Search Skills
26 skills found
United States
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trusts-and-estates
Assignment of Property to Trust
Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, fi…
United States
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trusts-and-estates
Third-Party Special Needs Trust
Drafts irrevocable third-party Special Needs Trusts funded by parents, grandparents, or other non-beneficiary parties to supplement government benefi…
United States
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trusts-and-estates
Revocable Living Trust
Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrativ…
United States
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trusts-and-estates
Qualified Personal Residence Trust (QPRT) Agreement
Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2…
United States
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trusts-and-estates
Psychiatric Advance Directive (PAD)
Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric…
United States
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trusts-and-estates
Pour-Over Will
Drafts a pour-over will directing the testator's residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianshi…
United States
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trusts-and-estates
Notice of Assets and Request for Claims
Drafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a pro…
United States
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trusts-and-estates
Last Will and Testament
Drafts and structures U.S. Last Will and Testament documents. Trigger when the user needs to draft, revise, or review a will covering executor/guardi…
United States
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trusts-and-estates
Last Will and Testament
Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, gu…
United States
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trusts-and-estates
Irrevocable Life Insurance Trust (ILIT)
Drafts an Irrevocable Life Insurance Trust (ILIT) compliant with IRC § 2042 and state trust laws to exclude life insurance from the grantor's taxable…
United States
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trusts-and-estates
HIPAA Release Authorization
Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare PO…
United States
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trusts-and-estates
Healthcare Power of Attorney
Drafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an incapacitated principal. Covers s…
United States
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trusts-and-estates
Healthcare Agent Instruction Letter
Drafts a non-binding healthcare values/instruction letter for a designated health care agent to guide substituted-judgment decisions during incapacit…
United States
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trusts-and-estates
Instruction Letter to Health Care Agent
Drafts a non-binding instruction letter (values letter / legacy letter) from a client to their designated health care agent, translating personal val…
United States
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trusts-and-estates
Petition for Guardianship
Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-…
United States
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trusts-and-estates
Guardianship Nomination for Minors
Drafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state…
United States
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trusts-and-estates
Nomination of Guardian for Minor Children
Drafts a US parental guardianship nomination for minor children aligned to state statute formalities and court best-interest standards. Covers primar…
United States
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trusts-and-estates
Family Limited Partnership (FLP) Agreement
Drafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 wi…
United States
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trusts-and-estates
Estate Administration Summary
Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributio…
United States
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trusts-and-estates
Estate Administration Summary
Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax r…
United States
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trusts-and-estates
Elder Law Summary
Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with priori…
United States
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trusts-and-estates
Durable Power of Attorney for Finances
Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapaci…
United States
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trusts-and-estates
Charitable Remainder Trust (CRT)
Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax co…
United States
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trusts-and-estates
Certificate of Trust
Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust t…