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This is pre-August 2014 Version Information. For post Aug 2014 see ElderDocx® Change History

2014.03 (May 11, 2014)

**NEW** Added new Multi-Document Assembly functionality.

ENHANCEMENT: Added a Tax Filings insert to the Portfolio Inserts that is available when selecting “Other” for the Portfolio tab set field.

ENHANCEMENT: Added optional homestead provisions to the First-Party Special Needs Trust. (Modified file: ED_SNT_07_distributions.rtf)

ISSUE: In the Joint Revocable Living Trust, when including marital deduction planning provisions and the spousal SNT is not forced, and when selecting “All to Marital Share (No Disclaimer)” for the Marital/Non-Marital division field and “In a QTIP Trust” for the Marital Share option field, then the marital division article incorrectly distributes the deceased spouse’s share to the Survivor’s Trust, when it should have been to the Marital Trust. And with no marital deduction planning, no forced spousal SNT, and all to bypass trust, the sections for marital division and disclaimer planning appear in the marital division article when it should not.

RESOLUTION: Corrected the template logic. (Modified file: ED_marital division.rtf)

MISCELLANEOUS:

  1. In the Joint Revocable Living Trust and Standalone Will, in the Remote Contingent Distribution article, when selecting to disinherit children, changed the last phrase of the article from “deemed to have predeceased me” to “deemed to have predeceased both of us.” (Modified file: ED_W_09_remote contingent distribution.rtf)
  2. In all trusts, in the trust execution and attestation provisions, for consistency, removed “the” before “Grantor” (or whatever word is used for the grantor) wherever it appeared. (Modified file: ED_trust execution and attestation.rtf)
  3. In the Revocable Living Trust and Standalone Will, in the specific distribution provisions, for consistency with other parts of the same template, removed “then” in sentences like, “If the beneficiary is not then living, *then* . . . .” (Modified file: ED_specific distribution.rtf)
  4. In the Trust Summary and Funding Letter for the MAPT, in paragraph IV.A, INCOME TAX RETURNS, changed the language to clarify the income tax filing process by the trustee and grantor. (Modified file: ED_MAPT_funding letter.rtf)

2014.02 (March 18, 2014)

**NEW**  Added Fiduciaries Report that assembles a listing of the fiduciaries serving for each of the documents for which the selected person or couple is a grantor or principal, the options for which are on the now renamed Names and Fiduciaries Reports dialog.

**NEW**  Added Portfolio Inserts that assembles a set of cover pages for various sections of a planning portfolio, the options for which are on a new Portfolio Insters dialog.

ENHANCEMENT:  In the Trust Summary and Funding Letter for the MAPT and VAPT, added language about potential difficulty in obtaining new loans and refinances on property held in the trust.  (Modified file: ED_MAPT_funding letter.rtf)

ENHANCEMENT:  In the Joint Revocable Living Trust, when leaving the residence to the spouse, modified the language to distribute the residence to the Survivor’s Trust under the Joint RLT, instead of to the surviving spouse outright.  (Modified file: ED_W_02_specific and general gifts.rtf)

ISSUE:  In the Medicaid Asset Protection Trust and the Veterans Asset Protection Trust, in the Trust Estate and Trust Property subsection of the Definitions section of the General Provisions article, a reference to community property appears when it should not.
RESOLUTION:  Corrected the language in the template.  (Modified file: ED_MAPT_10_general provisions.rtf)

ISSUE:  In all trusts and wills, in the second half of the second sentence of the second paragraph of the Division of My Estate [or Trust] section of the residuary distribution article, the under age beneficiary age of 25 appears instead of the age entered as the under age beneficiary age.
RESOLUTION:  Corrected the template language.  (Modified file: ED_W_08_residuary distribution.rtf)

ISSUE:  In the Sole Benefit Trust, in the prefatory language to Article One, when the beneficiary is the spouse or a blind or disabled child, language appears about the beneficiary being disabled and under the age of 65, when it should not.
RESOLUTION:  Corrected the template logic.  (Modified file: ED_SNT_01_establish trust.rtf)

ISSUE:  In the Sole Benefit Trust, when selecting to include early termination provisions, it was possible to have the trust assets paid to someone other than the beneficiary, which could be an issue as it relates to the sole benefit rule.
RESOLUTION:  Modified the interview and template logic.  (Modified file: ED_SNT_08_provision for changed circumstances.rtf)

MISCELLANEOUS:
1.  Corrected issue in the interview where changing the name of the document set on the Edit Document Set Information dialog would not stick.
2.  Added comma between “discretion” and “may” in last paragraph of the Distributions of Principal section of the marital trust article template (“Trustee, in my Trustee’s discretion, may”).  (Modified file: ED_W_05_marital trust.rtf)
3.  In the Names Report, removed the answer file name and file path from the top of the report in favor of the same information in the footer, and made the same optional.  (Modified file: ED_names report.rtf)

2014.01 (February 9, 2014)

**NEW**  Added Names Report that assembles a document listing information entered for names in an answer file that are designated as a person (not trusts or entities).

**NEW**  Added ISM Reporting Letter to the SNT document sets.

**NEW**  Added Letter to Trustee re Duty to Report to the SNT document sets.

**NEW**  Added Self-Settled SNT Checklist to the Self-Settled Special Needs Trust document set.

ENHANCEMENT:  In the Trustee Instruction Letter, modified the ISM description and example to be consistent with the Letter to Trustee re Duty to Report, and added a paragraph at the end of E. Distributions from the Trust related to distributions for beneficiaries receiving SSDI only (as opposed to SSI).  (Modified files: ED_SNT_trustee instruction letter.rtf) (New File: ED_SNT_ism description and example.rtf).

ENHANCEMENT:  Updated the Texas Statutory Durable Power of Attorney and Texas Statutory Medical Power of Attorney to comply with 2014 statutory changes.  (Modified files: tx_dpoa2.rtf; tx_hcpoa.rtf)

ENHANCEMENT:  Made technical corrections to the Florida-Compliant Durable Power of Attorney to comply with statutory changes.  (Modified files: dpoa.rtf; dpoa-giftsplitting.rtf; fl_dpoa_affidavit2.rtf)  Click here for details.

ENHANCEMENT:  Added option for the notary commission expiration date to be “Never” or “Permanent,” producing “My commission never expires” or “My commission is permanent,” respectively.  (Modified file: notarysignature.rtf)

ENHANCEMENT:  In the Medicaid Asset Protection Letter and VA Asset Protection Letter, modified the excess assets strategy to enter into a personal care contract such that it can be used for both a preplanning and immediate eligibility case, and can reflect either an hourly or lump-sum contract.  (Modified file: ED_APPL_personal care contract.rtf)

ENHANCEMENT:  In the Trust Amendment, added option to incorporate a no-contest clause related specifically to contesting the amendment, as a trust’s no-contest clause does not necessarily extend to amendments.  (Modified files: ED_MAPT_10_general provisions.rtf; ED_trust amendment) (New file: ED_no contest clause.rtf)

ENHANCEMENT:  Updated VA and state-specific Medicaid figures for 2014.  (Modified file: ED_APPL_add_va pension benefits.rtf)

ISSUE:  In the Standalone Will, when selecting the option for residuary distribution to be handled by the personal representative on the Allocation of the Residuary Estate dialog, the assembled document language is somewhat unclear as to whether it is the personal representative of the trustee who is administering the testamentary trusts.
RESOLUTION:  Corrected the assembly logic and language in the template.  (Modified file: ED_W_08_residuary distribution.rtf)

ISSUE:  In the Standalone Will, when selecting the option for residuary distribution to descendants in trust, same terms for each, outright at a stated age, while the assembled document is clear that the share for a beneficiary who is over the stated age is to be distributed outright, it is somewhat unclear that a share held in trust for a beneficiary under the stated age should terminate at the stated age.
RESOLUTION:  Corrected the language in the template.  (Modified file: ED_W_08_residuary distribution.rtf)

ISSUE:  In the EC Medicaid Asset Protection Letter and the MAPT/VAPT Trust Summary and Funding Letter, references to 60-month lookback in incorrect for transfers to trusts in California.
RESOLUTION:  Corrected the language in the templates.  (Modified files: ED_APPL_add_as_map trust.rtf; ED_APPL_add_as_transfers subject to penalty.rtf; ED_APPL_create map trust.rtf; ED_APPL_outright gifts.rtf; ED_MAPT_funding letter.rtf)

ISSUE:  In the interview and assembled documents, when selecting to disinherit a child, the child still appears in the dialogs for the children’s shares when selecting to distribute the residuary to descendants in trust, separate shares for each child.
RESOLUTION:  Corrected the interview and template logic.  (Modified file: ED_family information content.rtf)

ISSUE:  In the MAPT/VAPT Pour-Over Will, the contest clause does not merge.
RESOLUTION:  Corrected the template logic.  (Modified file: ED_MAPT_10_general provisions.rtf)

ISSUE:  In the Standalone Will, retirement account conduit trust provisions appear for the marital trust when structured as a QTIP, which could lead to excess distributions from the trust for benefits purposes when required minimum distributions from the retirement accounts exceed QTIP income.
RESOLUTION:  Made the conduit trust provisions optional.  (Modified file: ED_W_11_trust administration.rtf)

MISCELLANEOUS:
1.  In the Self-Settled Special Needs TrustThird-Party Supplemental Needs Trust, and Sole Benefit Trust, when selecting the discretionary distribution option, added “Except as provided in Section 1.05 below” to the beginning of the Duty to Supplement and Not Supplant Government Benefits section in the Distributions During [Beneficiary’s] Lifetime article (Section 1.05 is “Discretionary Distributions”).  Modified file: ED_SNT_07_distributions.rtf)
2.  In the Qualified Income Trust for Florida, resolved an issue where a county rejected a QIT because the payback was to the Department of Children and Families (DCF), rather than to the state.  (Modified file: ED_QIT_termination.rtf)
3.  Eliminate the listing of additional beneficiaries from the MAPT/VAPT Pour-Over Will and the RLT Companion Will (when structured as a pour-over will).  (Modified file: ED_family information content.rtf)
4.  In the Self-Settled Special Needs Trust, modified language about the trust intent to remove references to support and maintenance (although the references weren’t harmful to the trust, they could raise unnecessary questions).  (Modified file: ED_SNT_01_establish trust.rtf)
5.  In the EC Veterans Asset Protection Trust, modified the Purchase of Real Estate subsection of the Limitation on My Trustee’s Powers section of the My Trustee’s Powers article to eliminate references to “for my use” (at best, it’s superfluous, and at worst, it causes an issue when the right to reside in the residence was not retained) and to say that it “becomes property of the Residence Trust” rather than “must be held in the Residence Trust” (a nuance that makes it happen by operation of the trust rather than by action of the trustee).  (Modified file: ED_MAPT_09_trustee powers.rtf)

2013.04 (October 28, 2013)

NOTE:  The following new documents and enhancements to ElderDocx are also included in EC Special Needs Planning System.

**NEW**  Added new documents to the Third-Party Supplemental Needs Trust Documents document set:
— Trustee Instruction Letter
— Grantor Trust Letter
— CPA Letter
— Third-Party Trust Letter to SSA/Medicaid
— Qualified Disability Trust Letter
— SNT Donor Letter

**NEW**  Added new documents to the Self-Settled Special Needs Trust Documents document set:
— Trustee Instruction Letter
— Grantor Trust Letter
— d4A Letter to SSA/Medicaid
— CPA Letter
— Landlord Letter re Section 8 Housing and d4A
— Qualified Disability Trust Letter
— Notice of Beneficiary’s Death

**NEW**  Added new Self-Settled Special Needs MSA Trust Documents document set, which includes the following documents:
— Self-Settled Special Needs MSA Trust (with Medicare Set-Aside provisions)
— Certification of Trust
— Trust Amendment
— Trustee Instruction Letter
— Grantor Trust Letter
— d4A Letter to SSA/Medicaid
— CPA Letter
— Landlord Letter re Section 8 Housing and d4A
— Qualified Disability Trust Letter
— Notice of Beneficiary’s Death

**NEW**  Added new Special Needs Intake and Other Documents document set, which includes the following documents:
— 3rd-Party SNT Client Questionnaire
— Nomination of Guardian/Conservator
— Pooled Trust Reporting Letter

ENHANCEMENT:  Made numerous changes to the Third-Party Supplemental Needs Trust, including Advisory Committee Chairperson provisions and an option to exclude all tax-protective provisions throughout the trust.

NOTE:  Due to an oversight, the remaining 2013.04 version information was not reported here until May 10, 2014.

**NEW**  Added Pennsylvania Statutory Durable Health Care Power of Attorney.

ENHANCEMENT:  Added an option for stipend to parent as caregiver to the non-court ordered Self-Settled Special Needs Trust (it had already been an option in the court-ordered document).

ENHANCEMENT:  In the grantor trust provisions, added provisions for income tax reimbursement for trust income reported by the grantor.

