ElderDocx™ -- Elder Law and Special Needs Document Drafting System

Click here to view a short demo.
For questions or to learn more, contact John Shickich (Director of Member Recruitment) by email or by phone at 888-789-9908 x85.

ElderCounsel’s Drafting System, ElderDocx™, puts a smart, efficient document creation and assembly process right at your fingertips. The software will help you generate a wide array of Elder Law documents.

Included in Current Release:
  • Medicaid Asset Protection Letter
  • General Client Letters
    • Initial Consultation Letter
    • Post-Consult Letter, Not Retained
    • Post-Consult Letter, Retained
  • Client Questionnaires
    • Elder Law Questionnaire
    • Veterans Benefits Questionnaire
  • Fee Agreements
    • Long and Short Fee Agreements
    • Fee Agreement Cover Letter
  • EC Caregiver Agreement™ Documents
    • Caregiver Agreement
    • Care Log
    • Letter to Caregiver
    • Affidavit of Caregiver
  • EC Medicaid Asset Protection Trust™ Documents
    (including instructions on drafting a trust for VA purposes)
    • Medicaid Asset Protecton Trust (Indiv/Joint)
    • Trust Summary and Funding Letter
    • Certification of Trust
    • Assignment of Personal Property 
  • Third-Party Supplemental Needs Trust Documents
    • Third-Party Supplemental Needs Trust
    • Certification of Trust
  • Self-Settled Special Needs Trust Documents
    • Self-Settled Special Needs Trust
    • Certification of Trust
  • Sole Benefit Trust Documents
    • Sole Benefit Trust
    • Certification of Trust
  • EC Promissory Note™ Documents
    • Note Calculator
    • DRA-Compliant Promissory Note
    • Client Data Report
    • Amortization Schedule
    • Letter to Borrower
  • Revocable Living Trust and Companion Will Documents
    • Individual Revocable Living Trust
    • Joint Revocable Living Trust
    • RLT Companion Will
    • Funding Instructions
    • Personal Property Memorandum
    • Certification of Trust
    • Assignment of Personal Property
  • Standalone Will Documents
    • Standalone Will
    • Personal Property Memorandum
  • EC Medicaid GRAT™ Documents
    • Annuity Calculator
    • Sample Medicaid GRAT
  • Health Care Documents
    • Living Will
    • Nonstatutory Health Care Power of Attorney
    • State Statutory Health Care Documents
      (AL|AK|AZ|CA|CO|FL|GA|IL|LA|NV|NY|OH|OK|SC|TX|WA|WI)
  • Nonstatutory Durable Financial Power of Attorney
  • State Statutory Powers of Attorney with Enhanced Powers
    (AK|CA|CO|GA|IL|MN|NY|OH|OK|TX)
  • Links to Online Legal and Software Resources
Planned for Future Releases:
  • Additional Client Letters
  • Medicaid Agency Letters
  • Medicaid Applications
  • Partnership Medicaid Trust
  • Client Medicaid Letters
  • Medicaid Application Documents
  • Private Annuity
  • Automated Medicaid GRAT
  • Payback Trust
  • Care Trust for Long Term Care Planning
ElderDocx is a continually evolving system, adding more content and state-specific information with each update.

System Requirements: Windows XP, Windows Vista, or Windows 7, and Word 2003 or later. The required version of HotDocs Player changes from time-to-time and is installed during the ElderDocx installation or update.