Drafting Wills and Trust Agreements Software Downloads

Software Updates

1. Updating and adding state statutory powers of attorney and health care directives with legislative changes made since August 2008 (affected states include Colorado, District of Columbia, Georgia, Indiana, Nevada, New Hampshire, New York, North Carolina, Utah, Virginia)
2. Correcting missing periods in the introduction paragraphs which name spouse and children of the client
3. Correcting missing administrative provisions that were not outputting in certain limited situations in the long form will when naming different executors and trustees
4. Adding paragraph heading text to various clauses used in the revocable trust documents to make their output consistent within the article in which they are found (see clauses T.4.10 through T.4.16; CP.4.10 through CP.4.16)
5. Adding appropriate output for the joint and community property trust agreements when selecting a Trust B unitrust payment option where the client's family status includes only one child (see clauses CP.11.10U, CP.11.11U, CP.11.14U)
6. Adding a new clause for the irrevocable Crummey trust and 2503(c) minor's trust which now outputs when selecting the option for allocation into shares for one named beneficiary (see clause I.4.31)