ENHANCEMENT:  In the letters, if you enter “To Whom it May Concern” in the salutation field, the word “Dear” will not be included in the salutation of the assembled letter.  (Modified file: TC_CL_master.rtf)

ENHANCEMENT:  In the Revocable Living Trust, in the Establishing My Trust article, in the Transferring Property to My Trust section, and in Schedule A, added language related to tenancy by the entirety property retaining its character to the extent state law allows.  (Modified file: ED_RLT_01_establish trust.rtf; ED_schedule A.rtf)

ENHANCEMENT:  Added survivorship presumption provisions to the Medicaid Asset Protection Trust and Veterans Asset Protection Trust.  (Modified file: ED_MAPT_10_general provisions.rtf)

ENHANCEMENT:  In the Revocable Living Trust, in the Administtration Upon My Death article, in the Payment of My Claims and Expenses, added the last paragraph: “By authorizing my Trustee to make payments described in this Section, I do not thereby waive any statutory or common law exemption afforded to any asset from satisfaction of such payments (for example, from life insurance proceeds payable to my trust).”  (Modified file: ED_RLT_05_admin after death.rtf)

ENHANCEMENT:  In the Medicaid Asset Protection Trust and the Veterans Asset Protection Trust, added an option to forbid loans to the grantor when including the lending power.  (Modified file: ED_lending power.rtf)

ISSUE:  In the Standalone Will, when selecting to use short form or statutory powers, questions about how a testamentary power of apointment could be exercised and about income and principal adjustments, but no provisions related to those choices would merge in the doucment.
RESOLUTION:  Corrected the template logic to merge the omitted provisions.  (Modified file: ED_W_12_general administrative provisions.rtf)

ISSUE:  In the Medicaid Asset Protection Trust and the Veterans Asset Protection Trust, in the grantor trust power to add charitable beneficiaries, the power holder has the power to add beneficiaries, but does not have the power to make distributions to the beneficiary, which is reserved to the trustee, and because the trustee could be an adverse party, grantor trust status may not be assured under IRC 674(a).
RESOLUTION:  Changed the template language to give the power holder the power to direct the trustee to make distributions to the added charitable beneficiaries.  (Modified file: ED_MAPT_08_trust administration.rtf)

ISSUE:  In the Veterans Asset Protection Trust, when selecting to include the Residence Trust, along with the right to reside in the residence and the alternate occupancy language for expanded estate recovery states, the language that appears in the Administration While I am Living article, in the Residence and Distribution Provisions section, in the Residence Provisions subsection does not reflect the alternate language.
RESOLUTION:  Corrected the template.  (Modified file: ED_MAPT_03_administration while living.rtf)

ISSUE:  In all Trusts and Wills, the provisions restricting adjustments of principal to income (now in the Trust Administration article, in the Determination of Income and Principal section of most trusts other than the d4A, and in the Powers and Duties of Trustee article, in the Investment powers section, in the Power to Allocate to Principal and Income subsection of the d4A, and in the General Administrative Provisions article, in the Determination of Principal and Income section of the Standalone Will), only apply to adjustments of principal to income, and not of income to principal, which could also be problematic.
RESOLUTION:  Changed the template language to restrict both principal-to-income and income-to-principal adjustments if doing so would impact benefits.  (Modified files: ED_MAPT_08_trust administration.rtf; ED_RLT_admin and powers.rtf; ED_SNT_12_trust administration.rtf; ED_SNT_13_trustee powers.rtf; ED_SNT_06_powers and duties.rtf; ED_W_11_trust administration.rtf; ED_W_12_general administrative provisions.rtf; ED_contingent snt.rtf)

MISCELLANEOUS:
1.  In the Trust Protector provisions for most documents, in the Power to Amend subsection, changed “correct ambiguities, including scrivener errors” to “correct ambiguities and scrivener errors,” and removed “that affect trust administration” from the end of “reflect tax and other legal changes.”  (Modified file: ED_trust protector.rtf)
2.  In all documents, adjusted the firm footer margins to allow the footer to extend beyond the text body. This change affected numerous templates.
3.  In the MAPT and VAPT, when the planning state is California, made the time to object to accountings 180 days.  (Modified file: ED_MAPT_08_trust administration.rtf)
4.  In the Nonstatutory Durable Financial Power of Attorney, in the General Powers article, in the Real Property Management section, added “(v) execute occupancy agreements on my behalf.”  (Modified file: dpoa.rtf)
5.  In the Trust Summary and Funding Letter for the MAPT and VAPT, in paragraph III.B, modified the period of ineligibility for California from 60 months to 30 months.  (Modified file: ED_MAPT_funding letter.rtf)

2013.03 (June 17, 2013)

ENHANCEMENT:  ElderDocx is now compatible with HotDocs Player 11 and Microsoft Word 2013.

ENHANCEMENT:  In the EC Promissory Note, added options and language to calculate the penalty period begin date and report it in the output of the calculator, in the printed reports, and in the letter to the borrower.  (Modified files: ED_PN_calculator client summary.rtf; ED_PN_calculator data.rtf; ED_PN_letter to borrower.rtf)

ENHANCEMENT:  In the HIPAA Authorization, added ability for document to be signed by Health Care Agent when the principal is incapacitated. .  (Modified file: File name.rtf)

ENHANCEMENT:  In the Revocable Living Trust, in the Trustee Succession article, added new Definition of Incapacity section to avoid confusion with the section by the same name in the Administration While Living article.  (Modified file: ED_RLT_03_trustee succession.rtf)

ENHANCEMENT:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, in the General Provisions article, in the Definitions section, added a definition for Community Property and added Wisconsin-specific “marital property” language when the planning state is Wisconsin.  (Modified files: ED_MAPT_10_general provisions.rtf; ED_W_15_general provisions.rtf; ED_schedule a.rtf)

ISSUE:  In the Revocable Living Trust, when assembling the RLT Companion Will before assembling the RLT, the GST trust division power option on the Trust Administration and Trustee Powers dialog of the Revocable Living Trust interview would be set to “Yes,” even if prevously set to “No.”
RESOLUTION:  Corrected the interview and assembly logic.

MISCELLANEOUS:
1.  In the Nonstatutory Health Care Power of Attorney, when the planning state is California, changed the word “Guardian” to “Conservator” in template Section 3.02.  (Modified file: hcpoa.rtf)
2.  In the Nonstatutory Durable Financial Power of Attorney, in the General Powers article, in the My Spouse section, added transmutation to the list of actions that may be taken on behalf of the principal.  (Modified file: dpoa.rtf)
3.  In the Medicaid Asset Protection Trust, in the Administration While Living article, corrected a cross-reference error caused by misplaced logic and headings.  (Modified file: ED_MAPT_03_administration while living.rtf)
4.  In the Trust Summary and Funding Letter for the MAPT and VAPT, removed the first sentence of paragraph III.B when the planning state is California to account for stacked gifting.  (Modified file: ED_MAPT_funding letter.rtf)
5.  In the Funding Instructions for the RLT, moved “Funding Instructions” from the second line of the title to the first line so that when the file is first saved after assembly, the default file name will be “Funding Instructions” instead of the name of the trust.  (Modified file: ED_RLT_funding instructions.rtf)

2013.02 (May 6, 2013)

ENHANCEMENT:  In the MAPT and VAPT Trust Summary and Funding Letter, in part III.E.1 (“Limited Power of Appointment”), added specific language about basis adjustment in a joint trust; and in parts III.E.1 and part V, changed “Special Power of Appointment” to “Limited Power of Appoointment” for consistency with the trust.  Click here for details.

ENHANCEMENT:  In the MAPT and VAPT Trust Summary and Funding Letter, in part III.F.1 (“Real Property”), and in the RLT Funding Instructions, in the Real Property provision under the Instructions for Transferring Specific Assets area, added paragraph about retitling property insurance.  Click here for details.

ENHANCEMENT:  In the Veterans Asset Protection Trust, added options for the grantor trust power for the Residence Trust (prior versions had no options and gave the grantor the power to add charitable beneficiaries); and in the Medicaid Asset Protection Trust, added the option for the grantor to hold the power to add charitable beneficiaries.  (Modified files: ED_MAPT_08_trust administration.rtf; ED_MAPT_03_administration while living.rtf)

ENHANCEMENT:  In the short Self-Settled Special Needs Trust, in the Powers and Duties of Trustee article, in the Duty to Notify State section, added “a change in situs of the trust” as an optional notification event.  (Modified file: ED_SNT_06_powers and duties.rtf)

ENHANCEMENT:  In the Financial Powers of Attorney, in the Trusts enhanced power, modified the language to clarify that the power to create and fund inter vivos trusts includes trusts “of any type, whether revocable or irrevocable, and whether or not [the principal is] a beneficiary.”  (Modified file: DPOA-Trusts.rtf)

ISSUE:  In the MAPT and VAPT Trust Summary and Funding Letter, in parts III.B and III.F.1, when the state is a DRA state with a phased-in lookback period, the language uses the phased-in lookback period when discussing transfers to trusts, rather than the 60-month lookback period that applies to transfers to trusts.
RESOLUTION:  Corrected the language.  Click here for details.

ISSUE:  In the Qualified Income Trust, when including Trust Protector provisions, the Power to Amend does not include a restriction from making amendments that would cause the trust to fail as a QIT.
RESOLUTION:  Added the restricting language.  Click here for details.

ISSUE:  In the short form Mediciad Asset Protection Trust, subtrust Trustees specified in the interview do not appear in the assembled document.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the Standalone Will, when there are no ongoing trusts, the Spendthrift Provision section in the General Administrative Provisions article, and the Incapacity definition in the General Provisions article do not appear (even thought the contingent SNT is a discretionary trust, spendthrift provisions are generally thought to be valuable in UTC states, and the incapacity definition is important because of references to incapacitated beneficiaries in the underage and incapacitated beneficiaries provisions).
RESOLUTION:  Modified the template logic so the provisions always merge.  (Modified files: ED_W_12_general administrative provisions.rtf; ED_W_15_general provisions.rtf)

ISSUE:  In the Nonstatutory Financial Durable Power of Attorney, when selecting to include the Acceptance by Agent, which is designed to be signed at a later time by the Agent, and which, therefore, does not include the date of signing in the merged document, nonetheless includes the date of signing in the notary block.
RESOLUTION:  Corrected the template logic.  (Modified file: DPOA.rtf)

MISCELLANEOUS:
1.  In the Medicaid Asset Protection TrustVeterans Asset Protection TrustRevocable Living TrustRLT Companion Will, and Standalone Will, in the residuary distribution provisions, changed “an existing trust” to “a trust not created under this document” to avoid the argument that a general needs trust specified in the sections that follow is “an existing trust.”  Click here for details.
2.  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust, in the My Trustee’s Powers article, in the Power to Appoint in Further Trust (Trust Decanting) section, changed “trustee” to “decanting trustee” for clarity.  Click here for details.
3.  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust, in the Trustee Succession article, in the Appointment of Indpendent Special Trustee section, added language to clarify that an appointment can be made if a provision of the trust requires an Independent Trustee to act.  Click here for details.
4.  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust, in the My Trustee’s Powers article, in the Residences and Tangible Personal Property section, modified some language to apply to any beneficiary and not just lifetime beneficiaries.  Click here for details.
5.  Corrected an issue that in some limited circumstances prevented the witness jurats from appearing in trust documents.  (Modified files: ED_trust execution and attestation.rtf;witnessblock.rtf)
6.  Removed an extra period that merged in the changed circumstances provisions.  (Modified file: ED_SNT_08_provision for changed circumstances.rtf)
7.  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust, in the General Provisions article, in the Distribution Trustee definition, removed the word “discretionary” from the phrase “A Distribution Trustee’s authority is limited to discretionary distributions . . .” because the Distribution Trustee could be responsible for mandatory income distributions.  Click here for details.
8.  Fixed an issue where the definition of “Incapacity” merged with 1st-party voice, even in documents where 3rd-party voice is allowed.  (Modified file: ED_incapacity.rtf)
9.  Corrected some miscellaneous subject-verb agreement issues.  (Modified files: ED_APPL_va irrevocable trust.rtf; ED_APPL_excess income.rtf; ED_APPL_create map trust.rtf)
10.  In the Financial Powers of Attorney, in the Government Agencies and Benefits enhanced power, added the state-specific Medicaid nomenclature (for example, “Medi-Cal”) to the list of agencies and programs.  (Modified file: DPOA-GovernmentAgenciesAndBenefits.rtf)

2013.01 (February 19, 2013)

ENHANCEMENT:  Added new QIT Funding and Trustee Instructions to the Qualified Income Trust (Miller Trust) document set.

ENHANCEMENT:  Added new Georgia Approved QIT Templates 1–3 to the Qualified Income Trust (Miller Trust) document set.

ENHANCEMENT:  Added new Texas Sample QIT to the Qualified Income Trust (Miller Trust) document set.

ENHANCEMENT:  In the ElderCounsel QIT, added new dialog and language for the Termination Provision, which generates either general or specific instructions for state reimbursement.

ENHANCEMENT:  Added new North Carolina Statutory Health Care Power of Attorney and North Carolina Statutory Advance Directive for a Natural Death (“Living Will”) to the Health Care Documents document set.

ENHANCEMENT:  Added new North Carolina Statutory Short Form General Power of Attorney to the Financial Powers of Attorney document set.

ENHANCEMENT:  Added new Rhode Island Statutory Form Durable Power of Attorney for Health Care and Rhode Island Statutory Declaration Relating to Use of Life Sustaining Procedures to the Health Care Documents document set.
ENHANCEMENT:  Added new Rhode Island Statutory Short Form Power of Attorney to the Financial Powers of Attorney document set.

ENHANCEMENT:  Added new Alabama Statutory Power of Attorney and Alabama Statutory Agent’s Certification to the Financial Powers of Attorney document set.

ISSUE:  In the Pour-Over Will for the Individual (NOT Joint) Medicaid Asset Protection Trust and Veterans Asset Protection Trust, when the testator is female, the option to use “testatrix” rather than “testator” does nothing—”testator” always merges into the document.
RESOLUTION:  Corrected the assembly logic.

ISSUE:  In the Medicaid Asset Protection Trust, and Veterans Asset Protection Trust, when the remainder beneficiary is a charity, lapse provisions were not merging correctly.
RESOLUTION:  Corrected the template language.  (Modified file: ED_MAPT_04_administration of remainder.rtf)

MISCELLANEOUS:
1.  In all trust documents except the QIT, added computer-based training to the definition of education.  Click here for details.
2.  In the First-Party Special Needs Trust, modified trust protector and trustee compensation provisions related the POMS and family travel expenses.  (Modified files: ED_SNT_03_trustee succession.rtf; ED_trust protector.rtf)
3.  Updated the VA Pension Benefits chart in the Addendum to the Medicaid Asset Protection Letter with the 2013 pension benefit figures.  (Modified file: ED_APPL_add_va pension benefits.rtf)

2012.08 (December 11, 2012)

ENHANCEMENT:  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust document sets, added new Pour-Over Will document.

ENHANCEMENT:  In the RLT Companion Will and MAPT/VAPT Pour-Over Will, relocated the Informal Proceedings provision from the Administration article to the Personal Representative and Disposition of Estate article.
Also, duplicated the No Bond provision that appears in the Administration article in the Personal Representative and Disposition of Estate article with language specifically applying it to the personal representative.  (Modified files: ED_RLT_will_executor and disposition.rtf; ED_RLT_admin and powers.rtf)  Click here for details.

ENHANCEMENT:  In the Financial Powers of Attorney document set, added new Michigan statutory Agent’s Certification and Acceptance of Authority document.  (New file: MI_dpoa_certification.rtf)

ENHANCEMENT:  In the Nonstatutory Durable Financial Power of Attorney, when the planning state is Pennsylvania, added statutory notice at beginning of document and relocated the Maine statutory notice to its own template.  Also added new Pennsylvania statutory Agent’s Acknowledgment document.  (Mofified file: DPOA.rtf)  (New files: DPOA_PA_Notice.rtf; DPOA_ME_Notice.rtf; PA_dpoa_certification.rtf)  Click here for details.

ENHANCEMENT:  In the Nonstatutory Durable Financial Power of Attorney, added an option to list real property on a Schedule A.  (Modified files: DPOA.rtf; CA_dpoa2.rtf)  (New file: DPOA_schedule a.rtf)  Click here for details.

ENHANCEMENT:  Added new option to include the notary registration number beneath the notary signature line.  (Modified file: notarysignature.rtf)

ISSUE:  In the VAPT/MAPT Trust Summary and Funding Letter, a paragraph stated, “your property will be administered for your benefit while you are living,” which is inacurate for the VAPT (except for the Principal Residence) and MAPT (when not retaining an income interest).

RESOLUTION:  Modified the language in all cases to state, “while you are living, the assets that you fund into the Trust will be administered for the trust beneficiaries according to your instructions in the Trust.”  (Modified file: ED_MAPT_funding letter.rtf)  Click here for details.

ISSUE:  In all documents that include a Family Information provision, when the principal party is widowed, and when selecting to recognize the deceased spouse in the provision, and when the date of marriage is not answered, ***junk*** appears in the merged provision.
RESOLUTION:  Updated template so the date of marriage is only referenced if it is answered.  (Modified file: ED_family information content.rtf)  Click here for details.

