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.
ElderDocx is an evolving software. Ongoing updates provide additional content and improve the drafting experience.
Features
ElderDocx provides comprehensive and efficient drafting and calculating tools that makes document assembly a smart, intuitive process saving your firm 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
- Trustee Documents
- Trust Protector Documents
- Information for Tax Professionals
- Information for Trustees
- Letter to Lender re Garn-St. Germain
- Standalone Will
- Personal Property Memorandum
- 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
- Trustee Documents
- Trust Protector Documents
- Information for Tax Professionals
- Information for Trustees
- Letter to Lender re Garn-St. Germain
- EC Veterans Asset Protection Trust® (Indiv/Joint)
- Pour-Over Will
- Trust Summary and Funding Letter
- Certification of Trust
- Assignment of Personal Property
- Trust Amendment
- Trustee Documents
- Trust Protector Documents
- Information for Tax Professionals
- Information for Trustees
- Letter to Lender re Garn-St. Germain
- EC Parental Protection Trust™
- Certification of Trust
- Trust Amendment
- Trustee Documents
- Trust Protector Documents
- 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
- Trustee Documents
- Trust Protector Documents
- EC Secure Supplemental Needs Trust™
- Certification of Trust
- Trust Amendment
- Trustee Documents
- Trust Protector Documents
- Trustee Instruction Letter
- CPA Letter
- Third-Party Trust Letter to SSA/Medicaid
- Trustee Letter re Duty to Report
- ISM Reporting Letter
- Qualified Disability Trust Letter
- Third-Party Supplemental Needs Trust
- Certification of Trust
- Trust Amendment
- Trustee Documents
- Trust Protector Documents
- 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
- Self-Settled Special Needs Trusts (d4A)
- Self-Settled Special Needs Trusts (d4A) with MSA provisions
- Certification of Trust
- Trust Amendment
- Trustee Documents
- Trust Protector Documents
- 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
- Decanting Consent
- Decanting Notice
- Summary of Decanting
- Letter to Clients, Expanding Services
- Letter to Prospects, Promoting Services
- Letter to Attorney, Promoting Services
- Letter to Facility, Promoting Services
- Letter to Financial Planner, Promoting Services
- Letter to Medicaid Office, Introduction
- Letter to Anyone, Invitation to Open House
- Email to Anyone, eBook and Testimonial Links
- Email to Anyone, Video Links
- Press Release Announcing Elder Law Services
- Concerns Assessment
- Elder Law Questionnaire
- Veterans Benefits Questionnaire
- 3rd-Party SNT Questionnaire
- Sole Benefit Trust
- Certification of Trust
- Trust Amendment
- Trustee Documents
- Trust Protector Documents
- Qualified Income Trust
- Certification of Trust
- Funding and Trustee Instructions
- Trust Amendment
- Trustee Documents
- Trust Protector Documents
- State-Specific QITs (GA|OH|OK|SC|TX)
- Living Will
- Nonstatutory Health Care Power of Attorney
- State Statutory Health Care Documents
(AL|AZ|CA|CO|CT|DE|FL|GA|ID|IL|KS|KY|LA|ME|
MD|MS|NC|NH|NM|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|KY|MD|MN|
MT|NC|NH|NM|NV|NY|OH|OK|RI|SD|TX|UT|WI|WV) - Nonstatutory Disposition of Remains Document
- State Statutory Disposition of Remains Documents
(AK|AL|CO|CT|DE|GA|HI|IA|IL|IN|KY|MT|NE|NV|NY|
OH|OR|TX|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
Get Started With ElderDocx by ElderCounsel
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.