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Your Estate Plan Express license will allow you to quickly and accurately create the following documents:

Last Will & Testament (with optional letter distributing items of personal property): This versatile Will template allows you to draft a simple Will or a complicated one that includes such terms as an unlimited number of specific bequests (of cash, personal property, and/or real property), unequal distribution of the residue to individuals and/or entities, and the exercise of testamentary powers of appointment. You can name guardians, co-guardians, and successors, and identify those who can serve alone. For clients who wish for the privacy of distributing certain items of personal property under a letter, the template generates an accompanying side letter of instruction.

Revocable Trusts: These powerful templates allow you to draft probate avoidance trusts, trusts for minor children, or Marital/Credit Shelter trusts. All trust templates offer the same versatility and breadth of choices as the Will template, producing a customized product every time. Trust templates also include Ohio Trust Code provisions required after 2007.

Probate Avoidance Trust (Single or Joint Grantors)

You can draft a probate avoidance trust for one or joint grantors, or a trust to provide for minor children. Specific bequests can be set out in the trust to safeguard clients' privacy, letting the trust provide one consistent set of rules for estate distribution.

Marital/Credit Shelter Trust (Single Grantor)

This trust is a super-charged probate avoidance trust that includes federal estate tax planning. You select the funding form - Disclaimer, Pecuniary Credit Shelter, Pecuniary Marital, or Fractional.

Durable Power of Attorney (with optional Escrow Letter): This power of attorney is designed to allow the holder to handle all aspects of the client's affairs including, but not limited to, executing estate planning documents, authorizing the disclosure of health information protected under HIPAA, dealing with retirement plans, and making gifts. You can choose a springing power or generate an escrow letter, instructing you to hold the durable power of attorney until needed and setting out the names of the individuals to whom the durable power of attorney can be released, as well as the order in which these individuals may serve.

Appointment of Representative for Disposition of Bodily Remains: In compliance with Ohio Revised Code § 2108.70, this document allows the client to appoint a representative (and successor) to make funeral arrangements and dispose of his/her body, subject to the preferences the client sets out.

Living Will and Health Care Power of Attorney: Consistent with Ohio law, these documents allow clients to name agents to make their medical decisions, set out their wishes with regard to artificially or technologically supplied nutrition or hydration, and designate their wishes regarding organ donation.