ISSUE:  In the Revocable Living Trust, when selecting to name trustees separately for subtrusts, junk would appear in the document after the list of trustees for each subtrust.
RESOLUTION:  Corrected the assembly logic.

ISSUE:  In the Revocable Living Trust interview, on the Spousal Distribution Options dialog, when selecting “To the Residuary Distribution provisions” for the Non-Marital Share option field, in some cases, the option “To Assemble a Plan Summary to Word” does not appear at the bottom of the dialog.
RESULUTION:   Corrected the interview logic.

ISSUE:  In the Caregiver Agreement, when selecting to provide services in a nursing home setting, some duplicative services were included in the agreement when they should not have.
RESOLUTION:  Corrected the template logic.  (Modified file: ED_CA_agmt.rtf)  Click here for details.

MISCELLANEOUS:
1.  In the Health Care Power of Attorney, fixed a bug that prevented the notary block for the second witness from merging.  (Modified file: HCPOA.rtf)  Click here for details.
2.  In the Nonstatutory Durable Financial Power of Attorney, fixed a bug that caused ***junk*** to appear below the agent signature line in the Acceptance by Agent area.
3.  In the Fee Agreement, fixed a bug that in some circumstances prevented the Medicaid Office Name from merging, even though it was answered in the Case Information dialog.
4.  In the Standalone WillRLT Companion Will, and MAPT/VAPT Pour-Over Will, when the planning state is Georgia, added an option for a Georgia-specific No Bond, Inventory, or Annual Reports provision.  (Modified files: ED_RLT_will_executor and disposition.rtf; ED_RLT_admin and powers.rtf; ED_W_12_general administrative provisions.rtf)  Click here for details.
5.  In the Standalone WillRLT Companion Will, and MAPT/VAPT Pour-Over Will, added the signing date to the first paragraph of the document.  (Modified files: ED_RLT_will_01_will declaration.rtf; ED_W_will.rtf)  Click here for details.
6.  In the Standalone WillRLT Companion Will, and Revocable Living Trust, in the Bypass Trust article, changed “if at the time of funding” to “if upon funding” for consistency.  (Modified file: ED_W_06_bypass trust.rtf)
7.  In the Standalone Will, when including marital deduction planning, and when selecting the option to hold the Marital Share in a QTIP trust, added the words “or anytime thereafter” to the language triggering the spousal SNT provisions.  (Modified file: ED_W_05_marital trust.rtf)  Click here for details.
8.  In the Caregiver Affidavit, changed the word “computation” to “compensation” in paragraph #12 of the template.  (Modified file: ED_CA_caregiver affidavit.rtf)

2012.07 (September 30, 2012)

ENHANCEMENT:  In the Self-Settled Special Needs Trust and the Sole-Benefit Trust, created a new option for whether or not to merge the “laundry list” of examples of special needs in the Definition of [Beneficiary’s] [Special or Supplemental] Needs article. In the Short d4A, selecting this option removes the article entirely and places a Special Needs definition in the Miscellaneous Definitions section of the Miscellaneous Provisions article.  (Modified files: ED_SNT_trust.rtf; ED_SNT_06_definition of special needs.rtf; ED_SNT_08_miscellaneous.rtf) Click here for an article addressing the pros and cons of each approach.

ENHANCEMENT:  In the Self-Settled Special Needs Trust (Short version), Distributions During [Beneficiary’s] Lifetime article, Maintenance of Contact with Family Members section, removed the language allowing payment of lodging and transportation of family and friends, replacing it with language requiring distributions to “comply with the provisions of SSA POMS Section SI 01120.201F”; removed the interview question making the provision optional and made it contingent on including the “laundry list” of special needs (see ENHANCEMENT above).  Click here for details.

ENHANCEMENT:  In the Self-Settled Special Needs Trust (Long version) and the Sole-Benefit TrustDistributions During [Beneficiary’s] Lifetime article, Support Family Activities section, removed the language allowing use of funds for family to visit the beneficiary, replacing it with language requiring distributions to “comply with the provisions of SSA POMS Section SI 01120.201F.”  Click here for details.

ENHANCEMENT:  In the Self-Settled Special Needs Trust (Long version) and the Sole-Benefit TrustDefinition of [Beneficiary’s] [Special or Supplemental] Needs article, Examples of Social Needs section, removed language allowing payment for a companion or attendant.  Click here for details.

ENHANCEMENT:  In the Self-Settled Special Needs Trust (Short version), Definition of [Beneficiary’s] Special Needs article, Enrichment Items and Activities section, added language to three of the enumerated items so that they are subject to the provisions of the Maintenance of Contact with Family Members section of the Distributions During [Beneficiary’s] Lifetime article.  Click here for details.

ENHANCEMENT:  In the Self-Settled Special Needs Trust (Long version) and the Sole-Benefit Trust, relocated the Examples of Residential Needs and Examples of Professional Service Needs sections from the Definition of [Beneficiary’s] [Special or Supplemental] Needs article to the Distributions During [Beneficiary’s] Lifetime article and renamed the sections to Residential Needs and Professional Services.  (Modified files: ED_SNT_06_definition of special needs.rtf; ED_SNT_07_distributions.rtf)

ENHANCEMENT:  In the Self-Settled Special Needs Trust (Long version) and the Sole-Benefit TrustDefinition of [Beneficiary’s] [Special or Supplemental] Needs article, [Special or Supplemental Needs] Considerations section, modified the definition of special needs to reflect the definition used in the Short d4A.  Click here for details.

ENHANCEMENT:  In the Self-Settled Special Needs Trust and the Sole-Benefit Trust, removed the ability for the Trustee to make loans; and in the Third-Party Supplemental Needs TrustRevocable Living TrustMedicaid Asset Protection Trust, and Veterans Asset Protection Trust removed the power to make loans from the borrowing powers section and created an interview option that merges a new Lending Powers section and makes loans to the Trustee optional.  Click here for details.

ISSUE:  In the Fee Agreement, when selecting “Long Form” for the Agreement Form field and “Yes” for the Other Fee Agreement Client? field on the Agreement Title, Date, Client, etc. dialog, the Fee Agreement Service Categories dialog does not appear in the interview.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In any trust document, when selecting to include the Witness Attestation, in some circumstances, an error results in the signature area related to notarization.
RESOLUTION:  Corrected the template logic.  (Modified file: ED_trust execution and attestation.rtf)

ISSUE:  In the Veterans Asset Protection Trust (Joint Trust), Establishing Our Trust article, Transfers to the Trust section, Character of Property Transferred subsection, Joint Property sub-subsection, language about allocation of income to the grantors appears, even though the grantors of a VAPT are not entitled to any income.
RESOLUTION:  Removed the language for the VAPT.  Click here for details.

MISCELLANEOUS:
1.  In the Medicaid Asset Protection Letter for California, modified language in the Addendum related to retirement accounts.  Click here for details.
2.  In the Acknowledgment of Testator and Affidavit of Witnesses (Self-Proof) for North Carolina, expanded the statutory language; implemented the same change for all states without a specific template for Will Attestation.  Click here for details.

2012.06 (August 27, 2012)

ENHANCEMENT:  In the Medicaid Asset Protection TrustVeterans Asset Protection Trust, and Revocable Living Trust, on the Resources dialog, added links to the new Trust Design Sheets.

ENHANCEMENT:  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust, clarified the phrase “Lifetime Beneficiaries,” and in the case of the MAPT, when the grantor is a beneficiary of income, the phrase now becomes “Other Lifetime Beneficiaries.”  (Modified files: ED_MAPT_01_establish trust.rtf; ED_MAPT_03_administration while living.rtf; ED_MAPT_09_trustee powers.rtf; ED_MAPT_10_general provisions.rtf)

ENHANCEMENT:  In order to make it easier to customize the letterhead for all letters in ElderDocx, created a new Firm Letterhead template that appears in the Firm Branding area of the ElderDocx library of templates.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, when entering an asset that is held in joint tenancy, the default value for Medicaid purposes was the value of the asset divided by the number of joint tenants, rather than the entire value of the asset.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In documents that require witness signatures to be notarized, and when “Yes” was selected for Keep with Signature Page on the Notary Information dialog, the notary block would not be kept with the witness signatures.
RESOLUTION:  Corrected the witness signature block template.  (Modified file: witnessblock.rtf)

ISSUE:  In the California acknowledgment, the notary signature line sometimes appeared on a new page.
RESOLUTION:  Corrected the Calfirnia notary block template.  (Modified file: notaryblock03.rtf)

ISSUE:  In the Standalone WillRevocable Living Trust, and RLT Companion Will, in the Residuary Distribution article, in the Division of My Trust/Estate section, when all of the beneficiaries’ shares are either directed to an existing trust or to the provisions of the Supplemental Needs Trust article, the prefatory provision conditionally holding a beneficiary’s share pursuant to the Supplemental Needs Trust article appears, even though it is irrelevant.
RESOLUTION:  Modified the template logic to not include the provision.  Click here for details.

ISSUE:  In the Medicaid Asset Protection TrustVeterans Asset Protection TrustStandalone WillRevocable Living Trust, and RLT Companion Will, when a residuary beneficiary is the grantor’s only child, and when the distribution is in a general needs trust, and when the contingent distribution is to the beneficiary’s descendants, or if none to the grantor’s descendants, the resulting document includes the part about the grantor’s descendants, which doesn’t make sense when the beneficiary is an only child.
RESOLUTION:  Modified the template logic to not include the provision.  Click here for details.

MISCELLANEOUS:
1.  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust, in the Trustee Succession article, in the Appointment of Independent Special Trustee section, when trust protector provisions are included, added Trustee or Distribution Trustee as permissible appointees of the Independent Special Trustee.  Click here for details.
2.  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust, in the Trust Administration article, in the Funeral and Other Expenses of Beneficiary section, made the provision applicable to any beneficiary other than the grantor; and when including the power to divide a trust for GSTT purposes, modified the language to refer to the defined term “Available GST Exemption.”  Click here for details.
3.  In the Standalone Will, in the Definitions and General Provisions article, in the Definitions section, in the Available GST Exemption subsection, clariified the defined term “Available GST Exemption” and removed provisions related to the spouse’s GST exemption, which is not used in the document; and in the Trust Administration Provisions article, in the Power to Divide Trusts for Generation-Skipping Transfer Tax Purposes section, used the defined term.  Click here for details.
4.  In the Third-Party Supplemental Needs Trust, in the General Provisions article, in the Definitions section, in the Available GST Exemption subsection, clariified the defined term “Available GST Exemption” and made the definition contingent; and in the Trust Administration article, in the Power to Divide Trusts for Generation-Skipping Transfer Tax Purposes section, used the defined term.  Click here for details.
5.  In the MAPT and VAPT Trust Summary and Funding Letter, changed “5-year lookback” to “60-month lookback” and used a variable for the number of months; improved sentence in beneficiary/trustee paragraph; modified forfeiture of of interest language for certificates of deposit.  Click here for details.
6.  In the Nonstatutory Health Care Power of Attorney, when wittnesses are signing, moved the notary heading above the witness statement in order to conform to standard practice for jurats.  (Modified file: hcpoa.rtf)
7.  In the RLT Companion Will, in the Specific Distributions article, added “in my trust estate” and “(if in my trust estate)” to clarify that the specific distribution applies to assets subject to the provisions of the trust estate under the will.  (Modified files: ED_W_02_specific and general gifts.rtf; ED_specific distribution.rtf)
8.  In the RLT Companion Will, in the Executor and Disposition of Estate article, in the Disposition of My Probate Estate section, swapped the paragraphs so that the first paragraph addresses the conditional pour-over to the trust and the second paragraph addresses holding the probate assets according to the provisions of the will.  Click here for details.
9.  In the Medicaid Asset Protection TrustVeterans Asset Protection TrustStandalone WillRevocable Living Trust, and RLT Companion Will, in the Supplemental Needs Trust article, in the No Seeking of Order to Distribute section, eliminated the state-specific program name from the last paragraph in order to keep references to Medicaid generic in case the beneficiary moves to or resides in another state.  Click here for details.

2012.05 (May 13, 2012)

ENHANCEMENT:  Added new Ohio Statutory Form Power of Attorney, replacing the existing Ohio statutory power of attorney, and Agent’s Certification as to the Validity of Power of Attorney and Agent’s Authority, complying with the Ohio Uniform Power of Attorney Act.  (Modified files: DPOA-GiftingPowers.rtf; DPOA-Trusts.rtf; New files: OH_dpoa3.rtf; OH_dpoa_certification.rtf)

ENHANCEMENT:  In the Veterans Asset Protection Letter, enhanced the content for the irrevocable trust strategy and added Addendum content for it.  (Modified files: ED_APPL_va irrevocable trust.rtf; ED_APPL_add_as_asset spenddown.rtf; ED_APPL_create map trust.rtf; New file: ED_APPL_add_as_va trust.rtf)

ISSUE:  In the Third-Party Supplemental Needs Trust, in certain circumstances, “we has” will merge in two places.
RESOLUTION:  Corrected the template logic.  (Modified file: ED_SNT_01_establish trust.rtf)

ISSUE:  In the Medicaid Asset Protection Letter interview, on the Transfer Home to Exempt Recipient dialog, the exempt recipient field is cleared out when saving and reopening the answer file.
RESOLUTION:  Corrected the interview logic.

2012.04 (May 6, 2012)

ISSUE:  In the California Notary Block, the notary signature line does not have enough space before it and the line does not always appear.
RESOLUTION:  Corrected the template. (Modified file: notaryblock03.rtf)

ISSUE:  When selecting No for Name below signature line? on the Notary Information dialog, the notary name (or a line to print the notary name) would appear nonetheless.
RESOLUTION:  Corrected the assembly logic.

ISSUE:  In the Oregon and New York Will Attestation clauses, when not selecting the Combined Notary Block option on the Notary Information dialog, only one of the witnesses’ names appears in the jurat.
RESOLUTION:  Corrected the Oregon template logic and updated the New York template to use a New York-specific jurat.  (Modified files: willattestation03.rtf; willattestation17.rtf; jurat.rtf; New file: jurat_NY.rtf)

MISCELLANEOUS:
1.  Added Iowa-specific Will Attestation clause consistent with Iowa Code § 633.279.  (Modified file: willattestation00.rtf; New file: willattestation34.rtf)
2.  In the Promissory Note Letter to Borrower in the EC Promissory Note® Documents, changed the penalty period to merge as “6.41” (for example), instead of truncated to “6”.
3.  Updated the SSA life expectancy data (used in the Caregiver Agreement and Promissory Note).

2012.03 (April 23, 2012)

ENHANCEMENT:  Added new Qualified Income Trust document set. Initial release includes Qualified Income Trust and Certification of Trust. Future releases to include state-specific forms approved by the state Medicaid agencies.  (Modified files: ED_MAPT_07_underage and incapacitated beneficiaries.rtf)

ENHANCEMENT:  Updated the witness attestation clauses and notary blocks for all states.  (Modified files: CO_dpoa_certification.rtf; ED_will shell.rtf; MD_dpoa_certification.rtf; notaryblock.rtf; notaryblock[01-18].rtf; notaryheading.rtf; notarysignature.rtf; signatureblock.rtf; willattestation[00-31].rtf; witnessblock.rtf; WI_dpoa_certification.rtf)

ENHANCEMENT:  Added state-specific jurats for California, Connecticut, Florida, Illinois, Massachusetts, North Carolina, Oregon, and Washington.  (Modified files: jurat.rtf; ED_CA_caregiver affidavit.rtf; hcpoa.rtf)

ISSUE:  In the Self-Settled Special Needs TrustThird-Party Supplemental Needs Trust, and Sole Benefit Trust, when creating a joint trust, and when including Trust Protector provisions, an unanswered variable appears in the Notice subsection of the Trust Protector section of the Trustee Succession and Trust Protector Provisions article.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the Medicaid Asset Protection TrustVeterans Asset Protection TrustRevocable Living TrustRLT Companion Will, and Standalone Will, when the “Residuray beneficiaries” option is “Named beneficiaries outright or in trust, different terms for each,” and when there is only one named beneficiary, and when the distribution to that beneficiary is in a general needs trust, then the first Section heading in the residuary distribution article is missing.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the body of some documents, where the firm information is merged, if the firm name, for example, begins near the end of a line of text, but the entire firm name won’t fit on the line, then the entire firm name spills over to the next line, leaving the word spacing on the previous line unacceptably spread out.
RESOLUTION:  Corrected the variables and template logic.  (Modified files: ED_firm footer short.rtf; ED_firm footer long.rtf)

ISSUE:  In the Veterans Asset Protection Letter, when selecting the gift and note strategy, the addendum fails to include a discussion of the strategy.
RESOLUTION:  Corrected the template logic.  (Modified file: ED_APPL_add_as_asset spenddown.rtf)

ISSUE:  In the Nonstatutory Financial Durable Power of Attorney, in the General Powers article, in the Real and Personal Property Sales section, when not including the power to buy, the connector “and” does not appear between the two delineated powers.
RESOLUTION:  Corrected the template logic.  (Modified file: dpoa.rtf)

MISCELLANEOUS:
1.  In the Long Self-Settled Special Needs TrustThird-Party Supplemental Needs Trust, and Sole Benefit Trust, in the Administration of the Trust Upon Beneficiary’s Death article, in the Reimbursement Prohibited section, changed “760 ILCS 515.1” to “760 ILCS 5/15.1” when Planning State is Illinois.  (Modified file: ED_SNT_09_administration on beneficiary death.rtf)
2.  In the Revocable Living Trust, in the Establishing My/Our Trust article, at the very end of the first prefatory paragraph immediately below the article heading, changed the words “as follows:” (with the colon) to “as provided in this trust agreement.” (with the period) when the Trust type is a restatement of an existing RLT (in order to avoid any confusion about what “as follows:” was intended to introduce).  (Modified file: ED_RLT_01_establish trust.rtf)
3.  Modified the witness attestation for all trusts to be more state-specific.  (Modified file: ED_trust execution and attestation.rtf)
4.  Modified the trust protector provisions for the short d4A by combining some provisions and eliminating some headings.  (Modified file: ED_trust protector.rtf)
5.  In the Standalone Will and RLT Companion Will, added language to the Bypass Trust and Marital Trust distribution and withdrawal rights provisions making it clear that the Supplemental Needs Trust article controls.  (Modified files: ED_spousal 5 and 5 withdrawal power.rtf; ED_W_05_marital trust.rtf; ED_W_06_bypass trust.rtf)
6.  In the Nonstatutory Health Care Power of Attorney, when the planning state is North Carolina, added “not reasonably available” language for agent succession and added a North Carolina Declaration of Witnesses; also cleaned up some of the logic related to agent succession.  (Modified file: hcpoa.rtf)
7.  In the Client Questionnaire, in the Assets and Resources section, added a border, shading, and replaced the numerical sample data with “$ xxx,xxx.xx” in order to avoid any confusion between the sample data and actual data entered into the form.  (Modified file: ED_CQ_client questionnaire.rtf)
8.  In the Caregiver Agreement, modified for consistent use of the serial comma and made a couple of minor grammatical changes.  (Modified file: ED_CA_agmt.rtf)
9.  Updated the California Uniform Statutory Form Power of Attorney to comply with current law.  (Modified file: CA_dpoa2.rtf)

2012.02 (January 26, 2012)

ENHANCEMENT:  In the Medicaid Asset Protection Trust, added a “Decanting power” option to the interview on the Optional Trustee Provisions dialog under Trust Administration and Trustee Powers that produces a provision in the Trustee Powers article.

ENHANCEMENT:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, when selecting spousal distribution options that disinherit the spouse, the interview now allows entry of a clause explaining why the spouse is disinherited, as opposed to editing the assembled document. (Modified file: ED_family information content.rtf)

ENHANCEMENT:  In the RLT Companion Will and Standalone Will, added new options for initials in the page footers to be placed on the left or the right of the page. (Modified file: ED_will shell.rtf)

ENHANCEMENT:  In the Certification of Trust, when the trust tax id number is the grantor’s social security number, added an option to not include the SSN in the document. (Modified file: ED_trust certificate.rtf)

ISSUE:  In the Certification of Trust, in some limited circumstances, the notary block does not assemble.
RESOLUTION:  Corrected the assembly logic.

ISSUE:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, when selecting to include Trust Protector provisions, the Power to Remove and Appoint Trustees does not merge.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the Joint Revocable Living Trust, in some limited circumstances, marital division provisions appear in the Division of Our Trust Estate article when they should not.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the RLT Companion Will and the Standalone Will, in the Trust Protector Provisions, in the Power to Amend paragraph, notice is inappropriately required to be given to “me,” referring to the testator, who would not be living at the relevant time.
RESOLUTION:  Corrected the template logic; moved the notice provisions to a new Notice paragraph; altered the Power to Amend paragraph to refer to the new paragraph; and altered a similar notice requirement in the Resignation of Trust Protector paragraph to refer to the new Notice paragraph (these changes affect all documents).  Click here for details.

MISCELLANEOUS:
1.  In the Third-Party Supplemental Needs TrustSelf-Settled Special Needs Trust, and Sole Benefit Trust, in the Trust Administration article, relocated and modified the provision allowing a cotrustee to act alone from the Delegation of Trustee Authority; Power of Attorney section to the Action of Trustees; Disclaimer section.  Click here for details.
2.  In the Third-Party Supplemental Needs TrustLong Self-Settled Special Needs Trust, and Sole Benefit Trust, in the Definition of Beneficiary’s Supplemental Needs article, in the Supplemental Needs Considerations section, in the second sentence, added “vision care” and some missing commas.  Click here for details.
3.  In the Medicaid Asset Protection Trust and Veterans Asset Protection Trust, in the Trust Administration article, in the Action of Cotrustees section, modified the provision allowing a cotrustee to act alone.  Click here for details.
4.  In all trust and will documents (except the Short d4A), in the General Provisions article, in the Definitions section, added or modified the definition of Internal Revenue Code and Treasury Regulations.  Click here for details.
5.  In the New York Statutory Short Form Power of Attorney, added a new option to include the Statutory Gifts Rider (SGR) powers in the body of the Power of Attorney, as well as in the SGR. (Modified file: NY_dpoa3.rtf)

2011.08 (November 28, 2011)

ENHANCEMENT:  In the Medicaid Asset Protection Letter, made numerous changes specific to California law, and other more minor changes for all states.  (Numerous modified files)

ENHANCEMENT:  In most documents, included an option to create a “draft” document that will produce a “draft stamp” on the signature line. The default draft stamp is *****DRAFT***** in large type, but can be changed on the Global Preferences dialog.  (Numerous modified files)

ENHANCEMENT:  In the Nonstatutory Durable Financial Power of Attorney, added option to require originals, which can be useful when using an escrow strategy for holding the document until a future event, then releasing an original or attested copy.  (Modified file: DPOA.rtf)

ENHANCEMENT:  In the Florida-Compliant Durable Power of Attorney, added option for two initial lines (Yes/No) for the Special Powers.  (Modified file: DPOA.rtf)

ENHANCEMENT:  Added option to most documents allowing the execution provisions to start on a new page.  (Numerous modified files)

ENHANCEMENT:  In the Medicaid Asset Protection Trust, added lifetime trust income distribution options to allow for mandatory or discretionary income to grantor or lifetime beneficiaries, or both.  (Modified file: ED_MAPT_01_establish trust.rtf; ED_MAPT_03_administration while living.rtf; ED_MAPT_funding letter.rtf)

ENHANCEMENT:  In the Medicaid Asset Protection Trust, added optional occupancy provision to deal with expanded estate recovery issues (while designed after recent New York regulations, may be applicable to all states with expanded estate recovery). (Modified file: ED_MAPT_administration while living.rtf)

ENHANCEMENT:  In the Veterans Asset Protection Trust, in the Principal Residence subsection of the Definitions section of the General Provisions article, added language allowing the Trustee to identify any parcel of real property as not being the Principal Residence. (Modified file: ED_MAPT_10_general provisions.rtf)

ISSUE:  In the RLT Companion Will, in the Executor and Disposition of Estate article, in the Executor section, the term “Cotrustee” appears when selecting Cotrustees for the grantor’s death trustees in the Revocable Living Trust.
RESOLUTION:  Corrected the template and assembly logic.  (Modified file: ED_RLT_will_executor and disposition.rtf)

ISSUE:  In the Standalone Will, in the General Provisions article, definitions for Independent and Interested Trustee or Personal Representative would appear when not warranted; and in the Designation of Personal Representative article, the Appointment of Independent Personal Representative section would appear when not warranted.
RESOLUTION:  Corrected the template and assembly logic.  (Modified file: ED_W_10_fiduciaries.rtf; ED_W_15_general provisions.rtf)

MISCELLANEOUS:
1.  In the Standalone Will, in the General Administrative Provisions article, in the Self-Dealing section, removed the words “and profit from.”  (Modified file: ED_W_12_general administrative provisions.rtf)
2.  In the Nonstatutory Durable Financial Power of Attorney, in the Appointment of Agent article, in the Self-Dealing section: (i) made the section optional; (ii) removed the words “and profit from”; and (iii) added option to allow any agent to self-deal.  (Modified file: DPOA.rtf)
3.  In all trust documents, updated the execution and witness attestation provisions for consistency.
4.  For Massachusetts, added a state-specific jurat and updated notary block to allow entry of the type of ID.
5.  In the Sole Benefit Trust, added provision specifying that the beneficiary is a disabled person under the age of 65. (Modified file: ED_SNT_01_establish trust.rtf)
6.  Hyphenated adjectival use of “then-living” in all documents, resulting in “then-living descendants” (with the hyphen), and “descendants then living” (without the hyphen).

2012.01 (January 2, 2012)

ENHANCEMENT:  ElderDocx is now compatible with HotDocs Player 11 and Microsoft Word 2013.

ENHANCEMENT:  In the EC Promissory Note, added options and language to calculate the penalty period begin date and report it in the output of the calculator, in the printed reports, and in the letter to the borrower.  (Modified files: ED_PN_calculator client summary.rtf; ED_PN_calculator data.rtf; ED_PN_letter to borrower.rtf)

ENHANCEMENT:  In the HIPAA Authorization, added ability for document to be signed by Health Care Agent when the principal is incapacitated. .  (Modified file: File name.rtf)

ENHANCEMENT:  In the Revocable Living Trust, in the Trustee Succession article, added new Definition of Incapacity section to avoid confusion with the section by the same name in the Administration While Living article.  (Modified file: ED_RLT_03_trustee succession.rtf)

ENHANCEMENT:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, in the General Provisions article, in the Definitions section, added a definition for Community Property and added Wisconsin-specific “marital property” language when the planning state is Wisconsin.  (Modified files: ED_MAPT_10_general provisions.rtf; ED_W_15_general provisions.rtf; ED_schedule a.rtf)

ISSUE:  In the Revocable Living Trust, when assembling the RLT Companion Will before assembling the RLT, the GST trust division power option on the Trust Administration and Trustee Powers dialog of the Revocable Living Trust interview would be set to “Yes,” even if prevously set to “No.”
RESOLUTION:  Corrected the interview and assembly logic.

MISCELLANEOUS:
1.  In the Nonstatutory Health Care Power of Attorney, when the planning state is California, changed the word “Guardian” to “Conservator” in template Section 3.02.  (Modified file: hcpoa.rtf)
2.  In the Nonstatutory Durable Financial Power of Attorney, in the General Powers article, in the My Spouse section, added transmutation to the list of actions that may be taken on behalf of the principal.  (Modified file: dpoa.rtf)
3.  In the Medicaid Asset Protection Trust, in the Administration While Living article, corrected a cross-reference error caused by misplaced logic and headings.  (Modified file: ED_MAPT_03_administration while living.rtf)
4.  In the Trust Summary and Funding Letter for the MAPT and VAPT, removed the first sentence of paragraph III.B when the planning state is California to account for stacked gifting.  (Modified file: ED_MAPT_funding letter.rtf)
5.  In the Funding Instructions for the RLT, moved “Funding Instructions” from the second line of the title to the first line so that when the file is first saved after assembly, the default file name will be “Funding Instructions” instead of the name of the trust.  (Modified file: ED_RLT_funding instructions.rtf)

2011.11 (December 23, 2011)

ISSUE:  When assembling the Nonstatutory Health Care Power of Attorney, a HotDocs error appears and the document does not assemble.
RESOLUTION:  Corrected the logic.

2011.10 (December 22, 2011)

ENHANCEMENT:  On all of the main dialogs, added “Get Help” links for easy access to ElderCounsel® support.

ISSUE:  In the Nonstatutory Durable Financial Power of Attorney, when creating it as a springing power, a HotDocs error appears and the document does not assemble.
RESOLUTION:  Corrected the template.  (Modified file: dpoa.rtf)

ISSUE:  In many documents, in some circumstances, the assembly does not complete properly and some macros do not run.
RESOLUTION:  Altered the assembly logic and templates to workaround the issue.

MISCELLANEOUS:
1.  In the RLT Funding Instructions, added a paragraph about the fact that the RLT does nothing for Medicaid planning. (Modified file: ED_RLT_funding instructions.rtf)

2011.09 (December 1, 2011)

This release followed the 2011.08 release by only 3 days.
See the 2011.08 version information.

ISSUE:  In the Revocable Living Trust, when the grantor is married, and when the spouse is disinherited (all to residuary), and when the residuary is to named beneficiaries, then in the prefatory language of the Residuary to Named Beneficiaries article, the phrase “Upon the death of the survivor of my wife and me, my Trustee will . . .” appears when simply “My Trustee will . . .” should appear; and in the Administration Upon My Death article, the heading of the first section reads “Irrevocability and Termination of Spousal Interest” when it should simply read “Irrevocability”.
RESOLUTION:  Corrected the template logic. (Modified files: ED_W_08_residuary distribution.rtf; ED_RLT_05_admin after death.rtf)

ISSUE:  In the Nonstatury Durable Financial Power of Attorney, when selecting to require originals on the General Information dialog, an error results upon assembly and the document is not produced.
RESOLUTION:  Added missing file.

MISCELLANEOUS:
1.  In the RLT Funding Instructions, added a paragraph about the fact that the RLT does nothing for Medicaid planning. (Modified file: ED_RLT_funding instructions.rtf)

2011.07 (September 15, 2011)

ISSUE:  In the Nonstatutory Durable Financial Power of Attorney, ***IF ED_AD_poa_agent acceptance all or nothing*** appears in the document just before the Declarations of the Principal article.
RESOLUTION:  Corrected the assembly logic.

ISSUE:  In the Nonstatutory Durable Financial Power of Attorney, in the Appointment of [Agent] article, in the new Self-Dealing by Spouse or Descendant section, when the principal is married, the introductory phrase merges as, “My spouse descendant who is serving . . .” [leaving out “or”].
RESOLUTION:  Corrected the template.  (Modified file: DPOA.rtf)

MISCELLANEOUS:
1.  In the Nonstatutory Durable Financial Power of Attorney, in the Additional Powers article, in the Beneficiary Designations section, Estate and Long Term Care Planning section, Ownership and Rights of Survivorship section, and the Qualified Plans section, added “Notwithstanding any other provision of this [Durable Power of Attorney]” to the beginning of each provision in order to avoid any misconception that the new Self-Dealing by Spouse or Descendant provision in Article One would apply to limit the provisions of those sections.  (Modified files: DPOA-BeneficiaryDesignations.rtf; DPOA-EstateAndLongTermCarePlanning.rtf; DPOA-OwnershipSurvivorship.rtf; DPOA-QualifiedPlans.rtf)

2011.06 (September 12, 2011)

ENHANCEMENT:  New Florida-Compliant Durable Power of Attorney (designed to comply with the Florida Power of Attorney Act) based on and replaces Nonstatutory Durable Financial Power of Attorney when Planning State is Florida.  (Modified files: Many files beginning DPOA*.rtf)

ENHANCEMENT:  Numerous changes to the Nonstatutory Durable Financial Power of Attorney.  (Modified files: Many files beginning DPOA*.rtf)

ENHANCEMENT:  In the Medicaid/Veterans Asset Protection Trust Summary and Funding Letter, added option to insert Applied for for the Taxpayer Identification Number.  (Modified file: ED_MAPT_funding letter.rtf)

ISSUE:  In the Medicaid Asset Protection Trust, when the grantor is widowed and when selecting to recognize the deceased spouse in the trust, the deceased spouse’s name and date of death do not merge.
RESOLUTION:  Corrected the assembly logic.

MISCELLANEOUS:
1.  In the Long Self-Settled Special Needs Trust, in the Establishing the Trust article, in the Statement of Intent section, added the following sentence that already appears in the Short Self-Settled Special Needs Trust: “It is also intended that this trust will be treated as a grantor type trust for federal and state income tax purposes and that the funding of the trust will not be subject to federal and state gift taxation.”  (Modified file: ED_SNT_01_establish trust.rtf)
2.  Updated the Illinois Statutory Short Form Power of Attorney for Health Care to comply with Senate Bill 1877.  (Modified file: IL_hcpoa2.rtf)
3.  Updated the Maryland Statutory Form Limited Power of Attorney and Maryland Statutory Form Personal Financial Power of Attorney to comply with House Bill 247.  (Modified files: MD_lpoa.rtf; MD_dpoa.rtf)

2011.05 (June 30, 2011)

ENHANCEMENT:  In the Revocable Living Trust and the RLT Companion Will, added the ability to name Cotrustees with replacement for Successor Trustees and Subtrust Trustees.  (Modified files: ED_RLT_01_establish trust.rtf; ED_RLT_03_trustee succession.rtf; ED_RLT_admin and powers.rtf.)

ENHANCEMENT:  In the Revocable Living Trust and the RLT Companion Will, made gifts to spouse during grantor’s incapacity optional, as well as ability of spouse to remove and replace trustees.  (Modified files: ED_RLT_03_trustee succession.rtf; ED_RLT_04_admin during incapacity.rtf.)

ENHANCEMENT:  Updated the Illinois Statutory Short Form Power of Attorney for Property and the Illinois Statutory Power of Attorney for Health Care, and added an Illinois Statutory Agent’s Certification and Acceptance of Authority (for Agent, Successor Agent, and Co-Agent), consistent with statutes effective July 1, 2011.

ISSUE:  In the Trust Summary and Funding Letter for the Medicaid Asset Protection Trust, when selecting that the trust is a grantor trust with a new tax id number, then the Taxpayer Identification Number section of the letter is blank.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the Standalone Will and the RLT Companion Will, in the Provisions for Trust Protector section, in the Resignation of Trust Protector subsection, it requires the resiging Trust Protector to give notice to “me” (the testator), which is illogical in a Will.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, in a non-income cap state, when the level of care is unknown and the income exceeds the income limit, and when the reference to the elder planning client is in the first person (“you”), then the first sentence of the second-to-last paragraph of the Planning Strategies for Excess Income section of the letter incorrectly reads, “If you does not enter . . .” (italics added).
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, in the Income and Assets Detail section of the letter for life insurance, IRAs, 401(k)s, and other qualified retirement accounts, the last paragraph of the letter is missing the word are where it reads, “and how they [are] treated for . . . .”
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Veterans Asset Protection Letter, in the Income Summary section of the letter, when the elder planning client is the surviving spouse of a deceased veteran, the sentence that refers to an income limit based on whether the surviving spouse has dependents, incorrectly states the status as to dependents, but correctly states the income limit.
RESOLUTION:  Corrected the template.  Click here for details.

2011.04 (May 23, 2011)

ISSUE:  In the EC Medicaid Asset Protection Trust™ and the EC Veterans Asset Protection Trust™, when selecting to include the advancements provision, a cross-reference error occurs in the last paragraph of the Advancements provision (unless a single named individual is the lifetime beneficiary).
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, when the Elder Planning Client is married, the planning strategies Engage in a Gifting Strategy Utilizing Spousal Refusal and Purchase a DRA-Compliant Annuity for the Community Spouse do not appear on the Excess Assets dialog.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the RLT Companion Will, when it is a simple pour over Will, the statutory reference for the fiduciary powers act, if present in the Case Information dialog, is the Will reference, rather than the Trust reference.
RESOLUTION:  Corrected the tempalate.  Click here for details.

ISSUE:  In the RLT Companion Will, when the testator is married and when distributing the residence to the spouse, in some limited circumstances the article heading for the specific distribution is blank.
RESOLUTION:  Corrected the heading logic.

ISSUE:  In the Provisions for Trust Protector, when using a term other than “Trust Protector” (e.g., “Trust Advisor”), the term “Trust Protector” still appears twice in the Default of a Designated Trust Protector subsection.
RESOLUTION:  Corrected the template.  Click here for details.

MISCELLANEOUS:
1.  On the Bottom of Letter Information dialog, made the cc Line variable a “select or type” variable, allowing entry of something other than “cc:” (e.g., “pc:” for photocopy).

2011.03 (May 5, 2011)

ENHANCEMENT:  Added dialog that checks some key figures entered in the Case Information dialog for differences with the ElderDocx defaults.

ISSUE:  In a Joint Revocable Living TrustJoint EC Medicaid Asset Protection Trust™, or Joint EC Veterans Asset Protection Trust™, the Family Information Article (or Section) contains extra text that should not appear.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the EC Veterans Asset Protection Trust™, when not reserving the special power of appointment for the grantor, language referring to the power of appointment nonetheless appears in the Distribution of Income section of the Administration While I am Living article.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  The Short Self-Settled Special Needs Trust uses the term per stirpesby right of representation, or per capita at each generation, but does not define the term.
RESOLUTION:  Added new Miscellaneous Definitions section to the Miscellaneous Provisions article.  Click here for details.

MISCELLANEOUS:
1.  In the Medicaid Asset Protection Letter, added an option to include or exclude the Long Term Care Insurance discussion from the Addendum.  (Modified file: ED_APPL_add_master.rtf.)
2.  In the EC Veterans Asset Protection Trust™Administration While I am Living article, Distribution of Income section, added language regarding the use of income in order to avoid grantor trust status.  Click here for details.
3.  In the EC Veterans Asset Protection Trust™Trust Administration article, Determination of Principal and Income section, updated logic so that capital gains is always allocated to income, even when not reserving the special power of appointment for the grantor, in order to avoid grantor trust status under 677(a).  (Modified file: ED_MAPT_08_trust administration.rtf.)
4.  In the Self-Settled Special Needs TrustDistributions During Beneficiary’s Lifetime article, Trust Distributions section, removed first sentence, formatted remaining language to remove the sole subsection heading, and renamed section to Manner of Trust Distributions.  Click here for details.

2011.02 (April 21, 2011)

ENHANCEMENT:  Added new EC Veterans Asset Protection Trust™ Documents set. (Modified files: numerous files beginning “ED_MAPT_”.)

ENHANCEMENT:  Added new options for Trust Protector designators, allowing the Trust Protector to be named by the designator only when needed, rather than naming the Trust Protector in the document.

ENHANCEMENT:  In the Medicaid Asset Protection Trust, added new Family Information section to Article One and modified Lifetime Beneficiaries section accordingly. Added Children Information dialog to interview to allow inclusion of stepchildren and disinheritance of children.

ENHANCEMENT:  Added new option on Global Preferences dialog to specify whether “Cotrustee” or “Co-Trustee” appears in the text of the documents.

ENHANCEMENT:  Improved the Grab WealthDocx Names and Drop WealthDocx Names functions on the Names dialog for consistency with recent changes in the WealthDocx names processing.

ENHANCEMENT:  Added new option to the Trust Summary and Funding Letter to specify that the law office will be assisting with the funding process.

ENHANCEMENT:  Added new options to the New York Statutory Short Form Power of Attorney to insert “NONE” if no successor agents, monitors, or self-gifting authority in th Statutory Gifts Rider. Also added options for revocation of prior powers. (Modified file: nydpoa3.rtf.)

ISSUE:  In the New York Statutory Short Form Power of Attorney, the last page or two do not include a footer.
RESOLUTION:  Corrected the template. (Modified file: ny_dpoa3.rtf.)

ISSUE:  In the Post Consult Letter, Not Retained, when only one recommendation is entered, it appears with improper capitalization.
RESOLUTION:  Corrected the interview and the template. (Modified file: ED_CL_nonretention.rtf).

MISCELLANEOUS:
1.  In the Revocable Living Trust document set, in the Funding Instructions document, clarified the Your Tax Identification Number section.  Click here for details.

2011.02 (April 21, 2011)

ENHANCEMENT:  Improved the ability to switch between documents within a document set in the interview.

ENHANCEMENT:  Added new short Self-Settled Special Needs Trust option. (Most files beginning “ED_SNT_” were modified.)

ENHANCEMENT:  Added new option to the Promissory Note calculator to perform straight note calculations.

ENHANCEMENT:  Made the Medicaid Asset Protection Trust successor Trustees optional. (Modified file: ED_MAPT_02_trustee succession.rtf.)

ENHANCEMENT:  Added ability to specify the client and spouse names for the Client Questionnaire and VA Claim Questionnaire. (Modified files: ED_CQ_client questionnaire.rtf and ED_CQ_va claim questionnaire.rtf.)

ISSUE:  In the New York Statutory Short Form Power of Attorney, the last page or two do not include a footer.
RESOLUTION:  Corrected the template. (Modified file: ny_dpoa3.rtf.)

ISSUE:  In the Post Consult Letter, Not Retained, when only one recommendation is entered, it appears with improper capitalization.
RESOLUTION:  Corrected the interview and the template. (Modified file: ED_CL_nonretention.rtf).

MISCELLANEOUS:
1.  In the joint Medicaid Asset Protection Trust, in the Establishing Our Trust article, in the Transfers to Trust section, in the Character of Property Transferred subsection, in the Joint Property paragraph, changed the word “distributable” to “attributable” and added “if any” at the end of the first sentence in order to account for a trust that is intentionally defective (all income attributable to grantors) where the grantors are not income beneficiaries (no income distributable to the grantors).  Click here for details.
2.  In the Medicaid Asset Protection Letter, corrected some noun-verb agreement errors that appeared when the addressee of the letter is the elder planning client (for example, “provided that you resides in the home”).

2010.13 (November 29, 2010)

ENHANCEMENT:  Modified the answer file navigational structure for ease of use and improved performance.

ENHANCEMENT:  The extra page that appeared at the end of many documents has been eliminated.

ISSUE:  In the Revocable Living Trust interview, when selecting Joint Trust, the Children Information dialog is blank.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the New York Statutory Short Form Power of Attorney, when only 1 Initial Agent is selected, the clause and space to initialing to require multiple agents to act together does not merge (likewise for Successor Agents).
RESOLUTION:  Corrected the template so the clause and space for initialing always merges.  (Modified template: NY_dpoa3.rtf, including some other miscellaneous changes.)

ISSUE:  In the Medicaid Asset Protection Letter interview, when selecting to edit the text on the Community Spouse Income Paragraphs dialog, the edited text does not merge.
RESOLUTION:  Corrected the template logic.  Click here for details.

2010.12 (October 4, 2010)

ENHANCEMENT:  Added new Maryland Statutory Form Personal Financial Power of AttorneyMaryland Statutory Form Limited Power of Attorney, and Maryland Statutory Agent’s Certification as to the Validity of Power of Attorney and Agent’s Authority. (New files: MD_dpoa.rtf; MD_lpoa.rtf; MD_dpoa_certification.rtf.)

ENHANCEMENT:  In the New York Statutory Short Form Power of Attorney, added option to revoke prior Powers of Attorney.  Click here for details.

2010.11 (September 23, 2010)

ENHANCEMENT:  In the Revocable Living Trust interview, when the grantor is married, at the bottom of the Spousal Distribution Options dialog, the Plan Summary that can be generated is now more appropriately titled “Revocable Living Trust and Companion Will Plan Summary” and will merge without errors when the Marital Trust, Bypass Trust, and Will nomenclature have not been designated (the options for which appear on later dialogs), using “Marital Trust,” “Bypass Trust,” and “Will” as defaults. (Modified file: ED_RLT_resulting plan.rtf.)

ISSUE:  In the Nonstatutory Financial Durable Power of Attorney interview, in some cases, the Enhanced Powers dialog under the Agent Powers dialog contains no options.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Revocable Living Trust and RLT Companion Will, when selecting to include UTC provisions, there is no Information to Beneficiaries section in the Trust Administration article.
RESOLUTION:  Added the section.  Click here for details.

MISCELLANEOUS:
1.  In the New York Statutory Short Form Power of Attorney, corrected the misspelled word succesor to be correctly spelled as successor. (Modified file: NY_dpoa3.rtf.)

2010.10 (September 19, 2010)

ENHANCEMENT:  In the Standalone Will, if selecting to include Trust Protector provisions, they will merge even when there is no ongoing trust. Also, provided an option to include other trust provisions even when there is no ongoing trust. (Modified file: ED_W_10_fiduciaries.rtf.)

ENHANCEMENT:  In the New York Statutory Short Form Power of Attorney, provided ability to select which powers will reside in the Statutory Gifts Rider (SGR). (Modified file: ny_dpoa3.rtf.)

ISSUE:  In the Medicaid Asset Protection Letter, in the second paragraph (Personal Information dialog in the interview), when the Elder Planning Client is female, and when including one (and only one) other person in the planning, then the pronoun “his” incorrectly merges in reference to the female Elder Planning Client.
RESOLUTION:  Corrected the template.  Click here for details.

2010.09 (September 12, 2010)

ENHANCEMENT:  In the Self-Settled Special Needs Trust, modified the termination provisions to comply with POMS SI 01120.199 as follows:
1. Renamed the Provisions in the Event of Changed Circumstances article to Early Termination Provisions and added new sections for Early Termination if No Longer DisabledEarly Termination if Eligibility TerminatesEarly Termination if Insufficient AssetsDisposition of Trust Assets Upon Early Termination, and Savings Clause.
2. Removed the Authority to Terminate Trust section from the Trust Administration article, replacing it with the new Early Termination if Insufficient Assets section in the Early Termination Provisions article.
3. Added new Early Termination subsection to the Definitions section of the General Provisions article.
4. Modified the Administration Upon Death article so that the order of the distribution sections coincides with the order of priority of distributions as specified at the beginning of the article.
(Modified files: ED_SNT_trust.rtf; ED_SNT_08_provisions for changed circumstances.rtf; ED_SNT_09_administration on beneficiary death.rtf; ED_SNT_12_trust administration.rtf; ED_SNT_14_general provisions.rtf.) (New files: ED_SNT_state reimbursement.rtf; ED_SNT_expenses and taxes.rtf.)

ENHANCEMENT:  Added new Trust Amendment document to all trust document groups and the Miscellaneous Documents group. (New file: ED_trust amendment.rtf.)

ENHANCEMENT:  Added new Wisconsin Statutory Form Power of Attorney and Wisconsin Statutory Agent’s Certification documents to comply with Wisconsin Statutes Section 244.61, effective September 1, 2010. (New files: WI_dpoa2.rtf; WI_dpoa_certification.rtf.)

ENHANCEMENT:  Added new notary block for Connecticut to comply with Connecticut General Statutes section 6-1-28. (Modified file: notaryblock.rtf.) (New file: notaryblock17.rtf.)

ISSUE:  In the Self-Settled Special Needs Trust, in the Definition of Beneficiary’s Special Needs article, the Professional Services section could be interpreted to allow payment of expenses not permitted prior to reimbursement of the State (see POMS SI 01120.203B.3.b).
RESOLUTION:  Modified the section heading to Examples of Professional Service Needs and rephrased the provision.  Click here for details.

ISSUE:  In the Standalone Will, in the Marital Trust article, in the Limited Power of Appointment section, the words “trust property” appear where they should not.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Standalone Will, when the testator is not married, merge errors result at the beginning of the residuary distribution article.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, when selecting to include marital deduction planning, and when forcing the spousal SNT, and when the estate distribution is all to the marital share without disclaimer planning, then the marital trust article merges with contingent spousal SNT language instead of forced spousal SNT language.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the joint Medicaid Asset Protection Trust and joint Revocable Living Trust, in the Supplemental Needs Trust article, in the Distribution Upon the Death of Beneficiary section, the last phrase of the last paragraph reads “as though Beneficiary had predeceased me” (underlining added).
RESOLUTION:  Corrected the template to read “as though Beneficiary had predeceased the surviving spouse” (underlining added).  Click here for details.

ISSUE:  In the Medicaid Asset Protection TrustRevocable Living TrustRLT Companion Will, and Standalone Will, in the residuary distribution article, when selecting to distribute to descendants or named beneficiaries in trust, and when including withdrawal rights at intervals, if the first interval is 1 year, then “1 years” merges.
RESOLUTION:  Corrected the templates (ED_MAPT_childtrust.rtf; ED_MAPT_gntrust.rtf).

MISCELLANEOUS:
1.  In the Medicaid Asset Protection TrustRevocable Living Trust, and RLT Companion Will, in the Administration of Trusts for Underage and Incapacitated Beneficiaries article, in the Methods of Distribution section, added language to clause (vi) to distribute an underage beneficiary’s assets outright at the specified age.  Click here for details.
2.  In the Standalone Will and RLT Companion Will, when the planning state is North Carolina, added a statutory notice pursuant to North Carolina General Statutes Section 31-4.2, specifying the drafting attorney’s name and business address.  Click here for details.
3.  In the Self-Settled Special Needs TrustThird-Party Supplemental Needs Trust, and the Sole Benefit Trust, in the Distributions article, in the Distributions of Income and Principal section, in the [Special/Supplemental] Needs Trust Savings Clause subsection, when selecting discretionary distributions, changed “supplemental goods and services” to “goods and services for Beneficiary’s [special/supplemental] needs.”  Click here for details.
4.  Updated the New York Statutory Short Form Power of Attorney for changes in the law effective September 12, 2010. (New file: NY_dpoa3.rtf.)

2010.08 (August 8, 2010)

THIS RELEASE FOLLOWED THE 2010.07 RELEASE BY ONLY A COUPLE OF DAYS AND THE 2010.06 RELEASE BY ONLY 4 DAYS.  CLICK TO SEE THE 2010.07 AND 2010.06 VERSION INFORMATION.

ISSUE:  In the Standalone Will, when the testator is married, and when selecting to include marital deduction planning, and when the estate is all to the Marital Share (with or without disclaimer), and the Marital Share is outright to the spouse, then the Marital Trust article with the QTIP provisions fails to assemble (which is necessary to hold the Marital Share with QTIP-SNT provisions in the event the spouse is a Supplemental Needs Person).
RESOLUTION:  Corrected the templates (modified files: ED_marital division_distribution.rtf; ED_W_05_marital trust.rtf; ED_W06_bypass trust.rtf; ED_W_08_residuary distribution.rtf).

ISSUE:  In all of the Trusts and Wills, when the residuary distribution is to descendants in trust, the income distribution provision merges with “a least” instead of “at least.”
RESOLUTION:  Corrected the template (modified file: ED_MAPT_childtrust.rtf).

2010.07 (August 6, 2010)

THIS RELEASE FOLLOWED THE 2010.06 RELEASE BY LESS THAN 48 HOURS.  CLICK TO SEE THE 2010.06 VERSION INFORMATION.

ENHANCEMENT:  In all Trusts and Wills, added option to select whether incapacity is determined by one or two licensed physicians. Also made the incapacity language a separate template (modified files: ED_MAPT_10_general provisions.rtf; ED_SNT_14_general provisions.rtf; ED_W_15_general provisions.rtf) (new file: ED_incapacity.rtf).

ISSUE:  When attempting to assemble a Revocable Living Trust for an unmarried person, the assembly fails.
RESOLUTION:  Corrected the assembly logic.

2010.06 (August 4, 2010)

ENHANCEMENT:  Added ability to assemble Comments for a document group into a Microsoft Word file (new file: ED_comments.rtf).

ENHANCEMENT:  In the Revocable Living Trust interview, added ability to assemble Spousal Distribution Plan Summaries into a Microsoft Word file, rather than links to generic PDF files (new file: ED_RLT_resulting plan.rtf).

ENHANCEMENT:  Enhanced the Revocable Living Trust and RLT Companion Will for tighter integration and added flexibility in the spousal distribution options and resulting language (modified files: ED_marital division.rtf; ED_marital division_distribution.rtf; ED_RLT_05_admin after death.rtf; ED_W_05_marital trust.rtf; ED_W_06_bypass trust.rtf; ED_W_08_residuary distribution.rtf).

ENHANCEMENT:  In all trust and will documents, modified the Remote Contingent Distribution article to list the beneficiaries in a Word table to prevent a long beneficiary name (e.g. a charity with a long name) from causing a formatting issue (modified files: ED_MAPT_05_remote contingent distribution.rtf; ED_SNT_10_remote contingent distribution.rtf; ED_W_09_remote contingent distribution.rtf).

ENHANCEMENT:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, modified the residuary beneficiaries article to list the beneficiaries in a Word table to prevent a long beneficiary name (e.g. a charity with a long name) from causing a formatting issue (modified file: ED_W_08_residuary distribution.rtf).

ISSUE:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, in the Remote Contingent Distribution article, when the grantor or testator is married and the remote contingent distribution option is to distribute 1/2 to the grantor or testator’s heirs at law and 1/2 to the spouse’s heirs at law, the language does not conform to that selection.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the RLT Companion Will, in some cases, Trust Protector provisions appear in the Administration and Powers article when they should not.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, when the Elder Planning Client is also the Addressee of the letter, in some circumstances, improper verb agreement (e.g., “you meets” or “you is”) or improper pronoun usage (e.g., “his sister” for “your sister”) appears in the letter.
RESOLUTION:  Corrected the templates (modified files: ED_APPL_income overview.rtf; ED_APPL_ltc insurance.rtf; ED_APPL_personal info.rtf; ED_APPL_va benefits.rtf).

ISSUE:  In the Medicaid Asset Protection Letter, when the planning state is a non-DRA state, language related to the DRA appears.
RESOLUTION:  Corrected the interview and templates (modified files: ED_APPL_primary residence.rtf; ED_APPL_add_assets and medicaid.rtf; ED_APPL_add_as_reverse mortgage.rtf).

ISSUE:  In the Medicaid Asset Protection Trust, in the Administration While Living article, in the Contributions Held in a Single Trust section, in the Distribution of Principal subsection, the words “any one or more of” (related to whom distributions may be made) appear when they should not and don’t appear when they should.
RESOLUTION:  Corrected the template logic (modified file: ED_MAPT_03_administration while living.rtf).

ISSUE:  In the Medicaid Asset Protection Trust, when selecting Descendants outright or in trust, different terms for each child for the residuary beneficiaries option, and when there is only one child, then the provisions for distribution for that child do not appear in the assembled document.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Trust, in the Establishing My/Our Trust article, the grantor’s alias does appear.
RESOLUTION:  Corrected the template and assembly logic.  Click here for details.

ISSUE:  In the Nonstatutory Durable Power of Attorney, when selecting to include agent acceptance provisions, a notary block appears for the agent even when not selecting to notarize the agent’s signature.
RESOLUTION:  Corrected the template logic (modified file: dpoa.rtf).

ISSUE:  When the notary state is Michigan, the notary block is not formed properly, with the text pushed to the right of the page.
RESOLUTION:  Corrected the template (modified file: notaryblock16.rtf).

MISCELLANEOUS:
1.  In the Texas Notary Block, removed the My commission expires line below the notary signature line.  Click here for details.
2.  In all documents, added “forbearance” after “act” and “omission” in the Good Faith Standard Imposed subsection of the Trust Protector provisions and in the trustee exoneration language.  Click here for details.
3.  In the Trust Protector provisions for all documents, added Oregon statutory references when Planning State is Oregon.  Click here for details.
4.  In the Medicaid Asset Protection Letter, modified portions of the letter for non-DRA states (modified files: ED_APPL_add_assets and medicaid.rtf; ED_APPL_add medicaid_[other].rtf; ED_APPL_primary residence.rtf).
5.  In the Medicaid Asset Protection Letter, when the planning state is California, added an introductory, italicized paragraph about the state of the law.  Click here for details.

2010.05 (May 19, 2010)

ENHANCEMENT:  Incorporated all statutory templates into the master interview (MASTER INTERVIEW AND DOCUMENT ASSEMBLY).

ENHANCEMENT:  Added cover page and firm information options for Nonstatutory Health Care Power of AttorneyHIPAA AuthorizationNonstatutory Living WillNonstatutory Durable Financial Power of Attorney, and all statutory templates.

ENHANCEMENT:  In the Nonstatutory Durable Financial Power of Attorney, added option to make it effective immediately as to the principal’s spouse when otherwise effective upon incapacity.  Click here for details.

ENHANCEMENT:  In the Certification of Trust, added explicit language that the trust exists and has not been revoked (if revocable).  Click here for details.

ISSUE:  In the RLT Companion Will, in the Residuary Distribution article, when the testator is married and the spousal distribution is all to the Marital Share with no disclaimer and outright distribution to the spouse (or to the Survivor’s Trust in a Joint RLT plan), then the wrong article title appears in the reference to the RLT.
RESOLUTION:  Corrected assembly logic.

ISSUE:  In the Medicaid Asset Protection Letter interview, in the Excess Assets dialog, under Other Planning Strategies, entries after the second Other Planning Strategy disappear after saving and reopening the answer file.
RESOLUTION:  Corrected interview logic.

ISSUE:  In the Medicaid Asset Protection Letter interview, on the Long Term Care Insurance dialog, when selecting No for Current policy in effect?, selecting Yes for Recommend insurance?, and selecting Yes for Make referral in letter?, the Phone for the name selected as the Insurance professional might not appear, with an error resulting in the assembled document where the phone number should appear.
RESOLUTION:  Corrected interview logic.

2010.04 (April 20, 2010)

ENHANCEMENT:  Added new Personal Property Memorandum appearing in the Revocable Living Trust and Companion Will DocumentsStandalone Will Documents, and Miscellaneous Documents.

ENHANCEMENT:  Added option for Voice of letter to the following letters:
– Initial Consultation Letter
– Post Consultation Letter — Not Retained
– Post Consultation Letter — Retained
– Caregiver Agreement: Letter to Caregiver
– Medicaid Asset Protection Trust: Trust Summary and Funding Letter
– Promissory Note: Letter to Borrower
– Fee Agreement Cover Letter

This option was introduced with the Medicaid Asset Protection Letter and allows you to select whether the voice of the letter is first person singular (I, me, my) or first person plural (we, us, our). Templates affected: ED_CL_initial consult.rtfED_CL_nonretention.rtfED_CL_retention.rtfED_CA_caregiver letter.rtfED_MAPT_funding letter.rtfED_PN_letter to borrower.rtf; and ED_FA_letter.

ENHANCEMENT:  In the Revocable Living Trust and Companion Will, modified marital division language, as well as language at beginning of the Marital Trust and Bypass Trust articles, to eliminate some redundancy in the spousal SNT triggering language. Also added QTIP-SNT provisions to Marital Trust in Companion Will when spousal distribution options include marital deduction planning and outright to spouse.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, when entering a single prior transfer, the prior transfer does not appear on the Engage in a Gifting Strategy Utilizing a DRA-Compliant Promissory Note dialog and errors appear in the assembled document.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Attorney Information dialog, when selecting to Save as default for new Cases, if a field had been erased since the previous save, the previous content for the field reappears when starting a new answer file.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Medicaid Asset Protection Letter, when the state is not an income cap state, and when selecting Unknown for the level of care, then the language that merges in the Excess Income portion of the letter leads you to believe that it applies even when entering a skilled nursing facility, which is not correct.
RESOLUTION:  Modified the language in the template.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, when the state is Virginia, in the Addendum in the Virginia Medicaid Programs section, in the Nursing Home Medicaid subsection, a requirement related to income cap states incorrectly merges.
RESOLUTION:  Removed the provision from the template.  Click here for details.

2010.03 (April 2, 2010)

ENHANCEMENT:  In the Medicaid Asset Protection Trust interview, in the Grantor Trust Provisions dialog under Trust Administration and Trustee Powers, added some additional explanatory notes to the dialog.

ISSUE:  In the Medicaid Asset Protection Letter, in the Addendum, in the Elective Share and Medicaid section, in the The Solution subsection, for all states other than Florida, Illinois, Michigan, Missouri, New York, and Virginia, the language for a Qualified Supplemental Needs Trust (QSNT) state merges when selecting that the state is not a QSNT state, and vice-versa.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, in the Addendum, in the Elective Share and Medicaid section, in the The Solution subsection, for Virginia only, the language for a non-Qualified Supplemental Needs Trust (QSNT) state merges when it should be a user option.
RESOLUTION:  Added the option to the interview and added the optional language to the template.  Click here for details.

2010.01 (March 12, 2010)

ENHANCEMENT:  In the Medicaid Asset Protection Letter interview, in the Excess Assets dialog and each of the strategies dialogs, added an informational note specifying:
Total available assets
Less total strategies
Equals remaining amt

ENHANCEMENT:  In the Medicaid Asset Protection Trust, short version, added the option Allow cotrustee to act alone, which had always been available in the long version. The option is found at Trust Administration and Trustee Powers > Optional Trustee Provisions. Also modified the Trustee Action; Disclaimer section of the trust by splitting it into two sections, Action of Cotrustees and Trustee Authority to Disclaim or Release Powers, and by rewording some of the language for clarity.  Click here for details.

ENHANCEMENT:  In the Medicaid Asset Protection Trust, in the Lifetime Beneficiary Distributions options, added Equal or unequal amounts (silent about needs). Preexisting options were Equal amounts and Equal or unequal amounts according to needs. Also made the options available when using a Lifetime Distribution Trustee and made distributions according to needs “as determined in my Trustee’s discretion.”  Click here for details.

ENHANCEMENT:  In the Standalone Will and RLT Companion Will, added option to include provisions for guardians for children (modified ED_W_10_fiduciaries.rtf and ED_RLT_will_executor and disposition.rtf; added new ED_guardian.rtf).
ENHANCEMENT:  In the Trust Summary and Funding Letter to the Medicaid Asset Protection Trust, added a cautionary statement about principal distributions to “Supplemental Needs Persons.”  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, the Pay Off Existing Debt and Pay Off Existing Mortgages strategies did not account for debts and mortgages of the Community Spouse.
RESOLUTION:  Corrected the interview logic and templates to include Community Spouse debts and mortgages.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Letter, in the Planning Strategies for Excess Income section, in the last paragraph, the cross-reference to the Addendum is only partially italicized: Qualified Income Trust (aka “Miller Trust”)
RESOLUTION:  Corrected the template (ED_APPL_excess income.rtf).

ISSUE:  Upon assembly of the Medicaid Asset Protection Letter, an error appears:  Run-time error ‘5180’: Word cannot open this document: . . . .
RESOLUTION:  Corrected the macro file (EC_Macros.dot).

ISSUE:  In the Medicaid Asset Protection Letter, in the prior transfers area, when there are 3 or more prior transfers, extra spaces appear between each listing of transfer amounts and dates in the parenthetical.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Medicaid Asset Protection Letter, in the Assets Summary, in the [Medicaid/Aid and Attendance] Excluded Assets tables, the primary residence is listed twice, and in some cases, when the residence equity exceeds the equity cap, footnote 1 under the [Medicaid] Excluded Assets table could contain errors.
RESOLUTION:  Corrected the template and assembly logic.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Trust, when selecting the residuary beneficiaries as descendants with different terms for each child, an error results in the assembled document in the Administration of Remaining Trust Property article in the heading for the Distribution of Trust Shares for Descendants of a Deceased Child.
RESOLUTION:  Corrected the interview and assembly logic.

ISSUE:  In the EC Promissory Note interview, on the EC PNoteCalc screen, when selecting “AFR for January 2010” for the Interest Rate Option. the wrong interest rate appears.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Case Information dialog, after editing the exempt and available asset lists and saving as your defaults, when starting a new answer file the saved exempt and available asset information does not appear.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, when the grantor or testator is not married, and when selecting “Named People or Charities” for the Remote Beneficiaries option, errors result in the document.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Self-Settled Special Needs Trust and the Third-Party Supplemental Needs Trust, in the Background section of the Trust Purpose article, in some circumstances, the description of the beneficiary’s condition does not merge.
RESOLUTION:  Corrected the interview logic.

MISCELLANEOUS:
1.  Rebranded “ElderDocx™ 2009” to simply “ElderDocx™” (version information will continue in the format yyyy.nn, where “yyyy” is the current year and “nn” is the release for that year).
2.  In the Supplemental Needs Person definition (ED_supplemental needs person.rtf), removed the comma after the phrase “such as” appearing in the parenthetical in clause (ii).
3.  In the Medicaid Asset Protection Letter, in the Income and Assets Detail section, removed the paragraph referencing the addendum from underneath the asset type headings, which caused the same phrase to be repeated multiple times in the letter, and added the phrase to the end of the introductory paragraph.  Click here for details.
4.  Made formatting adjustments to most Witness Attestation clauses.

2010.02 (March 26, 2010)

ENHANCEMENT:  In the Medicaid Asset Protection Letter, in the Assets Summary section, the Ownership column in the tables has been changed to reflect the first name of the spouse who owns the asset if the elder planning client is married.

ISSUE:  In the Medicaid Asset Protection Letter, in the Income and Assets dialog, in some circumstances, assets are deleted after saving the answer file or assembling the letter.
RESOLUTION:  Corrected the interview and assembly logic.

ISSUE:  In the Medicaid Asset Protection Letter, if Yes is selected for Edit in the Additional Prior Transfer Information dialog, then the prior transfers do not appear in the Prior Transfers table in the assembled letter.
RESOLUTION:  Corrected the interview and assembly logic.

ISSUE:  In the Medicaid Asset Protection Letter, if the addressee of the letter is also the elder planning client, the text below the Prior Transfers table includes “you has” instead of “you have.”
RESOLUTION:  Corrected the interview and assembly logic.

ISSUE:  In the Medicaid Asset Protection Letter, in the Income and Assets Detail section, in some cases, the last sentence of a subsection is combined with the heading for the next subsection and formatted as such.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the joint Revocable Living Trust, in the Administration Upon the Death of Either of Us article, in the Irrevocability and Termination of Spousal Interest section, the word “my” appears where “the deceased spouse’s” should be.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the RLT Companion Will, in the Supplemental Needs Trust article, when (i) the grantor is married, (ii) selecting to include marital deduction provisions, and (iii) selecting to distribute the Marital Share outright, then the Payment of Income Required for Property of the Marital Trust subsection (which is required for QTIP treatment of the Supplemental Needs Trust in order to preserve the marital deduction) of the Distributions of Income and Principal section does not merge.
RESOLUTION:  Corrected the interview and assembly logic.

MISCELLANEOUS:
1.  In the Medicaid Asset Protection Trust, in the Administration While Living article, in the Administration Upon Death section, added the words “Upon my death” to the beginning of the last sentence.  Click here for details.
2.  In the Revocable Living Trust, in the trust estate division article, modified the language to eliminate duplicate contingent SNT triggering provisions for the Marital Share.  Click here for details.
3.  In the RLT Companion Will, in the Marital Trust article, modified the language to eliminate contingent SNT triggering provisions in favor of required SNT provisions.  Click here for details.
4.  In the Revocable Living Trust, in the Trustee Succession article, in the Prohibition Against SNT Beneficiary Serving as Trustee section, corrected the formatting of the cross-reference (ED_RLT_03_trustee succession.rtf).
5.  In the Revocable Living Trust, in the Survivor’s Trust article, in the Administration Following the Surviving spouse’s Death section, capitalized the word “Spouse’s” in the heading. (ED_RLT_08_survivors trust.rtf).

2009.11 (December 30, 2009)

ENHANCEMENT:  Added new Medicaid Asset Protection Letter (MAPL).

ENHANCEMENT:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, in the Family Information article, added reference to the spouse’s alias, if any.  Click here for details.

ENHANCEMENT:  Modified the Case Information dialog for ease of use.

ENHANCEMENT:  When adding a new name, the state for the address now defaults to the planning state selected in the Case Information dialog.

ENHANCEMENT:  In the Self-Settled Special Needs Trust and the Sole Benefit Trust with payback provisions, when selecting NOT to give priority to Medicaid reimbursement, a new option appears allowing pre-Medicaid reimbursement expenses to be limited to those allowed by the POMS.  Click here for details.

ENHANCEMENT:  In the Nonstatutory Living Will, added an option to have it witnessed, notarized, or both witnessed and notarized.  If selecting to have it both witnessed and notarized, an option is available to also notarize the witness signatures.

ENHANCEMENT:  Added options on Global Preferences dialog for (i) underlining “Re:” text on first page of letters; (ii) excluding “Re:” line from header of second and subsequent pages of letters; and (iii) using Arabic (1, 2, 3) or cardinal (One, Two, Three) page numbering in header of second and subsequent pages of letters.

ENHANCEMENT:  Added option to Bottom of Letter dialog to include firm information in the footer of second and subsequent pages of letters.

ISSUE:  In the Nonstatutory Living Will, no notary block for the principal’s signature would merge.
RESOLUTION:  Corrected the assembly logic and modified the template.  (livingwill.rtf)

ISSUE:  In the New York Statutory Short Form Power of Attorney, in the Major Gifts Rider, in paragraph (b) MODIFICATIONS, #21 Estate and Long Term Care Planning, subparagraph b, between enumerated items 10 and 11, an unnumbered item appears.
RESOLUTION:  Numbered the unnumbered item and renumbered the items that followed.  Click here for details.

ISSUE:  In the Standalone Will, if: (i) the testator is married; (ii) no marital deduction planning; (iii) all to surviving spouse outright; (iv) testamentary trusts for residuary beneficiaries; and (v) residuary distributed by personal representative to trustee for allocation to residuary beneficiaries — then the residuary distribution article distributes to the trustee for allocation before distributing to surviving spouse.
RESOLUTION:  Corrected the assembly logic and template.  Click here for details.

ISSUE:  In the Standalone Will, in the Specific Distributions and/or Tangible Personal Property article, in the Distribution of Tangible Personal Property by Memorandum section, “My Trustee” rather than “My [personal representative term]” appears.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Standalone Will interview, when including Distribution Trustee provisions, and when naming distribution trustees separately for each testamentary trust, the document fails to assemble, generating an error.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  When creating a Certification of Trust in the Self-Settled Special Needs Trust document group, the trust name does not merge.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Standalone Will, in the General Administrative Provisions article, in the Distributions for Underage and Incapacitated Beneficiaries section, the words “the trust property” merge, rather than “my probate estate.”
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Revocable Living Trust, when the grantor is married, or when creating a Joint RLT, and when selecting to include marital deduction planning and a forced spousal SNT, then the Supplemental Needs Trust article, Distributions of Income and Principal section includes a Payment of Income Required for Property of the Marital Trust subsection when it should not, leading to a cross-reference error.
RESOLUTION:  Corrected the assembly logic.

ISSUE:  In the Revocable Living Trust, when creating a Joint RLT, and when selecting named persons as the residuary beneficiaries, and when only 1 named person is entered, words are missing from the dispositive language in the residuary distribution article.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  When creating a Joint RLT plan with stepchildren, the RLT Companion Will for the parent spouse indicates that the child is not his or her child.  Also, the Companion Will interview for the nonparent spouse fails to ask whether to include stepchildren.
RESOLUTION:  Corrected the interview and assembly logic.

ISSUE:  In the RLT Companion Will, when creating a plan with residuary distributions to named beneficiaries, and when selecting to include the distribution provisions in the Companion Will, the distributions do not appear.
RESOLUTION:  Corrected the interview and assembly logic.

MISCELLANEOUS:
1.  In the Self-Settled Special Needs TrustThird-Party Supplemental Needs Trust, and the Sole Benefit Trust, in the Distributions article, in the Trust Distributions section, modified the language for clarity.  Click here for details.
2.  In the definitional templates for “by representation” (ED_by representation.rtf), “per capita at each generation” (ED_per capita at each generation.rtf), and “per stirpes” (ED_per stirpes.rtf), added the word “equal” in the first sentence, changing “divided into as many shares” to “divided into as many equal shares” for clarity.
3.  In the no contest clauses of all trusts and wills in ElderDocx, added limiting language consistent with California Probate Code Section 21311.  Click here for details.

2009.10 (October 14, 2009)

ENHANCEMENT:  In the Nonstatutory Durable Financial Power of Attorney, in the Trusts enhanced power, added language specifically authorizing the creation of a qualified income trust.  Click here for details.

ISSUE:  When attempting to assemble a letter, letter does not assemble and the following error is produced: “Found the unrecognized text ‘ED_APPL_addendum_master’ when expecting a Test, Multiple Choice, Computation or Clause component.”
RESOLUTION:  Corrected the master template for letters (ED_CL_master.rtf).

2009.09 (October 12, 2009)

ENHANCEMENT:  Modified the Nevada statutory Durable Power of Attorney for Health Care Decisions to comply with Nevada’s implementation of the Uniform Power of Attorney Act (NV_hcpoa.rtf).

ENHANCEMENT:  Added ability to specify default nomenclature in the Case Information dialog for what to call the Health Care Power of Attorney and Durable Financial Power of Attorney, and the agents named therein, as well as the Living Will, if recognized in the state.

ENHANCEMENT:  In the Nonstatutory Durable Financial Power of Attorney, added an option to specify the title of the document and modified the template accordingly (dpoa.rtf).

ENHANCEMENT:  The short Medicaid Asset Protection Trust now includes the Appointment of Independent Special Trustee section in the Trustee Succession article (the long trust has always included this provision).  Click here for details.

ENHANCEMENT:  In the Medicaid Asset Protection TrustStandalone WillRevocable Living Trust, and RLT Companion Will, modified the contingent Supplemental Needs Trust article by adding a new Prohibition Against Beneficiary Serving as Trustee section to clarify that the SNT beneficiary may not serve as trustee of his or her SNT.  Click here for details.

ENHANCEMENT:  In the Medicaid Asset Protection TrustStandalone WillRevocable Living Trust, and RLT Companion Will, modified the trustee succession provisions by adding a new Prohibition Against SNT Beneficiary Serving as Trustee section to clarify that a beneficiary may not serve as trustee of his or her SNT.  Click here for details.

ENHANCEMENT:  In the Self-Settled Special Needs TrustThird-Party Supplemental Needs Trust, and the Sole Benefit Trust, in the Trustee Succession article, added section to clarify that the beneficiary may not serve as trustee of his or her trust.  Click here for details.

ISSUE:  The new Testator/Testatrix option is not working.
RESOLUTION:  Updated the interview logic.

MISCELLANEOUS:
1.  In the Self-Settled Special Needs TrustThird-Party Supplemental Needs Trust, and the Sole Benefit Trust, in the Distributions article, in the Distributions of Income and Principal section, in the first sentence, changed the second instance of the word “shall” to “may” and made the words “subject to the limitations set forth below” bold.  Click here for details.

2009.08 (October 6, 2009)

ENHANCEMENT:  In the Standalone Will and the RLT Companion Will, added an option to refer to a female testator as either “Testator” or “Testatrix.”

ENHANCEMENT:  In the Standalone Will and the RLT Companion Will, added an option to include a section for Authorization of Temporary [Executor/PR].  Some states, like Massachusetts, allow for the appointment of a temporary executor, and there is a procedural advantage if the testator authorizes the appointment.  Click here for details.

ENHANCEMENT:  Upgraded the New York Statutory Short Form Power of Attorney so that the ElderDocx enhanced powers are logically split between the main form and the Statutory Major Gifts Rider.  New York General Obligations Law Section 5-1514 requires the authorization “to make gifts and transfers . . . [to be] in a statutory major gifts rider to a statutory short form power of attorney . . .” (italics added).

ENHANCEMENT:  In the Revocable Living Trust, in the Administration of My/Our Trust During Incapacity article, in the Distributions for Gifting Purposes section, added specific authority to make gifts to spouse and added an option to allow or prevent a general power of appointment in the Trustee.  Click here for details.

ENHANCEMENT:  In the Medicaid Asset Protection TrustStandalone WillRevocable Living Trust, and RLT Companion Will, modified the contingent Supplemental Needs Trust article by: (i) changing “this Article” to “this Supplemental Needs Trust Article” in the prefatory language; (ii) changing the word “shall” to “may” and making the words “subject to the limitations set forth below” bold in the Distributions of Income and Principal section; and (iii) adding the sentence “However, in deciding whether to make these distributions the Trustee must first consider the impact on certain government benefits as is directed in Section 1.07, entitled ‘Distribution Guidelines’” to the end of the second paragraph in the Definition of Supplemental Needs section.  Click here for details.

ISSUE:  In some cases, in the Revocable Living Trust, the Disribution to My Probate Estate [or the Trustee of My Estate] section appears in the Administration Upon My Death article when it should not.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the RLT Companion Will, when merging the document so that each article starts on a new page, Article Three page numbering is wrong.
RESOLUTION:  Corrected the page number option in the template (ED_RLT_will.rtf).

ISSUE:  In the RLT Companion Will, when selecting the option to include a provision for exercising a power of appointment, no such provision merges.
RESOLUTION:  Corrected the interview and assembly logic.

ISSUE:  In the individual married Revocable Living Trust, when selecting the simultaneous death option to have the spouse be the deemed survivor, the provision instead merges with the grantor as the deemed survivor.
RESOLUTION:  Corrected the interview and assembly logic.

ISSUE:  In the individual married Revocable Living Trust, when selecting the remote contingent beneficiary option to distribute 1/2 to grantor’s heirs at law and 1/2 to grantor’s spouse’s heirs at law, language to distribute only to grantor’s heirs at law merges.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the RLT Companion Will, when selecting to include Trust Protector provisions in the RLT interview, error codes merge in the Power to Amend Trust Agreement subsection of the Trust Protector provisions.
RESOLUTION:  Corrected the template logic.  Click here for details.

ISSUE:  In the RLT Companion Will, when the testator is married, and when selecting to include marital deduction (estate tax planning) provisions, and when the marital share is distributed outright to the spouse, errors occur in the Supplemental Needs Trust article.
RESOLUTION:  Corrected the assembly logic.

ISSUE:  In the Self-Settled Special Needs Trust, the Distributions of Income and Principal section of the Distributions article includes a subsection entitled “Supplemental Needs Trust Savings Clause” when it should read “Special Needs Trust Savings Clause” (underlining added).
RESOLUTION:  Corrected the template.  Click here for details.

MISCELLANEOUS:
1.  In the California Uniform Statutory Form Power of Attorney, removed the notary block and inserted the notary block template, which conforms with the new notary law.  Click here for details.
2.  In the DRA-Compliant Promissory Note, in the Loan Amount paragraph, changed the recitation of the principal amount to include cents.  Click here for details.
3.  In the joint Medicaid Asset Protection Trust, in the Trust Administration article, in the Generation-Skipping Transfer Tax Provisions section, in the Independent Trustee May Confer Testamentary Power of Appointment subsection, changed the first word of the last paragraph from “we” to “We” for proper capitalization.  Click here for details.
4.  In the Nonstatutory Durable Financial Power of Attorney, in the ElderDocx Enhanced Powers, modified the Gifting Powers in a number of locations to make it clear that the gifts may be “in any amount.”  Click here for details.
5.  In the Revocable Living Trust, in the Trustee Succession article, in the Trustee Resignation, Removal, and Appointment section, changed the contraction “don’t” to “do not.”  Click here for details

2009.07 (August 18, 2009)

ENHANCEMENT:  Added content to Nonstatutory Living Will when the planning state is New York related to DNR authority and citations to New York case law.  Click here for details.

ISSUE:  In some cases, ***notarize*** appears in the signature area of documents.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In some cases, a letter will fail to merge properly, showing only the top of letter information and some programming code where the content of the letter should be.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Revocable Living Trust and Standalone Will, if “Yes” is selected for Disinherit any children and a child is specified, disinheriting language merges in the document even if Disinherit any children was changed to “No.”
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, when creating a joint RLT and selecting options that result in a marital trust for the surviving spouse, an error results in the marital trust article of the merged document that reads, “for the benefit of my ***husband-wife***”  (it should read, “for the benefit of the survivor”).
RESOLUTION:  Corrected the template.  Click here for details.

2009.06 (July 17, 2009)

ISSUE:  In the joint Medicaid Asset Protection Trust, in some circumstances, the Design of Lifetime Trust dialog does not display all the necessary options, leading to errors in the assembled document.
RESOLUTION:  Corrected the interview logic.

ISSUE  In the Revocable Living Trust, in some circumstances, *** TF GSTT Provisions 2 *** appears in the document.
RESOLUTION:  Corrected the assembly logic.

ISSUE  In the Nonstatutory Health Care Power of Attorney, when the principal is female and when “Silent on the issue” is selected for Authority During Pregnancy, the assembled document still includes a Pregnancy section heading.
RESOLUTION:  Corrected the template so the heading does not merge.  Click here for details.

2009.05 (July 8, 2009)

ENHANCEMENT:  NEW DOCUMENT!  Added HIPAA Authorization in the Health Care Documents group.

ENHANCEMENT:  NEW DOCUMENT!  Added Living Will in the Health Care Documents group.

ENHANCEMENT:  NEW DOCUMENT!  Added Assignment of Personal Property in the Revocable Living Trust and Companion Will Documents group.

ENHANCEMENT:  In the Names area, on the dialog for designating children, added ability to designate if the child is blind or disabled.

ENHANCEMENT:  In the Revocable Living Trust, added option to allow any one trustee to sign documents on behalf of the trust.  Click here for details.

ENHANCEMENT:  Added new option to Trust Protector dialog for all trusts, except the Revocable Living Trust, to specify whether an amendment by the Trust Protector relates back to the original date of the trust.  Click here for details.

ENHANCEMENT:  In the Medicaid Asset Protection Trust interview, added additional information on the Grantor Retained Rights and Grantor Trust Provisions dialogs.

ISSUE:  The Generation-Skipping Transfer Tax Considerations section of the Trust Administration article always merges, even when not selecting to include it.
RESOLUTION:  Corrected the template so that the provision only merges when the option is selected.

ISSUE:  The heading for paragraph III.B in the Medicaid Asset Protection Trust Summary and Funding Letter produces the misspelled word “INITALLY.”
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Medicaid Asset Protection Trust, when including residence provisions and cooperative apartment restrictions, an extra space appears between the last two words of the resulting provision (if  required).
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  Schedule A to the joint Medicaid Asset Protection Trust incorrectly refers to Community Property.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In the Revocable Living Trust, in some cases, ***IF ! TF Family Trust option 5*** appears at the end of the second paragraph of the Disposition of Property Upon Disclaimer section of the Division and Distribution of Remainder of My Trust Estate article.
RESOLUTION:  Corrected the interview logic.

ISSUE:  In the Self-Settled Special Needs Trust, when not created by court, and when including Trust Protector provisions, merge errors result in the Trust Protector provisions.
RESOLUTION:  Made numerous minor changes to variables in the Trust Protector template.

ISSUE:  In the Medicaid Asset Protection Trust, when selecting to include homestead provisions for real property, a capitalized “My” or “Our” appears in the middle of the first sentence of the second paragraph.
RESOLUTION:  Corrected the template to use lower case my or our.  Click here for details.

ISSUE:  In the Revocable Living Trust, when the planning state is Florida, the My Permanent Residence subsection of the Powers Reserved by Me as Grantor section did not include a paragraph about the current residence and trustee authority to maintain the property as homestead property.
RESOLUTION:  Added the paragraph to the template.  Click here for details.

ISSUE:  In the Revocable Living TrustRLT Companion Will, and Standalone Will, in the Residuary Distribution article, in a limited set of circumstances, language about the distribution of the estate to the spouse does not merge.
RESOLUTION:  Added the language to the template.  Click here for details.

MISCELLANEOUS:
1.  In the Third-Party Supplemental Needs TrustSelf-Settled Special Needs Trust, and Sole Benefit Trust, removed the clause or to protect the Trust property from government recovery from the second sentence in the first full paragraph of the Changing the Governing Law and Situs of Administration section of the General Provisions article.  Click here for details.
2.  In the Revocable Living TrustRLT Companion Will, and Standalone Will, in the Marital Trust article, clarified that the trust is for the benefit of the spouse.  Click here for details.
3.  Augmented Trust Protector provisions for the Third-Party Supplemental Needs TrustSelf-Settled Special Needs Trust, and Sole Benefit Trust.

2009.04 (May 22, 2009)

ENHANCEMENT:  Modified initial dialog in document groups for usability.  Added links to new step-by-step instructions for creating a new document and for creating scenarios.

ENHANCEMENT:  Added Funding Instructions to the RLT and Companion Will document group.

ENHANCEMENT:  Added VA Claim Questionnaire to the Client Questionnaires document group.

ENHANCEMENT:  Added FUTURE New York Statutory Short Form Power of Attorney to the library in the State Statutory Financial Powers of Attorney folder that comports with the NY law that will become effective on September 1, 2009 (but that could also be revised before then).

ENHANCEMENT:  In EC PNoteCalc™, the promissory note calculator, added a CALCULATE button below the Calculator Input section, rather than automatically performing the calculation.  Also added instructions for how to use the calculator for community spouse calculations.

ENHANCEMENT:  Modified the Colorado Statutory Living Will for consistency with statute effective January 1, 2009, and for formatting consistent with other documents.

ISSUE:  In the Revocable Living Trust, a Contest Provision section would appear in the General Provisions article, even when selecting to not include a contest provision.
RESOLUTION:  Interview logic corrected.

ISSUE:  In the Revocable Living Trust, for an unmarried individual grantor, when there are no specific distributions, but when selecting to include a personal property memorandum, the Article heading is blank.
RESOLUTION:  Interview logic corrected.

ISSUE:  In the Standalone Will and the RLT Companion Will, when assembling without page breaks between articles, the testator and witness signature lines do not merge.
RESOLUTION:  Template footer in Word section 5 of “ED_will shell.rtf” was changed so it is not Same as Previous.

ISSUE:  In the footer of the Client Questionnaire, when selecting to include firm information in the footer, the page number merges at the end of the last line of the firm information.
RESOLUTION: Footer of the template was corrected.

2009.03 (May 7, 2009)

ENHANCEMENT:  Added options to the Standalone Will interview for distribution of tangible personal property to spouse, children, or other people.

ISSUE:  In some cases, the RLT Companion Will would merge errors in the marital trust article.
RESOLUTION:  Corrected interview logic to prevent the issue.

ISSUE:  In some cases, the RLT Companion Will would merge a personal representative powers provision that referenced trusts when it should not have.
RESOLUTION:  Corrected the template.  Click here for details.

ISSUE:  In some cases, the RLT Companion Will would not merge the names of the personal representatives.
RESOLUTION:  Interview logic was changed to fix the issue.

ISSUE:  The RLT Companion Will interview did not contain an option for entering witnesses and in some cases would merge a default witness attestation clause.
RESOLUTION:  Interview logic was changed to fix the issue.

ISSUE:  In the Revocable Living Trust, in some circumstances, when selecting named residuary beneficiaries, and when holding a share in a general needs trust, errors result in the merged document in the distribution upon death provision.
RESOLUTION:  Interview logic was changed to fix the issue.

ISSUE:  The New York Statutory Short Form General Power of Attorney assembles the wrong form.
RESOLUTION:  The template files were replaced with the correct files (ny_dpoa.rtf and ny_dpoa.cmp).

2009.02 (May 1, 2009)

ISSUE:  “Invalid COUNT parameter” error when assembling the Trust Summary and Funding Letter for the Medicaid Asset Protection Trust.
RESOLUTION:  Corrected logic to prevent the issue.

ISSUE:  Medicaid Asset Protection Trust interview, Initial Design Information > Initial Trustees dialog, Will Grantor be Trustee question giving opposite result from selection.
RESOLUTION:  Corrected logic in template.  Click here for details.

ISSUE:  When assembling the short MAP trust for an unmarried grantor, and when selecting to give the grantor a special power of appointment, errors result in the document.
RESOLUTION:  Corrected logic in template.  Click here for details.

ISSUE:  In Global Preferences dialog, Letter Closing option appeared incorrectly as “Very Truly Yours” rather than “Very truly yours.”
RESOLUTION:  Changed the option to “Very truly yours.”

ISSUE:  Link to document explaining how to name cotrustees goes to wrong document.
RESOLUTION:  Changed the link to open the correct document.

ISSUE:  Unanswered question errors are produced in the Medicaid Asset Protection Trust when including Trust Protector provisions and Grantor Trust provisions without the spigot power, and when the power to add charitable beneficiaries is selected.
RESOLUTION:  Changed the interview logic to prevent the errors.

ISSUE:  Unable to assemble Nonstatutory Health Care Power of Attorney.
RESOLUTION:  Corrected interview logic.

ISSUE:  Unable to assemble Nonstatutory Durable Financial Power of Attorney.
RESOLUTION:  Corrected logic in template.

ISSUE:  Unable to assemble Fee Agreement.
RESOLUTION:  Corrected logic in template.

ISSUE:  In some cases, the How to Assemble dialog showed ***Active document*** at the top.
RESOLUTION:  Corrected interview logic.

ISSUE:  State statutory Living Will templates were not easily accessible.
RESOLUTION:  Added folder to library for State Statutory Living Wills (ASSEMBLE DIRECTLY).

2009.01 (April 23, 2009)

This is the initial release of ElderDocx 2009.

ENHANCEMENTS OVER ELDERDOCX 2008
— NEW Revocable Living Trust and Companion Will document group.
— NEW Comments feature to facilitate communications among staff about a document.
— Works with the FREE HotDocs Player 2008 SR1a.
— Incorporated state statutory health care powers into Master Interview and Document Assembly.
— Locked component files to prevent editing, which would cause system to stop working with HotDocs Player.
— Improved and updated state-specific case information.
— Option for firm information in footer of documents.
— Option to include or exclude page breaks between Articles.

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