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Wealth Docx: Domestic Asset Protection Trust (DAPT) Sample

Asset Protection Trust APT, Trusts, Asset Protection, Wealth Docx,

Download our sample Domestic Asset Protection Trust (DAPT) to see how simple it is to draft with accuracy and efficiency using Wealth Docx. Wealth Docx’s DAPT facilitates the customization, detail, and flexibility you expect, including trustee succession options, Trust Protector provisions, and pick-and-choose Trust Protector powers, resulting in the type of document you can confidently present to your clients.

Download the sample and check it out—we think you’ll like what you see.

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Wealth Docx Health and Education Exclusion Trust (HEET) Sample

Wealth Docx, Trusts, Educational, HEET,

Grandparents commonly request to include provisions for their grandchildren’s education in their estate plans. One way to achieve those goals for your clients, and include charitable giving, is through a...

Estate Planning Awareness Survey 2016

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Proposed § 2704 Regulations: Sample Blog Post

IRC §2704, Legal Marketing, Tax Planning, Estate Planning,

WealthCounsel Members also receive targeted blog posts which can be customized or posted as-is to your own blog. Help educate your community and broaden your reach for new clients and...

Proposed § 2704 Regulations: Sample Client Outreach Letter

IRC §2704, Tax Planning, Estate Planning,

WealthCounsel's Practice Development team created client-focused and financial advisor-focused marketing packages for our WealthCounsel attorney members to help educate them on the impact of the 2704 regulations.Download this sample client...

Wealth Docx® Sample Document List

Estate Planning, Software, Document Drafting,

Wealth Docx provides interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, retirement, and more. This download...

Fiduciary Compliance Library Checklist

Thought Leader Series, Estate Planning and Probate, Fiduciary Compliance, Trustee, Trust Administration,

by Josh Yager, JD, CFP, ChFC | Anodos AdvisorsA prudent fiduciary will develop and maintain a compliance library, which documents their process, review, and administration of the assets for which...

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