Lipman’s Wills & Trusts (authored by Ronald L. Lipman) provide an exceptional estate planning package.
Complete list of our automated California Lipman's Wills & Trusts forms >>
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