Estate Planning Templates:
Last Will & Testament (with optional letter distributing items of personal property):
This versatile Will program allows the attorney 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. The attorney 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 program generates an accompanying side letter of instruction.
Revocable Trust:
Attorneys can draft a probate avoidance trust, a trust for minor children, or a Marital/Credit Shelter trust using this powerful program. Specific bequests can be set out in the trust to safeguard the client's privacy. Clients can choose a pot trust for minors that divides when the oldest reaches a required age or elect to divide the trust into separate shares immediately after the grantor's death. Where a Marital/Credit Shelter trust is desired, the attorney can pick the funding form–Disclaimer, Pecuniary Credit Shelter, Pecuniary Marital, or Fractional. All trusts automatically include Ohio Trust Code provisions required after 2007.
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. Attorneys can choose a springing power or generate an escrow letter, instructing the attorney 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 Healthcare Power of Attorney:
Consistent with Ohio law, these documents allow the client to select the individuals who may make medical decisions for him/her, set out the client's wishes with regard to artificially or technologically supplied nutrition or hydration, and designate whether or not the client wishes to register as an organ donor.