List of Academy Documents in CounselPro
CounselProTM is equipped with all options necessary to produce both simple and extremely complex estate planning documents:
Revocable Living Trust
- Joint Revocable Living Trust and Restatement
- Married Separate Revocable Living Trust and Restatement
- Married Separate Revocable Living Trust and Restatement/TSNT
- Unmarried Revocable Living Trust and Restatement
- Simple Married Joint Revocable Living Trust and Restatement
- Simple Married Separate Revocable Living Trust and Restatement
Legacy Wealth Trusts
- Joint Legacy Wealth Trust and Restatement
- Married Separate Legacy Wealth Trust and Restatement/TSNT Built in
- Unmarried Legacy Wealth Trust and Restatement
- Simple Married Joint Legacy Wealth Trust and Restatement
- Simple Married Separate Legacy Wealth Trust and Restatement
Other Trust
- Family Retirement Preservation Trust-Irrevocable
- Family Retirement Preservation Trust – Revocable
- Qualified Personal Residence Trust
- Intervivos QTIP
Wills
- A/B Testamentary Will
- Married Intermediate Will
- Unmarried Intermediate Will
- Simple Married Will
- Unmarried Simple Will
Supplemental Needs Trusts
- Revocable Supplemental Needs Trust
- Irrevocable Supplemental Needs Trust
- (d)(4)(A) Medicaid Payback Trust
- (c)(2)(B)(iv) Medicaid Qualification Trust
- 76-270 Special Needs Trust
ILITS
- Married Joint Irrevocable Life Insurance Trust
- Married Separate Irrevocable Life Insurance Trust
- Unmarried Irrevocable Life Insurance Trust
Medicaid
- Married Joint Medicaid Trust
- Married Separate Medicaid Trust
- Unmarried Medicaid Trust
Advanced Estate Planning Documents
- Standard Charitable Remainder Annuity Trust
- Net Income Charitable Remainder Annuity Trust
- Net Income with Make-up Charitable Remainder Annuity Trust
- Standard Charitable Remainder Uni-Trust
- Net Income Charitable Remainder Uni-Trust
- Net Income with Make Up Charitable Remainder Uni-Trust
- FLIP - Charitable Remainder Uni-Trust
- Grantor Retained Income Trust
- Grantor Retained Annuity Trust
- Grantor Retained Uni-Trust
- Charitable Lead Uni-Trust (Grantor)
- Charitable Lead Uni-Trust (Non-Grantor)
- Family Limited Partnership (IRC2036)
- Family Limited Partnership (Simple)
- Family Limited Liability Company (IRC2036)
- Family Limited Liability Company (Simple)
- Private Annuity Trust
- Self Cancelling Installment Note
Ancillary and State Specific Docs – for all 50 states
- Notary Acknowledgements
- Pour-Over Will
- Property Agreements (Community Property/Tenants in Common Property)
- Power of Attorney for Property
- Statutory Durable Power of Attorney for Health Care
- Statutory Living Will/Physicians Directive
- HIPAA Authorization
Proprietary Processing for:
- Commonwealths
- County/Parish/Judicial Districts/County Absenteeism
- Statutory Homesteads