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ElderDocx

ElderDocx®, Our 5-Star Rated
Document Drafting System

ElderDocx puts a smart, efficient document creation and assembly process right at your fingertips.

ElderDocx helps you generate a wide array of elder law (including general estate planning),
special needs planning and Veterans pension planning documents.

Time and time again our members tell us how much more successful they’ve become with the benefits of our document drafting system.

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EC Special Needs Planning System members will receive a document assembly program that generates an expansive group of documents, including: Third party supplemental needs trusts with supporting documents, self-settled special needs trusts including Medicare Set-Aside provisions, various letters to beneficiaries, trustees and government agencies, as well as intake and other supporting documents. For a full list of all documents available, please click here.

ElderDocx is a continually evolving system-updates provide more actionable content and improve the drafting experience.

Elderdocx

Features

ElderDocx provides comprehensive and efficient drafting and calculating tools that makes document assembly a smart, intuitive process saving your firm time and money.

Expansive Catalog of Documents in Elder Law, Veterans Pension Planning, and Special Needs
Correct and Consistent Formatting
Updated Case Law
Rapidly Draft Complex Documents and Save Your Team Time and Money

Included in the Current Release:

  • Concerns Assessment
  • Letter to Client After Being Hired
  • EC Medicaid Asset Protection Trust™ (Indiv/Joint)
  • Pour-Over Will
  • Trust Summary and Funding Letter
  • Certification of Trust
  • Assignment of Personal Property
  • Trust Amendment
  • Information for Tax Professionals
  • Information for Trustees
  • Letter to Lender re Garn-St. Germain
  • Standalone Will
  • Personal Property Memorandum
  • EC Veterans Asset Protection Trust® (Indiv/Joint)
  • Pour-Over Will
  • Trust Summary and Funding Letter
  • Certification of Trust
  • Assignment of Personal Property
  • Trust Amendment
  • Information for Tax Professionals
  • Information for Trustees
  • Letter to Lender re Garn-St. Germain
  • Concerns Assessment
  • Letter to Client After Being Hired
  • EC Medicaid Asset Protection Trust™ (Indiv/Joint)
  • Pour-Over Will
  • Trust Summary and Funding Letter
  • Certification of Trust
  • Assignment of Personal Property
  • Trust Amendment
  • Information for Tax Professionals
  • Information for Trustees
  • Letter to Lender re Garn-St. Germain
  • EC Parental Protection Trust™
  • Certification of Trust
  • Trust Amendment
  • Information for Trustees
  • Grantor Trust Letter
  • CPA Letter
  • Third-Party Trust Letter to SSA/Medicaid
  • Trustee Letter re Duty to Report
  • ISM Reporting Letter
  • Individual Revocable Living Trust
  • Joint Revocable Living Trust
  • RLT Companion Will
  • Funding Instructions
  • Personal Property Memorandum
  • Certification of Trust
  • Assignment of Personal Property
  • Trust Amendment
  • Third-Party Supplemental Needs Trust
  • Certification of Trust
  • Trust Amendment
  • Trustee Instruction Letter
  • Grantor Trust Letter
  • CPA Letter
  • Third-Party Trust Letter to SSA/Medicaid
  • Trustee Letter re Duty to Report
  • ISM Reporting Letter
  • Qualified Disability Trust Letter
  • SNT Donor Letter
  • Concerns Assessment
  • Elder Law Questionnaire
  • Veterans Benefits Questionnaire
  • 3rd-Party SNT Questionnaire
  • Sole Benefit Trust
  • Certification of Trust
  • Trust Amendment
  • Qualified Income Trust
  • Certification of Trust
  • Funding and Trustee Instructions
  • Trust Amendment
  • State-Specific QITs (GA|OH|SC|TX)
  • Self-Settled Special Needs Trusts (d4A)
  • Self-Settled Special Needs Trusts (d4A) with MSA provisions
  • Certification of Trust
  • Trust Amendment
  • Self-Settled SNT Checklist
  • Trustee Instruction Letter
  • Grantor Trust Letter
  • d4A Letter to SSA/Medicaid
  • Trustee Letter re Duty to Report
  • CPA Letter
  • Landlord Letter re Section 8 Housing and d4A
  • Qualified Disability Trust Letter
  • Notice of Beneficiary’s Death
  • Living Will
  • Nonstatutory Health Care Power of Attorney
  • State Statutory Health Care Documents
    (AL|AZ|CA|CO|DE|FL|GA|ID|IL|KS|KY|LA|
    MD|MS|NC|NH|NV|NY|OK|OR|PA|RI|SC|TX|
    UT|WA|WI)
  • Nonstatutory Durable Financial Power of Attorney
  • State Statutory Powers of Attorney with Enhanced Powers
    (AK|AL|AR|CA|CO|CT|DE|FL|GA|HI|ID|IL|MD|
    MN|NC|NV|NY|OH|OK|RI|TX|UT|WI|WV)
  • Note Calculator
  • DRA-Compliant Promissory Note
  • Client Data Report
  • Amortization Schedule
  • Letter to Borrower
  • Client letters:
    Initial Consultation Letter
    Post-Consult Letter, Not Retained
    Post-Consult Letter, Retained
    Disengagement
  • Third Party letters:
    Client Requires Live-in Assistance
    Thank you for Client Referral
  • Nursing Home letter:
    Thank you for Tour
  • Lender letter:
    Garn-St. Germain
  • Annuity Calculator
  • Client Data Report
  • Annuity Payment Schedule
  • Names Report
  • Fiduciaries Report
  • Portfolio Inserts
  • Medicaid Asset Protection Letter
  • VA Asset Protection Letter
  • Income and Asset Report
  • Long and Short Fee Agreements
  • Fee Agreement Cover Letter
  • Caregiver Agreement
  • Care Log
  • Letter to Caregiver
  • Affidavit of Caregiver

Advantages

Services – Free in-house ElderDocx support and access to the Document Library filled with case law, design sheets, sample scenario answer files, training and more.

Results – “ElderDocx software has really helped make something that was previously incredibly tedious into something that is much more profitable for my firm.”
-Michele Fuller, Michigan

Quality – ElderDocx received 5-star ratings in overall usefulness, instructional documentation, ease of navigation, design of interface, and learning curve.

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