Standard Package
LTPDocs™ -- Living Trust Plus™ Asset Protection System and Document Assembly Software:
- For WordPerfect or Word and HotDocs, including optional built-in automation through TimeMatters for current users of TimeMatters.
Allows you to produce the following documents:
- Living Trust Plus™ Asset Protection Trust for Single Persons
- Living Trust Plus™ Separate Asset Protection Trusts for Married Couples, with Optional Marital Trust and Non-Marital Family Trust
- Living Trust Plus™ Joint Asset Protection Trust for Married Couples, with Optional Marital Trust and Non-Marital Family Trust
- Living Trust Plus™ Pour-Over Will
- Living Trust Plus™ Asset Protection Plan (including Declaration of Solvency)
- Living Trust Plus™ Trust Operation Guide
- Living Trust Plus™ Trust Funding Instructions
- Living Trust Plus™ Client Cover Letter
- Remote Installation by our Independent Consultant Certified in both Hot Docs and Time Matters
- Up to 1 hour of free training with our Certified Consultant via GoToMeeting Remote Access
- 90 Days Free Tech Support
Living Trust Plus™ Marketing System:
- Living Trust Plus™ Client Marketing Brochure
- Living Trust Plus™ Web Page
- Living Trust Plus™ Seminar Marketing system, including:
- Sample Newspaper Advertisement
- Customizable Powerpoint Presentation
- Powerpoint Presentation Script
- Video of Live Presentation
Living Trust Plus™ Attorney Membership Program Enrollment:
- Free membership for 90 days* in the Living Trust Plus™ Attorney Membership Program, which includes 4 Components:
-
Three Quick-Start Coaching Calls
Recordings of three live Group Coaching Calls (each approximately an hour in length) during which Evan Farr will teach you how to jump-start your marketing and use of the Living Trust Plus™ Asset Protection System. These coaching calls include all the questions asked by the original members of the Living Trust Plus™ Asset Protection Program, and all of Evan's answers.
-
LivingTrustPlus.com Consumer Web Site:
Your membership in the Living Trust Plus™ Attorney Membership Program includes an attorney listing on, and unlimited consumer leads from, the LivingTrustPlus.com consumer Web site. Your Web site listing will include:
- Firm name
- Firm Address
- Firm Telephone & Fax
- Hyperlinked e-mail
- Hyperlink to your existing firm Web site
- Firm description
- Individual attorney photo and biography
-
Private Attorneys-Only Member Forum:
Your membership in the Living Trust Plus™ Attorney Membership Program also includes unlimited access to the Private Attorneys-Only Member Forum on LivingTrustPlus.com. Evan Farr personally participates in the forum, along with all of the other Attorneys offering the Living Trust Plus™. You will have immediate access to all of the questions and answers that have already been posted on the Forum, plus the Forum is a place where you can get all of your additional questions answered at any time, and get all the guidance you need in connection with implementing the Living Trust Plus™ Asset Protection System. Questions on 18 different topics have already been asked answered on the Forum, including:
- When is the Gift Completed
- Separate Spousal Shares in the Joint Trust
- Disabled Trustee
- Veterans Benefit Qualification and Income Questions
- Trustee As Beneficiary
- Tax Changes for 2010 - Step-up in Basis
- Links to Listen to Replays of Group Coaching Calls
- Provision for Settlor’s Use of Real Estate
- Medicaid Estate Recovery
- Minor Beneficiaries
- Saturday Seminars
- Sample 1041 and How Best to Change Benes
- Income after the five year period and affect on Medicaid
- Living Trust Plus™ vs. Long Term Care insurance
- Medicaid Qualifying Trust
- Shortening the Trust Instrument
-
Free Ongoing Tech Support:
Your membership in the Living Trust Plus™ Attorney Membership Program also includes free ongoing tech support for the Living Trust Plus™ Asset Protection System and Document Assembly Software .
*After 90 days from the date of installation, the Living Trust Plus™ Attorney Membership Program is just $199 per month. You will be charged automatically, but you may cancel your membership at any time.
1-Year License $2,995
$1,049/month for 3 months Regular Price
Register Now to Buy Online
Fax Back Order Form
Deluxe Package
Everything in Standard Package, PLUS
EPDocs™ Estate Planning Document Assembly Software , fully integrated with the Living Trust Plus™ Asset Protection System .
- For WordPerfect or Word and HotDocs, including optional built-in automation through TimeMatters for current users of TimeMatters.
Allows you to produce the following additional documents:
- Basic Wills#
- Revocable Living Trusts (9 Different Versions)†
- Pour-Over Wills
- General Durable Power of Attorney (includes comprehensive Asset Protection Powers)
- Advance Medical Directive (includes Medical Power of Attorney and Long-Term Care Directive)
- Tangible Personal Property Directive
- Certification of Trust
- HIPAA Authorization
# Basic Will includes several important features not found in a Simple Will, such as: a Contingent Trust for Under-Age Beneficiaries and a Contingent Special Needs Trust for Disabled Beneficiaries.
† Nine Versions of Revocable Living Trust are: A-Single; A-Separate (Separate Trusts for H&W, no CST); A-Joint (Joint Trust for H&W, no CST); AB-Separate; AB-Joint (Automatic CST); ABD-Separate (Disclaimer-Funded CST); ABD-Joint (Disclaimer-Funded CST); ABC-Separate; ABC-Joint. All RLTs include: Contingent Trust for Under-Age Beneficiaries; Contingent Special Needs Trust for Disabled Beneficiaries to preserve entitlements and protect assets; optional Contingent Pet Trust (moral pet trust or true pet trust); optional Dynasty-type sub-trusts for all remainder beneficiaries, so each remainder beneficiary (including future generations if desired) will be protected from creditors, divorce, etc.
Please Note: The additional documents in the Deluxe Package were written for use in Virginia, with Virginia law in mind. Although there are no references to Virginia-specific law, these documents are not customized for other states. For attorneys in other states, you will need to make your own state-specific changes as desired.
1-Year License $4,995 Regular Price
$1,049/month for 5 months Regular Price
Register Now to Buy Online
Fax Back Order Form