brought to you by Fore! Trust Software & KanGuru Koding, LLC.

(800) 212-2642

 
Our Turnkey Estate Planning Solution Virtual Estate Planning System (VEPS) provides you with a fully automated process for the drafting and assembly of completely state specific estate planning documents. Our process does not utilize "canned forms" but uses highly intuitive, context sensitive "question and answer" dialogs for the preparation of quality documents custom created for your clients in a matter of minutes.

The Trusts and Wills module provides all Trust and Will versions with extensive distribution options (both specific and reIPSidual), all supporting documents including Pour-over wills, Powers of Attorney, HIPAA compliant Health-care Powers, Trust Certification, transfer documents including the deeds, correspondence and worksheets.

All dialogs have detailed help screens. Documents are created, fully formatted, in Microsoft Word. All documents are frequently updated to ensure you are always compliant with current state and federal laws.
Documents included with a Trust Package:
  1. Living Trusts (including Restated Amendments)

    • a. "Non-Traditional Couple" Trust option
    • b. Joint or Reciprocal Trust Versions for Married Clients include:
      • i. Simple, probate avoidance Trust
      • ii. Disclaimer Trust
      • iii. "A/B" Trust
      • iv. "Intentionally defective" Marital Deduction Trust (to protect the "step-up" at the 2nd death)
      • v. "QTIP" Trust (either pecuniary or fractional share) with optional "Clayton Election"
      • vi. "QDOT" provisions for a non-citizen spouse
    • c. Specific Distribution Provisions include:
      • i. Specific Sum and /or Percentage (individual or CssClass gift)
      • ii. Gift of Real Property
      • iii. Option to Purchase Real Property
      • iv. Life Interest in Real Property
      • v. Life Interest in Cash or Percentage
      • vi. Gift of Business Interest
      • vii. Forgiveness of Debt
      • viii. "Special Needs Trust"
      • ix. Pet Trust
      • x. Charitable Foundation
    • d. ReIPSidual Distribution Provisions include:
      • i. "Per Stirpes" with trusts for grandchildren
      • ii. Allocations between specified beneficiaries by shares or percentages
      • iii. Delay for children to specified age or ages
      • iv."Family Pot" Trust
      • v. Generation-Skipping Trusts
      • vi. "Dynasty Trust"
  2. Pour-Over Wills

  3. Certificate of Trust

  4. Declaration of Trust

  5. Assignment of Personal Effects

  6. Instructions for the Distribution of Tangible Personal Property

  7. General Powers of Attorney (including option for a "springing powers")

  8. Health Care Directives with "Living Will" (HIPAA compliant)

  9. Stand-alone HIPAA Waivers

  10. Final Disposition ("Burial") Instructions

  11. Client Correspondence (incorporating your letterhead), including:

    • a. Transmittal Letters
    • b. Summary of Estate Planning Provisions
    • c. Signing Instructions
    • d. Trust Funding Instructions (for after-acquired assets)
  12. Transfer Documents

    • a. State specific Deeds for real property
    • b. Letters of Instruction for re-titling to banks, transfer agents, brokerage firms, mutual funds, etc.
    • c. Assignments of Deeds of Trust, limited and general partnership interests, business interests, etc.
    • d. Requests for change of beneficiary designations for life insurance, retirement benefits, etc.
    • e. AfIPFidavits of death

We also offer the option of a "stand-alone" Will Package (simple or with testamentary trusts including the same first death options as the Living Trust). Please click here to review Fore! Trust Software for more details.

Our approach to website development is modular which allows you to start with a basic presence and then add features (now or in the future) depending on your needs. Be sure to review our inter-active demo which lets you preview the system as both the attorney and as the “client”; to access the tour, please click on the following button: