| Type: | |||||
| Change: |
Typ. |
Chg. |
Date▲ |
File Name |
Description |
|---|---|---|---|---|
| Issue | Lang. | 2023.01.12 | Updated Virginia Advance Medical Directive to comply with Va. Code Ann. Section 54.1-2984. | |
| New | Lang. | 2022.12.29 | Added North Carolina Statutory Advance Instruction for Mental Health Treatment to comply with N.C. Gen. Stat. Section 122C-77. | |
| New | Lang. | 2022.12.29 | Added Oklahoma Medicaid Income Pension Trust to comply with OKDHS Form 08MA023E. | |
| New | Other | 2022.12.29 | Added new Decanting documents (Summary of Decanting, Notice to Beneficiary, and Consent of Beneficiary). | |
| New | Other | 2022.12.29 | Added new Decanting documents (Summary of Decanting, Notice to Beneficiary, and Consent of Beneficiary). | |
| New | Other | 2022.12.29 | Added new Decanting documents (Summary of Decanting, Notice to Beneficiary, and Consent of Beneficiary). | |
| Issue | Lang. | 2022.12.29 | Change the interview and body of the letter so that the regular mail address is in a multi-line field and removed from the paragraph. | |
| Issue | Lang. | 2022.12.29 | Corrected a minor grammatical error in the RLT in the "Administration During Incapacity" article, "Distributions for Benefit " section, " Caregivers to be Hired as Needed" subsection, changed "aids, Hospice, or other caregivers" to "aids, hospice, or other caregivers". | |
| Issue | Lang. | 2022.12.29 | In Indiana Living Will, updated statute referenced. | |
| Issue | Lang. | 2022.12.29 | In the MAPL, in the section " Make an Exempt Transfer of Assets to a Self-Settled Special Needs Trust" corrected incorrect language. | |
| Issue | Other | 2022.12.29 | In the Nevada Statutory Form Power of Attorney, in the "Signature and Acknowledgment" section, corrected an issue where the entered signing city was not displayed. | |
| Misc. | Lang. | 2022.12.29 | In the Nonstatutory Durable Financial Power of Attorney, modified revocation of prior powers provisions. | |
| New | Lang. | 2022.12.29 | In the Nonstatutory Living Will, modified the language so the Principal can request a number of days before being taken off life support. | |
| Misc. | Lang. | 2022.12.29 | In the accumulation trust provisions, changed the title of a section from "Intent to Qualify for Life Expectancy Treatment" to "Intent to Qualify as Accumulation Trust," and added a footnote explaining the provision. | |
| Misc. | Lang. | 2022.12.29 | Minor language revisions to marketing letter promoting services to attorneys. | |
| Misc. | Lang. | 2022.12.29 | Modified the Illinois Statutory Short Form Power of Attorney for Health Care to comply with the latest updates to the code. | |
| Misc. | Lang. | 2022.12.29 | Updated VA and SNT tax figures for 2023. | |
| Misc. | Lang. | 2022.12.29 | Updated VA and SNT tax figures for 2023. | |
| Misc. | Lang. | 2022.12.29 | Updated VA and SNT tax figures for 2023. | |
| Issue | Lang. | 2022.12.29 | Updated the Nonstatutory Health Care Power of Attorney for Indiana to comply with Senate Enrolled Act 204. | |
| Issue | Lang. | 2022.12.29 | Updated the Nonstatutory Health Care Power of Attorney for Indiana to comply with Senate Enrolled Act 204. | |
| Misc. | Other | 2022.12.02 | In the VAPPL addendum, updated the VA pension figures for 2023. | |
| New | Lang. | 2022.11.01 | Added Delaware self-proving affidavit to comply with Delaware Code section 1305. | |
| New | Lang. | 2022.11.01 | Added Delaware self-proving affidavit to comply with Delaware Code section 1305. | |
| New | Lang. | 2022.09.29 | Added Oklahoma Statutory Health Care Power of Attorney to comply with Oklahoma Statutes Section 63-3111.5. | |
| New | Lang. | 2022.09.29 | Added Tennessee warning to Health Care POA to comply with TN Code section 34-6-205 (2020). | |
| Enh. | Other | 2022.09.29 | Added support for bulk marketing letters. | |
| Enh. | Lang. | 2022.09.29 | Added warning to comply with Tennessee Code Section 34-6-205 (2020). | |
| Enh. | Lang. | 2022.09.29 | Added warning to comply with Tennessee Code Section 34-6-205 (2020). | |
| Enh. | Lang. | 2022.09.29 | Added warning to comply with Tennessee Code Section 34-6-205 (2020). | |
| Enh. | Lang. | 2022.09.29 | Added warning to comply with Tennessee Code Section 34-6-205 (2020). | |
| Misc. | Other | 2022.09.29 | In nonstatutory documents that utilize a 2-witness side-by-side signature block, reformatted the signatures into a table to better accommodate longer names and addresses. | |
| Enh. | Lang. | 2022.09.29 | In the MAPT, VAPT, and MFPT, in the Trustee Succession Article, placed the language for Beneficiary's Right to Serve as Trustee into a sub-template so that it can also be used in the RLT. | |
| Enh. | Lang. | 2022.09.29 | In the Certification of Trust, when planning state is Florida, new powers of direction language to comply with section 736.1017(e), Florida Statutes. | |
| Misc. | Other | 2022.09.29 | In the HIPAA Authorization, Nonstatutory Health Care Power of Attorney, and Assignment of Personal Property, removed underlining from the "Dated:" field when a signing date is included in the assembled document. | |
| Misc. | Other | 2022.09.29 | In the HIPAA Authorization, Nonstatutory Health Care Power of Attorney, and Assignment of Personal Property, removed underlining from the "Dated:" field when a signing date is included in the assembled document. | |
| Misc. | Other | 2022.09.29 | In the HIPAA Authorization, Nonstatutory Health Care Power of Attorney, and Assignment of Personal Property, removed underlining from the "Dated:" field when a signing date is included in the assembled document. | |
| Enh. | Lang. | 2022.09.29 | In the New York Statutory Financial Power of Attorney, added a new revocation option "Revoke all except bank forms". | |
| Enh. | Lang. | 2022.09.29 | In the Nonstatutory Durable Financial Power of Attorney, modified revocation of prior powers provisions. | |
| Enh. | Lang. | 2022.09.29 | In the RLT, in the Trustee Succession Article, added a new section containing language for Beneficiary's Right to Serve as Trustee. | |
| Enh. | Lang. | 2022.09.29 | In the RLT, in the Trustee Succession Article, added a new section containing language for Beneficiary's Right to Serve as Trustee. | |
| Misc. | Other | 2022.09.29 | In the Self-Settled SNT Checklist, added "Beneficiary" under Type of Trust/Established By. | |
| Enh. | Lang. | 2022.09.29 | In the Standalone Will, in the Definitions and General Provisions section, added new section entitled "Payment for Funeral and Burial or Cremation". | |
| Misc. | Lang. | 2022.09.29 | In the TPSNT, in the Trustee Succession and Trust Protector Provisions article, in the Provisions for Trust Protector section, corrected the capitalization of "legal representative". | |
| Misc. | Lang. | 2022.09.29 | In the execution and attestation clause of all trusts, clarified the language that appears above the signatures regarding the grantors and trustees executing the agreement. | |
| Enh. | Lang. | 2022.09.29 | In the joint RLT, in the Survivor's Trust article, in the General Power of Appointment section, added a technical footnote explaining the provision. | |
| Misc. | Other | 2022.09.29 | In the statutory HCPOA for Virginia, removed requirement for an agent's home telephone number to be entered in the document interview. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| New | Lang. | 2022.09.29 | New set of marketing documents added to ElderDocx, including press release, letters, and emails. | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Misc. | Other | 2022.09.29 | To improve consistency across trusts, wills, and ancillary documents, ensured a comma appears in the trust title between the trust name and date (e.g., "the Dough Living Trust, dated..."). | |
| Issue | Lang. | 2022.09.21 | In the SSSNT Trust, in the Early Termination Provisions article, in the Disposition of Trust Assets Upon Early Termination section, corrected a typo in the citation. | |
| Issue | Other | 2022.08.29 | In the Nonstatutory Durable Financial Power of Attorney, corrected an assembly error that could occur under certain circumstances when the Require Originals paragraph is inserted in the desktop version of ElderDocx. | |
| Issue | Lang. | 2022.08.02 | In the Medicaid Asset Protection Letter and Veterans Asset Protection Letter, in the Transfer of Assets (Gifts) Subject to a Penalty Period paragraph, corrected language at the end of the paragraph. | |
| Issue | Other | 2022.08.02 | In the Medicaid Asset Protection Letter and Veterans Asset Protection Letter, in the VA Pension Benefits Addendum, adjusted formatting in the Pension Benefits Charts to ensure the associated footnotes remain with the correct page. | |
| Issue | Lang. | 2022.08.02 | Modified the Minnesota statutory Short Form Power of Attorney to comply with the latest changes to MN 523.23. | |
| Misc. | Other | 2022.07.25 | In the MAPL and VAPL Addendum, under the section entitled "How Do I Apply?," updated the instructions for applying for VA Pension benefits. | |
| Issue | Other | 2022.07.21 | In the Nonstatutory Durable Financial Power of Attorney, updated a few HotDocs codes around footnotes. | |
| Issue | Other | 2022.07.21 | In the Nonstatutory Durable Financial Power of Attorney, updated a few HotDocs codes around footnotes. | |
| Issue | Other | 2022.07.21 | In the Nonstatutory Durable Financial Power of Attorney, updated a few HotDocs codes around footnotes. | |
| Issue | Other | 2022.07.21 | In the Nonstatutory Durable Financial Power of Attorney, updated a few HotDocs codes around footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the <document>, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2022.07.19 | Added option to produce an annotated document for the nonstatutory Financial POA, including client summaries and technical footnotes. | |
| Misc. | Other | 2022.07.19 | In the MAPL, in the Outstanding Debt table, corrected a formatting error in the Creditor column. | |
| Misc. | Other | 2022.07.19 | In the Nonstatutory Health Care Power of Attorney, changed the formatting of the preparer line. | |
| Enh. | Lang. | 2022.07.19 | Updated the Secure SNT for new Secure Act regulations. | |
| Enh. | Lang. | 2022.07.19 | Updated the accumulation trust provisions for new Secure Act regulations. | |
| Enh. | Lang. | 2022.07.19 | Updated the accumulation trust provisions for new Secure Act regulations. | |
| Enh. | Lang. | 2022.07.19 | Updated the accumulation trust provisions for new Secure Act regulations. | |
| Enh. | Lang. | 2022.07.19 | Updated the accumulation trust provisions for new Secure Act regulations. | |
| Enh. | Lang. | 2022.07.19 | Updated the accumulation trust provisions for new Secure Act regulations. | |
| Enh. | Lang. | 2022.07.19 | Updated the accumulation trust provisions for new Secure Act regulations. | |
| Enh. | Lang. | 2022.07.19 | Updated the accumulation trust provisions for new Secure Act regulations. | |
| Enh. | Lang. | 2022.07.19 | Updated the accumulation trust provisions for new Secure Act regulations. | |
| Issue | Lang. | 2022.06.27 | In the RLT Companion Will, in the Trustee Succession Article, updated HotDocs codes to ensure an incorrect reference to "Co-Executors" doesn't appear in the assembled document. | |
| Issue | Lang. | 2022.06.07 | In the client summary of the Trustee Succession article of the MAPT, VAPT, and MFPT, corrected an issue in the Distribution Trustee language. | |
| Issue | Lang. | 2022.06.02 | In the TPSNT, PPT, Secure SNT and SBT Trusts, in the Trustee's Powers article, in the Business Powers section, corrected a grammatical error. | |
| Issue | Other | 2022.05.09 | In the SSSNT, TPSNT, SBT and PPT Trusts, in the Early Termination Provisions article, corrected numbering issues in several sections. | |
| Issue | Lang. | 2022.04.25 | In the MAPT, VAPT, RLT, RLT companion will and QIT, in the Administration of Trusts for Underage and Incapacitated Beneficiaries article, in the Distributions of Underage and Incapacitated Beneficiaries section, removed an empty paragraph that appeared when not including accumulation trust provisions. | |
| Issue | Lang. | 2022.04.25 | In the fee agreement letter for a Medicaid application, in the benefits application section, corrected a grammatical error. | |
| Issue | Other | 2022.04.06 | In the no-contest clause, corrected logic that resulted in ***junk*** appearing for non-RLT documents. | |
| New | Lang. | 2022.04.05 | Added New Hampshire jurat for non-will documents to comply with N.H. Rev. Stat. Section 456-B:8 (2020). | |
| Misc. | Lang. | 2022.03.24 | Updated the Veterans Pension Benefits charts in the addendum to the MAPL and VAPL. | |
| New | Lang. | 2022.02.22 | Added New Mexico self-proving affidavit to comply with N.M. Stat. Ann. section 45-2-504. | |
| New | Lang. | 2022.02.22 | Added new acknowledgment and jurat for New Mexico to comply with N.M. Stat. Ann. section 45-2-504. | |
| New | Lang. | 2022.02.22 | Added new acknowledgment template for New Mexico to comply with New Mexico Revised Uniform Law on Notarial Acts. | |
| Issue | Lang. | 2022.02.22 | In the Promissory Note template, made changes to comply with Illinois law. | |
| Issue | Other | 2022.02.04 | In the Financial Power of Attorney, in the Qualified Plans section, corrected the section numbering. | |
| Issue | Other | 2022.02.02 | In the MAPT funding letter, corrected heading numbering. | |
| Issue | Lang. | 2022.01.25 | In the Connecticut Health Care Instructions, removed duplicate sentence. | |
| Misc. | Lang. | 2022.01.03 | Updated VA and SNT tax figures for 2022. | |
| Misc. | Lang. | 2022.01.03 | Updated VA and SNT tax figures for 2022. | |
| Misc. | Lang. | 2022.01.03 | Updated VA and SNT tax figures for 2022. | |
| Issue | Other | 2021.12.17 | In the Certification of Trust, corrected a numbering format issue. | |
| Enh. | Lang. | 2021.12.15 | In the RLT, in the Administration of Trust During Incapacity article, added section indicating that the Trustee has no further duties if everyone holding power to revoke or terminate trust is incapacitated. | |
| Enh. | Lang. | 2021.12.15 | In the revocable 3rd-party SNT, in the Trust Administration article, in the Trust Accounting section, added language indicating that the Trustee has no further duties if everyone holding power to revoke or terminate trust is incapacitated. | |
| Misc. | Lang. | 2021.12.03 | In the Rhode Island statutory form Durable Power of Attorney for Health Care, updated "tissue owner" in warning to "tissue donor". | |
| Misc. | Lang. | 2021.11.19 | Updated the New Hampshire Advance Directive to comply with the New Hampshire Revised Statutes Annotated Section 137-J:19-20. | |
| Issue | Lang. | 2021.11.11 | Updated the Illinois Short Form Power of Attorney for Health Care to comply with changes that were effective July 30, 2021. | |
| Issue | Lang. | 2021.11.11 | Updated the Nevada statutory Living Will to match the two different types of forms in the statute. | |
| New | Lang. | 2021.10.30 | Added new Oklahoma statutory Agent's Certification. | |
| Enh. | Lang. | 2021.10.30 | In the New York statutory Short Form Power of Attorney, ensured that the principal's alias is shown when included. | |
| Issue | Lang. | 2021.10.30 | Modified the Oklahoma statutory Power of Attorney to comply with the latest changes to OK HB2548. | |
| Issue | Lang. | 2021.10.20 | In the Supplemental Needs Trust article, in the Distributions of Income and Principal section, prevented the Supplemental Needs Trust Savings Clause subsection heading from being shown when the subsection was empty. | |
| New | Lang. | 2021.10.05 | Added Connecticut statutory Disposition of Remains and Appointment of Agent document, per Connecticut Statutes Section 45a-318(g). | |
| New | Lang. | 2021.10.05 | Added Maine statutory Advance Health Care Directive per Maine Revised Statutes Title 18-C Section 5-805. | |
| Enh. | Lang. | 2021.10.05 | Added client summary to two d4A templates. | |
| Enh. | Lang. | 2021.10.05 | Added client summary to two d4A templates. | |
| New | Lang. | 2021.10.05 | Added new New Mexico statutory Advance Health-Care Directive. | |
| New | Lang. | 2021.10.05 | Added new New Mexico statutory Agent's Certification. | |
| Issue | Lang. | 2021.10.05 | In the Indiana attestation clause, made changes to comply with Indiana HB 1255. | |
| Enh. | Lang. | 2021.10.05 | In the MAPT, VAPT and MFPT Trusts and in the Standalone Will, in the Resignation of a Trustee section, added language to provide the ability for the acting trustee to appoint his or her own successors. | |
| Enh. | Lang. | 2021.10.05 | In the MAPT, VAPT and MFPT Trusts and in the Standalone Will, in the Resignation of a Trustee section, added language to provide the ability for the acting trustee to appoint his or her own successors. | |
| Enh. | Lang. | 2021.10.05 | In the MAPT, VAPT and MFPT Trusts and in the Standalone Will, in the Resignation of a Trustee section, added language to provide the ability for the acting trustee to appoint his or her own successors. | |
| Issue | Lang. | 2021.10.05 | In the Nonstatutory Durable Financial Power of Attorney, in the Gifting Powers section, added language when only certain agents are allowed to gift to themselves. | |
| Enh. | Other | 2021.10.05 | In the Nonstatutory Health Care Power of Attorney, added logic to make reference to the principal's "also known as" name in the assembled document. | |
| Misc. | Other | 2021.10.05 | In the SSSNT (d4A), TPSNT and SBT, In the Distributions During Beneficiary's Lifetime article, in the Distributions of Income and Principal section, when the distribution standard is Supplemental and Discretionary, modified an annotated footnote. | |
| Misc. | Other | 2021.10.05 | In the SSSNT (d4A), TPSNT and SBT, In the Distributions During Beneficiary's Lifetime article, in the Distributions of Income and Principal section, when the distribution standard is Supplemental and Discretionary, modified an annotated footnote. | |
| Enh. | Other | 2021.10.05 | In the SSSNT and SSSNT MSA d4A Trusts, in the Distributions During Beneficiary's Lifetime article, in the Distributions of Income and Principal, modified an annotated footnote. | |
| Enh. | Lang. | 2021.10.05 | In the SSSNT, SSSNT MSA d4A, TPSNT, PPT, Secure SNT and SBT Trusts, in the Resignation of a Trustee section, added language to provide the ability for the acting trustee to appoint his or her own successors. | |
| Issue | Lang. | 2021.10.05 | Modified the Oregon Statutory Advance Directive to comply with latest changes to OR. REV. STAT. ANN. §127.505 - .660. | |
| New | Lang. | 2021.10.04 | Added new New Mexico statutory Power of Attorney. | |
| Issue | Lang. | 2021.09.19 | In the New York statutory Short Form Power of Attorney, corrected and error that caused the Designation of Successor Agent display incorrect information in some cases. | |
| Issue | Lang. | 2021.09.08 | In the MAPT, VAPT and MFPT, in the Trustee's Powers article, in the Real Estate Powers section, for planning state of New York, when the grantor retains power to reside in the property, removed the words "alter" and "improve" from the first paragraph, and added language relating to this at the end of the section. | |
| New | Lang. | 2021.08.11 | Added New Hampshire self-proving affidavit to comply with N.H. Rev. Stat. section 551:2-a. | |
| New | Lang. | 2021.08.11 | Added New Hampshire self-proving affidavit to comply with N.H. Rev. Stat. section 551:2-a. | |
| New | Lang. | 2021.08.11 | Added New Hampshire self-proving affidavit to comply with N.H. Rev. Stat. section 551:2-a. | |
| New | Lang. | 2021.08.11 | Added new South Dakota Statutory Form Power of Attorney. | |
| New | Lang. | 2021.08.11 | Added support for New Hampshire notary signature for wills. | |
| Enh. | Other | 2021.08.11 | Added support for new "Voice of agreement" option (e.g., me-us, my-our, etc.) in the Fee Agreement. | |
| Enh. | Other | 2021.08.11 | Added support for new "Voice of agreement" option (e.g., me-us, my-our, etc.) in the Fee Agreement. | |
| Enh. | Other | 2021.08.11 | Added support for new "Voice of agreement" option (e.g., me-us, my-our, etc.) in the Fee Agreement. | |
| Enh. | Lang. | 2021.08.11 | Added technical footnotes to First-Party SNT (d4a) templates in preparation for producing an annotated document. | |
| Enh. | Lang. | 2021.08.11 | Added technical footnotes to First-Party SNT (d4a) templates in preparation for producing an annotated document. | |
| Enh. | Lang. | 2021.08.11 | Added technical footnotes to First-Party SNT (d4a) templates in preparation for producing an annotated document. | |
| Enh. | Lang. | 2021.08.11 | In the Arizona statutory Mental Healthcare POA, added an option select between notarizing and witnessing. | |
| Enh. | Lang. | 2021.08.11 | In the New York Statutory Power of Attorney, added option to intentionally omit optional sections, and moved gifting provisions in certain circumstances. | |
| Enh. | Lang. | 2021.08.11 | In the New York Statutory Power of Attorney, moved gifting provisions in certain circumstances. | |
| Misc. | Lang. | 2021.08.11 | In the SSSNT, SSSNT MSA d4A, and TPSNT Trusts, in the "Administration Upon Beneficiary's Death" article, moved the accumulation trust language in order to make it more consistent with other ElderDocx Trusts. The affected section ("Beneficiaries of Retirement-Account Proceeds") is now located in the "Trust Administration" article. | |
| Misc. | Lang. | 2021.08.11 | In the SSSNT, SSSNT MSA d4A, and TPSNT Trusts, in the "Trust Administration" article, moved the accumulation trust provisions ("Beneficiaries of Retirement-Account Proceeds" section) into this article for improved consistency with other ElderDocx Trusts. | |
| Issue | Lang. | 2021.08.11 | In the Trust Amendment, in the Contest Provision section, added a paragraph to mirror the language in an RLT or a Restatement. | |
| New | Other | 2021.08.11 | New collection of 'Trust Protector Documents' has been added to all trusts. | |
| New | Other | 2021.08.11 | New collection of 'Trust Protector Documents' has been added to all trusts. | |
| Misc. | Other | 2021.08.11 | Updated a HotDocs code in Trustee Documents template. | |
| Issue | Lang. | 2021.08.11 | Updated the Indiana Living Will to match the current statute. | |
| Issue | Lang. | 2021.06.25 | In the Durable Power of Attorney, in the enhanced powers section "Ownership and Rights of Survivorship," added language so that the agent could add or delete a joint tenant on real or personal property. | |
| Issue | Other | 2021.06.24 | Misc. corrections made to the newly released trustee documents. | |
| Issue | Lang. | 2021.06.18 | In the New York statutory Short Form Power of Attorney, corrected a minor typo in the Designation of a Successor Agent section. | |
| Issue | Lang. | 2021.06.14 | In the New York statutory Short Form Power of Attorney, made a number of technical corrections to the Modifications section. | |
| Issue | Other | 2021.06.14 | In the Trust Protector provisions for a Supplemental Needs Trust, made a technical correction to a footnote. | |
| New | Lang. | 2021.06.13 | Added Alabama statutory Disposition of Remains Affidavit, per Alabama Code Title 34. Professions and Businesses, Section 34-13-11 (a)(2)(b). | |
| New | Lang. | 2021.06.13 | Added Alaska statutory Disposition of Human Remains, Form of Disposition Document, per Alaska Statutes Section 13.75.030 (2019). | |
| New | Lang. | 2021.06.13 | Added Colorado statutory Declaration of Disposition of Last Remains, per Colorado Re Stat. 15-19-107. | |
| New | Lang. | 2021.06.13 | Added Delaware statutory Declaration of Disposition of Last Remains, per Delaware Code Title 12, Chapter 2, Section 265. | |
| New | Lang. | 2021.06.13 | Added Georgia statutory Affidavit on Disposition of Remains, per Official Code of Georgia Annotated, Title 31, Chapter 21, Article 1, Section 7 (a) (b) (2) (B). | |
| New | Lang. | 2021.06.13 | Added Illinois statutory Appointment of Agent to Control Disposition of Remains, per 755 Illinois Compiled Statutes 65/10. | |
| New | Lang. | 2021.06.13 | Added Indiana Statutory Form of Funeral Planning Declaration, per 2019 Indiana Code Title 29, Article 2, Chapter 19, Section 13. | |
| New | Lang. | 2021.06.13 | Added Iowa statutory Declaration of Designee, per Iowa Code Section 144C.6. | |
| New | Lang. | 2021.06.13 | Added Kentucky statutory Funeral Planning Declaration Form FPD-1, 04-17, per Kentucky Rev. Stat. 367.93101(3). | |
| New | Lang. | 2021.06.13 | Added Montana statutory Right of Disposition of Remains, 04-17, per Montana Code Annotated 2019, Title 37, Chapter 19, Part 9. | |
| New | Lang. | 2021.06.13 | Added Nebraska statutory Right of disposition of remains and funeral arrangements; powers and duties; petition filed with court; considerations; court order, per Nebraska Revised Statute 30-2223. | |
| New | Lang. | 2021.06.13 | Added Nevada statutory Disposition of Remains Affidavit, per Nevada Revised Statutes Section 451.024 (9). | |
| New | Lang. | 2021.06.13 | Added Ohio statutory Disposition of Remains form, per Ohio Rev. Code Section 2108.72(B). | |
| New | Lang. | 2021.06.13 | Added Ohio statutory Disposition of Remains form, per Ohio Rev. Code Section 2108.72(B). | |
| New | Lang. | 2021.06.13 | Added Oregon statutory Appointment of Person to Make Decisions Concerning Disposition of Remains, per Oregon Revised Statutes Section 97.130. | |
| New | Lang. | 2021.06.13 | Added Texas statutory Appointment for Disposition of Remains, per Texas Health and Safety Code Section 711.002 (b). | |
| New | Lang. | 2021.06.13 | Added West Virginia statutory Affidavit on Disposition of Remains, per West Virginia Code Chapter 30, Article 6, Section 22A (B). | |
| New | Lang. | 2021.06.13 | Added Wisconsin statutory Authorization for Final Disposition, per Wisconsin State Statutes Chapter 154, Section 154.30 (8) (f). | |
| New | Other | 2021.06.13 | Added a new letter regarding client's decision to decline asset protection. | |
| New | Other | 2021.06.13 | Added a new letter regarding client's decision to decline asset protection. | |
| New | Lang. | 2021.06.13 | Added nonstatutory Disposition of Last Remains. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Enh. | Lang. | 2021.06.13 | Added option to produce an annotated document for the Third-Party SNT, Sole Benefit Trust, Parental Protection Trust, and Secure SNT, including client summaries and technical footnotes. | |
| Misc. | Lang. | 2021.06.13 | For New York Powers of Attorney, in the enhanced gifting power, added language to exclude witnesses as gift recipients to conform to NY GOB Law 5-1501B.1(b). | |
| Misc. | Lang. | 2021.06.13 | For state-specific QITs, removed language in the Certification of Trust that referenced a Third-Party Reliance clause in the QIT. | |
| Misc. | Lang. | 2021.06.13 | In the Contingent SNT article of Wills and Trusts, in the "Distributions of Income and Principal" section, updated language contained in Supplemental Needs Trust Savings Clause with respect to accumulation trust provisions and provisions when forced spousal SNT and QTIP. | |
| Enh. | Lang. | 2021.06.13 | In the MAPL, in the section that discusses Prior Transfers, added language regarding changes to New York's Medicaid rules. | |
| Misc. | Lang. | 2021.06.13 | In the Marital Trust article of the Will, in the "Distributions of Principal" section, added a footnote regarding accumulation trust provisions and forced spousal SNT and QTIP. | |
| Enh. | Lang. | 2021.06.13 | In the Medicaid Asset Protection Letter, in the Excess Income section, incorporated language specific to New Hampshire's Medicaid program and pay rate. | |
| Enh. | Lang. | 2021.06.13 | In the Medicaid Asset Protection Letter, in the Excess Income section, incorporated language specific to New Hampshire's Medicaid program and pay rate. | |
| Enh. | Lang. | 2021.06.13 | In the New York statutory Disposition of Remains form, corrected signature line formatting, added the relationship of the agent to the principal, and fixed the successor agent address. | |
| Enh. | Lang. | 2021.06.13 | In the Nonstatutory Durable Power of Attorney for New York, made updates to match the current statute. | |
| Enh. | Other | 2021.06.13 | In the Nonstatutory Health Care Power of Attorney, implemented new options for Witnessed and Notarized. | |
| Enh. | Other | 2021.06.13 | In the QIT, implemented new option for including the Administration of Trusts for Underage and Incapacitated Beneficiaries article (where previously, it was always included). | |
| Enh. | Lang. | 2021.06.13 | In the QIT, in the Establishing My Trust article, below the Identifying My Trust section, added a new section for Third-Party Reliance on Affidavit or Certification of Trust. | |
| Misc. | Lang. | 2021.06.13 | In the RLT, in the "Trustee Succession" article, in the "Trustee Resignation, Removal, and Appointment" section, in the last paragraph, replaced ", may only be appointed with a Trustee that is not related or subordinate to the person" with "must not be related or subordinate to the person" for clarity. | |
| Enh. | Lang. | 2021.06.13 | In the SSSNT and SSSNT MSA d4A Trusts, in the Distributions During Beneficiary's Lifetime article, added a new section for Travel Expenses to the examples of special needs. | |
| Enh. | Lang. | 2021.06.13 | In the TPSNT, in the Administration Upon Beneficiary's Death article, in the Beneficiaries of Retirement-Account Proceeds section, enabled language in support of naming a maximum-age beneficiary. | |
| Enh. | Other | 2021.06.13 | In the Trust Summary and Funding Letter for the MAPT, MFPT, and VAPT, added support for new interview option to specify citations. | |
| Enh. | Other | 2021.06.13 | In the state-specific QITs, added logic to make reference to the grantor's "also known as" name in the assembled document. | |
| Enh. | Other | 2021.06.13 | In the state-specific QITs, added logic to make reference to the grantor's "also known as" name in the assembled document. | |
| Enh. | Other | 2021.06.13 | In the state-specific QITs, added logic to make reference to the grantor's "also known as" name in the assembled document. | |
| Enh. | Other | 2021.06.13 | In the state-specific QITs, added logic to make reference to the grantor's "also known as" name in the assembled document. | |
| Enh. | Other | 2021.06.13 | In the state-specific QITs, added logic to make reference to the grantor's "also known as" name in the assembled document. | |
| Misc. | Other | 2021.06.13 | Minor non-textual changes for compatibility with other statutory disposition of remains forms. | |
| New | Other | 2021.06.13 | New collection of 'Trustee Documents' has been added to all trusts. | |
| Issue | Lang. | 2021.06.13 | Updated the New York Statutory Short Form Power of Attorney to match current statute. | |
| Issue | Other | 2021.05.11 | In the VAPT, in the "Administration While [I am/Trustmaker is] Living" article, modified an annotated footnote to correct a compatibility issue with the online version of ElderDocx. | |
| Issue | Lang. | 2021.05.07 | In the Nonstatutory Durable Power of Attorney, in the Limitation on Powers article, in the Tax Sensitive Powers section, corrected an issue that could result in a cross referencing error in the assembled document. | |
| Misc. | Other | 2021.04.30 | In the Nevada Statutory Durable Power of Attorney for Health Care Decisions, in the "Designation of Alternate Agent" section, corrected another formatting issue. | |
| Misc. | Other | 2021.04.30 | In the Nevada Statutory Form Power of Attorney, in the "Designation of Alternate Agent(s)" section, corrected the formatting of telephone numbers. | |
| Issue | Lang. | 2021.04.27 | In the Nonstatutory Durable Power of Attorney, in the Limitation on Powers article, in the Tax Sensitive Powers section, corrected an error that in some cases would result in an incomplete sentence in the assembled document. | |
| Misc. | Other | 2021.04.23 | In the Nevada Statutory Durable Power of Attorney for Health Care Decisions, in the "Designation of Alternate Agent" section, corrected a formatting issue. | |
| Issue | Lang. | 2021.04.16 | In the New York Affidavit of Subscribing Witness, modified HotDocs logic to correct an issue with witness jurat when notarized in Florida. | |
| Issue | Lang. | 2021.03.16 | Corrected the text under the Minnesota Statutory Power of Attorney notary signature. | |
| Issue | Other | 2021.03.16 | In the notary block and jurat, fixed a bug that was causing formatting errors for multiple states. | |
| Issue | Other | 2021.03.16 | In the notary block and jurat, fixed a bug that was causing formatting errors for multiple states. | |
| Issue | Lang. | 2021.03.10 | Modified the Ohio acknowledgment and jurat to conform to Ohio Revised Code Section 147.542 (B) and (D). | |
| Issue | Lang. | 2021.03.10 | Modified the Ohio acknowledgment and jurat to conform to Ohio Revised Code Section 147.542 (B) and (D). | |
| Issue | Lang. | 2021.03.10 | Updated the Tennessee acknowledgment to conform to Tenn. Code Ann. Section 66-22-107(b) and (c). | |
| Issue | Lang. | 2021.02.26 | In the Residuary Distribution article of the Standalone Will, in the "Division of My Residuary Estate" section, removed language stating each child's share will be distributed to the Trustee to administer as a separate share for the benefit of the child. Also fine-tuned HotDocs logic to ensure marital trust language is included (or not) under specific conditions. | |
| Issue | Other | 2021.02.19 | In short form Fee Agreement, updated several HotDocs codes to ensure paragraphs are formatted properly in the online version of ElderDocx. | |
| Issue | Lang. | 2021.02.19 | In the Residuary Distribution article of the Standalone Will, modified HotDocs logic to ensure marital trust language is not included under specific conditions. | |
| New | Lang. | 2021.02.09 | Added Connecticut statutory Appointment of Health Care Representative, per Connecticut General Statutes Section 10a-577. | |
| New | Lang. | 2021.02.09 | Added Connecticut statutory Document Concerning Health Care and Withholding or Withdrawal of Life Support Systems, per Connecticut General Statutes Section 10a-575. | |
| New | Lang. | 2021.02.09 | Added Connecticut statutory Health Care Instructions, per Connecticut General Statutes Section 10a-575a. | |
| New | Lang. | 2021.02.09 | Added Nevada statutory Durable Power of Attorney for Health Care Decisions for Adult with Dementia, per Nevada Revised Statutes Section 162A.870. | |
| New | Lang. | 2021.02.09 | Added Nevada statutory Durable Power of Attorney for Health Care Decisions for Adult with Intellectual Disability, per Nevada Revised Statutes Section 162A.865. | |
| New | Lang. | 2021.02.09 | Added New Illinois Statutory Declaration for Mental Health Treatment. | |
| New | Lang. | 2021.02.09 | Added new New Hampshire Statutory Power of Attorney, Agent's Certification and Durable Power of Attorney Notice. | |
| New | Lang. | 2021.02.09 | Added new New Hampshire Statutory Power of Attorney, Agent's Certification and Durable Power of Attorney Notice. | |
| New | Lang. | 2021.02.09 | Added new New Hampshire Statutory Power of Attorney, Agent's Certification and Durable Power of Attorney Notice. | |
| Misc. | Other | 2021.02.09 | In Part One, Section 3 of the Georgia Advance Directive for Health Care, corrected a formatting issue. | |
| Misc. | Other | 2021.02.09 | In Trusts and Will that have subtrust trustees and distribution subtrust trustees, updated the HotDocs logic involved in insertion of the trustees during assembly (for compatibility with the online version). | |
| Misc. | Other | 2021.02.09 | In Trusts and Will that have subtrust trustees and distribution subtrust trustees, updated the HotDocs logic involved in insertion of the trustees during assembly (for compatibility with the online version). | |
| Misc. | Other | 2021.02.09 | In Trusts and Will that have subtrust trustees and distribution subtrust trustees, updated the HotDocs logic involved in insertion of the trustees during assembly (for compatibility with the online version). | |
| Issue | Lang. | 2021.02.09 | In the MAPT, MFPT and VAPT, in the Trustee Powers article, in the "Introduction to Trustee's Powers" section modified the Trustee's powers for Connecticut to ensure an unqualified reference to the Connecticut Fiduciary Powers Act. | |
| Misc. | Lang. | 2021.02.09 | In the MAPT, in the "Trust Administration" article, in the "Exercise of Testamentary Power of Appointment" section, changed language referring to holder of LPOA from "beneficiary" to "power holder". | |
| Misc. | Lang. | 2021.02.09 | In the Nonstatutory Durable Financial Power of Attorney, in the language that appears if prior Powers of Attorney are revoked, removed the word "short" from the phrase "state statutory short form durable power of attorney". | |
| New | Lang. | 2021.02.09 | In the Nonstatutory Health Care Power of Attorney, in the "Recitals" article, in the "Effectiveness, Duration, and Durability" section, modified the language when the Health Care Power is effective immediately. | |
| Misc. | Other | 2021.02.09 | In the Nonstatutory Living Will, updated formatting of the heading paragraphs for improved compatibility with the online version of ElderDocx. | |
| Issue | Lang. | 2021.02.09 | In the QIT Certification of Trust, corrected declarations to coordinate with the Trust. | |
| Misc. | Other | 2021.02.09 | In the QIT Funding and Trustee Instructions, in the section that discusses deposits to the QIT account, removed an extra space that appeared between two sentences. | |
| Issue | Lang. | 2021.02.09 | In the RLT, RLT Companion Will and Pourover Will, in the Trustee Powers article, in the "Trustee's Powers" section modified the Trustee's powers for Connecticut to ensure an unqualified reference to the Connecticut Fiduciary Powers Act. | |
| Issue | Lang. | 2021.02.09 | In the SSSNT, SSSNT MSA d4A, and SBT Trusts, in the Powers and Duties of Trustee article, in the "Investment Powers" section modified the Trustee's powers for Connecticut to ensure an unqualified reference to the Connecticut Fiduciary Powers Act. | |
| Issue | Lang. | 2021.02.09 | In the SSSNT, SSSNT MSA d4A, and SBT Trusts, in the Trustee's Powers article, in the "Introduction to Trustee's Powers" section modified the Trustee's powers for Connecticut to ensure an unqualified reference to the Connecticut Fiduciary Powers Act. | |
| Issue | Lang. | 2021.02.09 | Modifications made to California Advance Directive to comply with AB-3211. | |
| Misc. | Lang. | 2021.02.09 | Updated Maryland statutory form Limited Power of Attorney to conform to Maryland Code Section 17-203 (Estates and Trusts). | |
| Misc. | Lang. | 2021.02.09 | Updated Maryland statutory form Personal Financial Power of Attorney to conform to Maryland Code Section 17-202 (Estates and Trusts). | |
| Misc. | Lang. | 2021.02.09 | Updated the Nonstatutory Durable Financial Power of Attorney for New Hampshire to comply with NH Rev Stat Section 564-E:301 (2017). | |
| Issue | Lang. | 2021.02.09 | Updates to Nevada Statutory Health Care Power of Attorney to match current statute. | |
| Issue | Lang. | 2021.02.09 | Updates to Nevada Statutory Living Will to match current statute. | |
| Issue | Lang. | 2021.02.09 | Updates to Nevada Statutory Power of Attorney to match current statute. | |
| Issue | Other | 2021.01.08 | In Part Four of the Georgia Advance Directive for Health Care, corrected a formatting issue. | |
| Misc. | Lang. | 2021.01.04 | In the MAPL/VAPL Addendum updated the Veterans Pension Benefits Charts, effective January 1, 2021. | |
| Issue | Other | 2021.01.04 | In the Trustee Instruction letter, added missing dollar sign in the "F. Reporting Guidelines - Medicaid and SSI" paragraph. | |
| Misc. | Lang. | 2021.01.04 | Updated VA and SNT tax figures for 2021. | |
| Misc. | Lang. | 2021.01.04 | Updated VA and SNT tax figures for 2021. | |
| Misc. | Lang. | 2021.01.04 | Updated VA and SNT tax figures for 2021. | |
| Issue | Lang. | 2020.12.08 | In the revocable Third-Party Supplemental Needs Trust, in the "Irrevocability of this Trust" section, removed superfluous language that could cause confusion. | |
| Issue | Lang. | 2020.11.16 | In the MAPT, VAPT, MFPT, RLT and Standalone Will, in the Residuary Beneficiary Article, in the Distribution of the Share Section, in the Distribution Upon Death paragraph, corrected an issue where in some circumstances language appears inappropriately when selecting either "Descendants outright or in trust, different terms for each child" or "Named beneficiaries outright or in trust, different terms for each" for "Residuary beneficiaries", and selecting "Beneficiary's desc. > Siblings and desc. > Grantor/testator's desc." for "Distributions upon death". | |
| New | Lang. | 2020.10.13 | Added Kentucky statutory Agent's Certification, per Kentucky Revised Statutes Section 475.430. | |
| New | Lang. | 2020.10.13 | Added Kentucky statutory Power of Attorney form, per Kentucky Revised Statutes Section 457.420. | |
| Enh. | Other | 2020.10.13 | Added optional second witness for the Georgia statutory Power of Attorney. | |
| Misc. | Other | 2020.10.13 | In the MAPL summary, changed how spenddown strategies are inserted within table cell (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | In the MAPL summary, changed how spenddown strategies are inserted within table cell (for compatibility with the online version). | |
| Issue | Lang. | 2020.10.13 | In the MAPL, when the planning state is Kansas, corrected incorrect language in the "Planning Strategies for Excess Income" section. | |
| Misc. | Other | 2020.10.13 | In the MAPL/VAPL, in the Personal Information section, modified a HotDocs code (for compatibility with the online version). | |
| Misc. | Lang. | 2020.10.13 | In the MAPT, VAPT, MFPT, RLT and Standalone Will, in the Supplemental Needs Trust article, in the Use of Care Manager section, changed from "Licensed Clinical Social Worker" to "Clinical Licensed Social Worker" for consistency. | |
| Enh. | Lang. | 2020.10.13 | In the MAPT, VAPT, and MFPT, when selecting the option for the death trustees to be the same as the lifetime trustees, eliminated the subsections titled "Trustee Succession During Lifetime" and "Trustee Succession After Death," replacing them with a single subsection titled "Trustee Succession". | |
| Enh. | Lang. | 2020.10.13 | In the Nonstatutory Financial Durable Power of Attorney, in the Beneficiary Designations enhanced power, added the word "revoke" to the phrase "may select, create, revoke, or change beneficiary designations". | |
| Misc. | Lang. | 2020.10.13 | In the Nonstatutory Healthcare Power of Attorney, in the Healthcare Preferences, changed "prolong death" to "delay death" in the Intubation section. | |
| Misc. | Lang. | 2020.10.13 | In the Standalone Will and RLT Companion Will, in the Family Information article, in the client summary, replaced the phrase "of your trust upon your death" with "of your estate" in one place. | |
| Enh. | Lang. | 2020.10.13 | In the residuary distribution article, clarified the language when a residuary distribution is to a preexisting trust for a beneficiary, but the beneficiary is not then living. | |
| Enh. | Lang. | 2020.10.13 | In the retirement-account provisions for the Standalone Will, when the testator is married and when doing marital deduction planning using a QTIP trust with conduit provisions, added a carve-out so that the retirement-account accumulation-trust provisions will not apply to the QTIP trust. | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Modified several HotDocs codes to use a computation instead of explicit indexing (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Misc. | Other | 2020.10.13 | Updated HotDocs code to insert cover page, footer, and letterhead template directly instead of through a script (for compatibility with the online version). | |
| Issue | Lang. | 2020.08.14 | In the RLT and Standalone Will, in the Family Trust article, in the section that specifies the beneficiaries, corrected language that appears when using 3rd-person voice in a joint trust. | |
| Issue | Lang. | 2020.07.31 | Corrected typo in Checklist for Self-Settled Special Needs Trust (changed "ESTABLISHEMENT" to "ESTABLISHMENT"). | |
| Misc. | Other | 2020.07.08 | Changed a few occurrences of smart quotes to straight quotes to ensure compatibility of templates with HotDocs. | |
| Misc. | Other | 2020.07.08 | Changed a few occurrences of smart quotes to straight quotes to ensure compatibility of templates with HotDocs. | |
| Misc. | Other | 2020.07.08 | Changed a few occurrences of smart quotes to straight quotes to ensure compatibility of templates with HotDocs. | |
| Misc. | Other | 2020.07.08 | Changed a few occurrences of smart quotes to straight quotes to ensure compatibility of templates with HotDocs. | |
| Misc. | Other | 2020.07.08 | Changed a few occurrences of smart quotes to straight quotes to ensure compatibility of templates with HotDocs. | |
| Misc. | Other | 2020.07.08 | Changed a few occurrences of smart quotes to straight quotes to ensure compatibility of templates with HotDocs. | |
| Misc. | Lang. | 2020.07.08 | Changed the phrase "measuring-life beneficiary" to "maximum-age beneficiary" for compatibility with the same change made to the retirement-account accumulation-trust provisions. Also modified the savings language for retirement account. | |
| Misc. | Lang. | 2020.07.08 | Changed the phrase "measuring-life beneficiary" to "maximum-age beneficiary" for compatibility with the same change made to the retirement-account accumulation-trust provisions. Also modified the savings language for retirement account. | |
| Enh. | Lang. | 2020.07.08 | In the 3rd-party SNT documents, in the "General Provisions" article, renamed the "General Provisions" section to "General Provisions and Rules of Construction" and added a new "References to Provisions of Law" subsection thereunder. | |
| Misc. | Other | 2020.07.08 | In the RLT Companion Will, on the cover page, fixed an issue where the date of the will could reflect the date of the RLT. | |
| Enh. | Lang. | 2020.07.08 | In the Self-Settled Special Needs Trust (d4A), in the "Early Termination Provisions" article, modified the "Definition of Early Termination" section and prevented the "Savings Clause" section from appearing when no early termination options are selected. | |
| Enh. | Lang. | 2020.07.08 | In the retirement-account accumulation-trust provisions, changed the phrase "measuring-life beneficiary" to "maximum-age beneficiary" to be more descriptive of the intent; and added a definition of "younger" and "older" in relation to the measuring-life beneficiary to clarify the ambiguity that could arise if the measuring-life beneficiary were not living at the relevant time. | |
| Enh. | Lang. | 2020.07.08 | In the trusts and Standalone Will, in the "General Provisions" article, in the "General Provisions and Rules of Construction" section, added a new "References to Provisions of Law" subsection. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Enh. | Lang. | 2020.07.08 | Miscellaneous changes in support of new Secure SNT. | |
| Issue | Other | 2020.07.08 | Modified the Document Title style to work around an issue where the title that appears on the document cover page could change to an incorrect font when creating a final signing document from an annotated document. | |
| New | Lang. | 2020.07.08 | New "Retirement Accounts" template for use in the new Secure SNT. | |
| New | Lang. | 2020.07.08 | New "Retirement Accounts" template for use in the new Secure SNT. | |
| Issue | Other | 2020.07.08 | Removed an extra space in a HotDocs code [My-Our- Trustmaker's]. | |
| Issue | Lang. | 2020.06.18 | In the RLT, in the Administration of Trusts for Underage and Incapacitated Beneficiaries article, in the Distributions for Underage and Incapacitated Beneficiaries section, corrected an incorrect reference in a footnote. | |
| Misc. | Other | 2020.06.07 | In the RLT and Standalone Will, in the residuary distribution article, changed the client summary font size from 10-point to 12-point for consistency with the remainder of the document. | |
| Issue | Lang. | 2020.06.07 | In the joint RLT, in the marital division article, corrected an issue where "Our Trustee" would appear instead of "The Trustee," even though 3rd-person voice had been selected. | |
| Issue | Lang. | 2020.06.07 | In the joint RLT, in the marital division article, when spousal SNT planning is forced, when not doing marital deduction planning, when the marital/non-marital division is all to marital share with disclaimer, and when the non-marital share goes to the residuary, fixed an issue where the provisions of the article were incomplete. | |
| Issue | Other | 2020.06.02 | In the Nonstatutory Health Care Power of Attorney, in the Reimbursement of Agent section, removed an extra period at the end of the sentence. | |
| Issue | Other | 2020.06.02 | In the RLT, in the "Administration Upon Death" article, removed a hyperlink in the footnote of the annotated document (for compatibility with the online version of ElderDocx). | |
| Issue | Lang. | 2020.06.02 | In the residuary distribution provisions of the RLT and Standalone Will, when including contingent nonspousal SNT provisions, and when selecting the option for residuary distribution to named beneficiaries, and when there is only one named beneficiary who receives the residuary outright, corrected an issue where the paragraph directing the distribution to the contingent SNT when the beneficiary is a Supplemental Needs Person did not appear. | |
| Issue | Other | 2020.05.26 | Corrected the footer in the Hawaii Disposition of Remains document. | |
| Enh. | Lang. | 2020.05.26 | In the "Payment of Claims and Expenses" section of the "Administration Upon Death" article of the Revocable Living Trust, added language to clarify that the prohibition from making those payments from assets passing to a charity only applies if doing so would increase the federal estate tax due from the estate. | |
| Issue | Other | 2020.05.26 | In the Certification of Trust, added option to allow two witnesses. | |
| Enh. | Lang. | 2020.05.26 | In the Initial Consultation client letter, added language to support meeting with the client remotely. | |
| Misc. | Lang. | 2020.05.26 | In the MAPT and VAPT "Information for Tax Professionals" optional disclaimer that appears in the footer, made it clear that the document is not a legal opinion. | |
| Misc. | Lang. | 2020.05.26 | In the Nonstatutory Durable Financial Power of Attorney, removed the arbitration agreement cover page alert. | |
| Issue | Lang. | 2020.05.26 | In the QIT, in the Administration of Trusts for Underage and Incapacitated Beneficiaries article, in the Distributions for Underage and Incapacitated Beneficiaries section, corrected an issue that allowed language that did not apply to a QIT to appear. | |
| Enh. | Other | 2020.05.26 | In the RLT, Companion Will and Standalone Will, in the Residuary Distribution article, in the Division of the Residuary Estate section, now including section headings for each residuary beneficiary. | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT and SSSNT MSA d4A Trusts, added additional language to more fully comply with N.J.A.C. section 10:71-4.11(g)(1). | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT and SSSNT MSA d4A Trusts, added additional language to more fully comply with N.J.A.C. section 10:71-4.11(g)(1). | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT and SSSNT MSA d4A Trusts, added additional language to more fully comply with N.J.A.C. section 10:71-4.11(g)(1). | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT and SSSNT MSA d4A Trusts, added additional language to more fully comply with N.J.A.C. section 10:71-4.11(g)(1). | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT and SSSNT MSA d4A Trusts, added additional language to more fully comply with N.J.A.C. section 10:71-4.11(g)(1). | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT and SSSNT MSA d4A Trusts, added additional language to more fully comply with N.J.A.C. section 10:71-4.11(g)(1). | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT and SSSNT MSA d4A Trusts, added additional language to more fully comply with N.J.A.C. section 10:71-4.11(g)(1). | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT and SSSNT MSA d4A Trusts, added additional language to more fully comply with N.J.A.C. section 10:71-4.11(g)(1). | |
| Enh. | Lang. | 2020.05.26 | In the SSSNT, SSSNT MSA, QIT and SBT, added an option to name a state agency as a residuary beneficiary. | |
| Enh. | Lang. | 2020.05.26 | In the Short Form Fee Agreement, added date field. | |
| Issue | Lang. | 2020.05.26 | In the Standalone Will and RLT Companion Will, when (i) the Spousal SNT is contingent and may be terminated, (ii) the Marital Share is distributed outright unless the surviving spouse is a Supplemental Needs Person, and (iii) including marital deduction planning, fixed an issue where the Marital Trust would not include provisions for the distribution on income or principal, instead relying on the SNT provisions. This was an issue because if the SNT provisions were terminated, then the marital share would not have any provisions for the distribution of income or principal and it's not clear that it would be distributed outright in that circumstance. | |
| Issue | Other | 2020.05.26 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Enh. | Lang. | 2020.05.26 | Modified the Nonstatutory Healthcare Power of Attorney document and interview to allow creation of a short simple document that merely provides a general grant of authority. | |
| Enh. | Lang. | 2020.05.26 | Modified the Nonstatutory Healthcare Power of Attorney document and interview to allow creation of a short simple document that merely provides a general grant of authority. | |
| Issue | Other | 2020.05.11 | In the VAPT, in the "Administration While [I am/Trustmaker is] Living" article, modified an annotated footnote to correct a compatibility issue with the online version of ElderDocx. | |
| Issue | Other | 2020.04.29 | In the Medicaid Asset Protection Letter and Veterans Asset Protection Letter, in the Transfer Penalty Period paragraph, fixed an issue that was causing an unanswered variable to appear when everything was answered. | |
| Issue | Other | 2020.04.27 | In the Standalone Will, in the "Trust Administration Provisions" article, in the "Authority to Terminate Trusts" section, corrected missing punctuation. | |
| Issue | Other | 2020.04.01 | In the MAPT, in the "Administration While [I am/Trustmaker is] Living" article, corrected a condition that (under certain circumstances) could produce an error in the "Intent as to Grantor Trust Status" section heading. | |
| Enh. | Lang. | 2020.03.09 | In the Personal Property Memorandum, changed the wording to be more generic since it can be used with either a will or a trust. Also changed the title to "Tangible Personal Property Memorandum. | |
| Issue | Other | 2020.03.05 | In the RLT and Companion Will, in the Client Summary of the Trustee Succession article, corrected logic that could result in ***junk*** appearing. | |
| New | Lang. | 2020.02.26 | Added Montana statutory Agent's Certification as to the Validity of Power of Attorney and Agent's Authority form, per Montana Code Section 72-31-354. | |
| New | Lang. | 2020.02.26 | Added Montana statutory Agent's Certification as to the Validity of Power of Attorney and Agent's Authority form, per Montana Code Section 72-31-354. | |
| New | Lang. | 2020.02.26 | Added Montana statutory Power of Attorney form, per Montana Code Section 72-31-353. | |
| New | Lang. | 2020.02.26 | Added Montana statutory Power of Attorney form, per Montana Code Section 72-31-353. | |
| New | Lang. | 2020.02.26 | Added statutory New York Appointment of Agent to Control Disposition of Remains, per New York Public Health Laws Section 4201(3). | |
| New | Lang. | 2020.02.26 | Added statutory New York Appointment of Agent to Control Disposition of Remains, per New York Public Health Laws Section 4201(3). | |
| Enh. | Other | 2020.02.26 | Character style "Client Initials" applied to initial lines to support special formatting option for client signing. | |
| Enh. | Other | 2020.02.26 | Character style "Client Initials" applied to initial lines to support special formatting option for client signing. | |
| Enh. | Other | 2020.02.26 | Character style "Client Initials" applied to initial lines to support special formatting option for client signing. | |
| Issue | Other | 2020.02.26 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Enh. | Lang. | 2020.02.26 | In Trusts and Wills, expanded client summary to include names of trustees, executors, guardians, and trust protectors. | |
| Enh. | Lang. | 2020.02.26 | In Trusts and Wills, expanded client summary to include names of trustees, executors, guardians, and trust protectors. | |
| Enh. | Lang. | 2020.02.26 | In Trusts and Wills, expanded client summary to include names of trustees, executors, guardians, and trust protectors. | |
| Enh. | Lang. | 2020.02.26 | In Trusts and Wills, expanded client summary to include names of trustees, executors, guardians, and trust protectors. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Other | 2020.02.26 | In documents that will be signed by clients, added support for a new formatting option which will insert gray boxes to indicate where clients should sign. | |
| Enh. | Lang. | 2020.02.26 | In the MAPL Addendum, in the "Planning Strategies for Excess Income" section, updated the language specific to Medi-Cal (California) law. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2020.02.26 | In the MAPL, modified HotDocs code for inserting the current year for compatibility with the online version of ElderDocx. | |
| Enh. | Other | 2020.02.26 | In the Nonstatutory Durable Financial Power of Attorney, updated HotDocs codes to accommodate a new interview option for pre-filling the date/notary info on the acceptance agent signature. | |
| Issue | Lang. | 2020.02.26 | In the RLT, in the Specific Distributions and Tangible Personal Property article, in the Gift of Residence section, corrected HotDocs logic that could result in an unanswered "spousal SNT override" variable when assembling a document for unmarried life partners. | |
| Enh. | Lang. | 2020.02.26 | In the Trust Summary and Funding Letter for the MAPT, MFPT, and VAPT, beneath the heading Distributions to Lifetime Beneficiary/Trustee, modified language in the 'Include Bene as Trustee' paragraph to support multiple trustee/beneficiary names. | |
| Issue | Lang. | 2020.02.26 | In the Will, in the Specific Distributions and Tangible Personal Property article, modified the HotDocs code for describing the gift recipient in the client summary. | |
| Enh. | Lang. | 2020.02.26 | In the joint RLT, in the "Survivor's Trust" article, added a statement explicitly giving the surviving spouse the authority to amend, restate and revoke the survivor's trust. | |
| Enh. | Other | 2020.02.26 | New option to include a Table of Contents in the Nonstatutory Health Care Power of Attorney. | |
| Enh. | Other | 2020.02.26 | Updated notary heading formats to provide a new variation (COUNTY, ss. without parens) requested by members in the state of Maine. | |
| Issue | Other | 2020.02.20 | Fixed an issue that caused numbered lists to display incorrectly. | |
| Enh. | Lang. | 2020.02.19 | Updated various provisions in support of the Secure Act. | |
| Enh. | Lang. | 2020.02.19 | Updated various provisions in support of the Secure Act. | |
| Enh. | Lang. | 2020.02.19 | Updated various provisions in support of the Secure Act. | |
| Enh. | Lang. | 2020.02.19 | Updated various provisions in support of the Secure Act. | |
| Enh. | Lang. | 2020.02.19 | Updated various provisions in support of the Secure Act. | |
| Issue | Lang. | 2020.01.22 | In the Family Information section of Trusts and Wills, clarified the language regarding child references. | |
| Issue | Lang. | 2020.01.15 | In the RLT, in the Trustee Succession article, in the Trustee Resignation, Removal, and Appointment section, corrected logic that could result in a deceased child being referenced in the role of an incapacity trustee. | |
| Misc. | Lang. | 2020.01.15 | Updated Florida self-proof and attestation to conform to Section 117.05(13), Florida Statutes, which was updated for new online notarization law. | |
| Misc. | Lang. | 2020.01.15 | Updated Florida self-proof and attestation to conform to Section 117.05(13), Florida Statutes, which was updated for new online notarization law. | |
| Misc. | Lang. | 2020.01.15 | Updated Florida self-proof and attestation to conform to Section 117.05(13), Florida Statutes, which was updated for new online notarization law. | |
| Misc. | Lang. | 2020.01.14 | In the MAPL/VAPL Addendum updated the Veterans Pension Benefits Charts, effective December 1, 2019. | |
| Misc. | Lang. | 2020.01.02 | In the MAPL Addendum, in the "Strategies to Reduce Available Assets" section, modified the language referring to a caretaker child under "Transfer of Assets (Gifts) Not Subject to a Penalty Period". | |
| Misc. | Lang. | 2020.01.02 | In the Nonstatutory Durable Financial Power of Attorney for planning state of District of Columbia, added language pursuant to Code of the District of Columbia, Division VII. Property, Section 42-101. | |
| New | Lang. | 2020.01.02 | In the Nonstatutory Durable Financial Power of Attorney for planning state of District of Columbia, added language pursuant to Code of the District of Columbia, Division VII. Property, Section 42-101. | |
| New | Lang. | 2020.01.02 | In the Nonstatutory Durable Financial Power of Attorney for planning state of District of Columbia, added language pursuant to Code of the District of Columbia, Division VII. Property, Section 42-101. | |
| Misc. | Other | 2020.01.02 | In the RLT for planning state of Florida, in the "Establishing the Trust" article, in the "Powers Reserved by Grantor" section, added logic for optionally inserting homestead language for the current address. | |
| Issue | Lang. | 2020.01.02 | In the SSSNT d4A Letter to SSA/Medicaid, corrected the language for describing a trust established by the beneficiary. | |
| Misc. | Lang. | 2020.01.02 | Updated Florida acknowledgment and jurat to conform to Section 117.05(13), Florida Statutes, which was updated for new online notarization law. | |
| Misc. | Lang. | 2020.01.02 | Updated Florida acknowledgment and jurat to conform to Section 117.05(13), Florida Statutes, which was updated for new online notarization law. | |
| Misc. | Lang. | 2020.01.02 | Updated Florida acknowledgment and jurat to conform to Section 117.05(13), Florida Statutes, which was updated for new online notarization law. | |
| Misc. | Lang. | 2020.01.02 | Updated Florida acknowledgment and jurat to conform to Section 117.05(13), Florida Statutes, which was updated for new online notarization law. | |
| Issue | Lang. | 2020.01.02 | Updated SNT tax figures for 2020. | |
| Issue | Lang. | 2020.01.02 | Updated SNT tax figures for 2020. | |
| Issue | Lang. | 2020.01.02 | Updated SNT tax figures for 2020. | |
| Issue | Lang. | 2020.01.02 | Updated SNT tax figures for 2020. | |
| Issue | Lang. | 2020.01.02 | Updated SNT tax figures for 2020. | |
| New | Lang. | 2019.12.11 | Added Arizona Statutory Advance Directive for Mental Health Treatment to comply with A.R.S. Section 36-3286. | |
| New | Lang. | 2019.12.11 | Added Arizona Statutory Advance Directive for Mental Health Treatment to comply with A.R.S. Section 36-3286. | |
| New | Lang. | 2019.12.11 | Added Hawaii Advance Health Care Directive to comply with HRS 327E-16. | |
| New | Lang. | 2019.12.11 | Added Hawaii Written Instrument to Control Disposition of Remains to comply with HRS 531B-5. | |
| New | Lang. | 2019.12.11 | Added Nevada statutory Declaration (Regarding Life-Sustaining Procedures) to comply with NRS 449A.436. | |
| New | Lang. | 2019.12.11 | Added Oklahoma Statutory Advance Directive for Mental Health Treatment to comply with 43A Okl.St.Ann. Section 11-106. | |
| New | Lang. | 2019.12.11 | Added Oklahoma Statutory Advance Directive for Mental Health Treatment to comply with 43A Okl.St.Ann. Section 11-106. | |
| Enh. | Other | 2019.12.11 | Added signing date to the cover page of the Standalone Will, Companion Will and Pour-Over Will. | |
| Enh. | Lang. | 2019.12.11 | In the MAPT, MFPT, and VAPT, in the Remote Contingent Distribution and Administration of Remaining Trust Property articles, incorporated disinheritance language similar to what appears in the RLT and Standalone Will. | |
| Enh. | Lang. | 2019.12.11 | In the MAPT, MFPT, and VAPT, in the Remote Contingent Distribution and Administration of Remaining Trust Property articles, incorporated disinheritance language similar to what appears in the RLT and Standalone Will. | |
| Issue | Other | 2019.12.11 | In the Nonstatutory Power of Attorney, corrected an issue where the footer may not appear correctly when the Certification of Authorization by Principal is inserted. | |
| Enh. | Lang. | 2019.12.11 | In the Trust Administration article of trusts, in the "Trust Accounting" section, added language compliant with Illinois Trust and Trustee's Act. | |
| Enh. | Lang. | 2019.12.11 | In the Trust Administration article of trusts, in the "Trust Accounting" section, added language compliant with Illinois Trust and Trustee's Act. | |
| Enh. | Lang. | 2019.12.11 | In the Trust Administration article of trusts, in the "Trust Accounting" section, added language compliant with Illinois Trust and Trustee's Act. | |
| Enh. | Lang. | 2019.12.11 | In the Trust Administration article of trusts, in the "Trust Accounting" section, added language compliant with Illinois Trust and Trustee's Act. | |
| Misc. | Lang. | 2019.12.11 | In the Trustee Succession articles in all trusts and wills, updated the language that describes how joint cotrustees will act to "by joint decision", and how independent cotrustees will act to "each with independent authority to act, without the consent of the other(s)". | |
| Issue | Other | 2019.12.06 | In the Standalone Will, in the Testator and Witness attestation block for the state of Indiana, corrected a missing space. | |
| Misc. | Lang. | 2019.11.14 | In the MAPL, removed references to the DRA. | |
| Misc. | Lang. | 2019.11.14 | In the MAPL, removed references to the DRA. | |
| Misc. | Lang. | 2019.11.14 | In the MAPL, removed references to the DRA. | |
| Misc. | Lang. | 2019.11.14 | In the MAPL, removed references to the DRA. | |
| Misc. | Lang. | 2019.11.14 | In the MAPL, removed references to the DRA. | |
| Issue | Other | 2019.11.08 | In the RLT, in the Administration of the Trust During Incapacity article, in the Distribution for Gifting Purposes section, fixed a formatting issue that was creating an empty section in the assembled document. | |
| Issue | Lang. | 2019.11.07 | In the RLT, in the "Residuary Trust" article, corrected an issue that could result in "Distribution if Deceased" to appear with an incorrect section number. | |
| Misc. | Lang. | 2019.10.31 | Corrected capitalization of "addresses" in the "Mailing addresses for those receiving copies" heading. | |
| Enh. | Lang. | 2019.10.31 | In the "Trust Summary and Funding Letter" for the MAPT, MFPT, and VAPT, under the "Real Property" heading under "Placing Specific Assets Into Your Trust," when the grantor doesn't own any real property, after the sentence that reads, "You have advised me that you do not own any real property; therefore, no real property is being used to fund this Trust," added the following sentence to make the language flow better: "However, the following information is provided in case you later acquire real property that might be transferred to the trust". | |
| Misc. | Lang. | 2019.10.31 | In the MAPL, removed references to the DRA. | |
| Misc. | Lang. | 2019.10.31 | In the MAPL, removed references to the DRA. | |
| Misc. | Lang. | 2019.10.31 | In the MAPL, removed references to the DRA. | |
| Enh. | Lang. | 2019.10.31 | In the MAPT, MFPT, and VAPT, in the Trustee Powers article, in the "Investment Powers in General" section, added the following sentence: "The Trustee may retain and acquire unproductive and underproductive property". | |
| Misc. | Lang. | 2019.10.31 | In the MAPT, VAPT, MFPT, RLT and Standalone Will, in the Supplemental Needs Trust article, in the Distributions of Income and Principal section, modified language to comply with Ohio law. | |
| Enh. | Lang. | 2019.10.31 | In the MAPT, VAPT, and MFPT, removed logic specific to the long form so that language about an interested trustee's powers being limited by HEMS restriction will appear in the document whether the short form or long form option is used. | |
| Enh. | Lang. | 2019.10.31 | In the MAPT, VAPT, and MFPT, removed logic specific to the long form so that language about an interested trustee's powers being limited by HEMS restriction will appear in the document whether the short form or long form option is used. | |
| Issue | Other | 2019.10.31 | In the Medicaid Asset Protection Letter and Veterans Asset Protection Letter, in the Primary Residence section of the Income and Asset Detail, corrected how the home equity limit for California was truncated to a whole number. | |
| Enh. | Lang. | 2019.10.31 | In the Nonstatutory Durable Financial Power of Attorney, in the "General Powers" article, in the "My Spouse" section, added a sentence allowing the agent to engage in divorce proceedings on the principal's behalf. | |
| Enh. | Lang. | 2019.10.31 | In the Nonstatutory Health Care Power of Attorney, in the Anatomical Gifts section, added new language to support Pennsylvania's Senate Bill 180 which requires explicit and specific consent to donate "hands, facial tissue, limbs or other vascularized composite allografts". | |
| Issue | Lang. | 2019.10.31 | In the RLT, in the "Distributions During Incapacity" article, in the "Distributions for Gifting Purposes" section, removed the paragraph authorizing distributions to the grantor's agent for the purpose of making gifts. Another provision authorizes distributions to the grantor's agent, and the removed provision merely stated a purpose, which was problematic in Pennsylvania for transfer tax purposes. | |
| Misc. | Lang. | 2019.10.31 | In the SNT Trustee Instruction Letter, added a paragraph about Qualified Disability Trust deductions for TPSNTs. | |
| Misc. | Lang. | 2019.10.31 | In the SNT Trustee Instruction Letter, minor refinements to the language regarding SSI Rules and Reporting Guidelines. | |
| Misc. | Lang. | 2019.10.31 | In the SNT Trustee Letter re Duty to Report, in the first paragraph under "Confirm the Benefits that [Beneficiary] is Receiving," added information on using the https://www.ssa.gov/myaccount/ website to verify benefits. | |
| Enh. | Lang. | 2019.10.31 | In the Self-Settled Special Needs Trust (d4A) and the Self-Settled Special Needs MSA Trust, made updates to comply with New Jersey Administrative Code. | |
| Enh. | Lang. | 2019.10.31 | In the Self-Settled Special Needs Trust (d4A) and the Self-Settled Special Needs MSA Trust, made updates to comply with New Jersey Administrative Code. | |
| Enh. | Lang. | 2019.10.31 | In the Self-Settled Special Needs Trust (d4A) and the Self-Settled Special Needs MSA Trust, made updates to comply with New Jersey Administrative Code. | |
| Enh. | Lang. | 2019.10.31 | In the Self-Settled Special Needs Trust (d4A) and the Self-Settled Special Needs MSA Trust, made updates to comply with New Jersey Administrative Code. | |
| Misc. | Lang. | 2019.10.31 | In the TPSNT, in the Distributions During Beneficiary's Lifetime article, in the Distributions of Income and Principal section, modified language to comply with Ohio law. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.31 | Minor updates to format of numbered paragraphs for compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.10.23 | In the Medicaid Asset Protection Letter and Veterans Asset Protection Letter, in the Primary Residence section of the Income and Asset Detail, updated the home equity limit for California. | |
| Issue | Lang. | 2019.10.16 | In the MAPT, VAPT, and MFPT, in the "Administration of Remaining Trust Property" article, relocated the "Funding Shares on a Non?Pro Rata Basis" section to the end of the article to avoid an issue where the preceding section was incorrectly referring to "the following section" in reference to distribution provisions. | |
| Misc. | Lang. | 2019.10.16 | In the MAPT, VAPT, and MFPT, in the Trustee Succession article, in the "Notice of Removal and Appointment" section, added "the primary beneficiary of the trust" as a person to whom notice must be given. | |
| Issue | Lang. | 2019.10.02 | In the Medicaid Asset Protection Letter, in the strategy to create and fund a Medicaid Asset Protection Trust for an immediate eligibility case, removed two paragraphs that were only relevant for a proactive planning case. | |
| Enh. | Lang. | 2019.09.24 | In the RLT and RLT Companion Will, in the Trust Administration and Trustee Powers article, added Trust Accounting provisions. | |
| Issue | Lang. | 2019.09.10 | In the notice for the Durable Power of Attorney for Maine, updated statutory references. | |
| New | Lang. | 2019.09.05 | Added new acknowledgment and jurat for Hawaii to comply with HRS ss. 456-21, 502-41. | |
| New | Lang. | 2019.09.05 | Added new acknowledgment and jurat for Hawaii to comply with HRS ss. 456-21, 502-41. | |
| New | Lang. | 2019.09.05 | Added new acknowledgment and jurat for Hawaii to comply with HRS ss. 456-21, 502-41. | |
| New | Lang. | 2019.09.05 | Added new acknowledgment and jurat for Hawaii to comply with HRS ss. 456-21, 502-41. | |
| Issue | Other | 2019.09.05 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.09.05 | Compatibility updates made for online version of ElderDocx, i.e., minor update to HotDocs codes to ensure page breaks are interpreted properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.09.05 | Compatibility updates made for online version of ElderDocx: adjusted formatting of the paragraph "State of ______, County of __________" within the execution section. | |
| Misc. | Lang. | 2019.09.05 | In the "Information for Tax Professionals" document for the MAPT, MFPT, and VAPT, added a last one-sentence paragraph that reads, "If you have any questions regarding the tax implications or the filing of tax returns, please call upon us to help you." This sentence only comes in if including the firm information in the footer because that's the only place in the document that the firm is identified. | |
| Enh. | Lang. | 2019.09.05 | In the MAPT, VAPT, MFPT, RLT and Standalone Will, updated cross-references to the SNT Administration of Remainder article to include the name of the article. | |
| Enh. | Lang. | 2019.09.05 | In the MAPT, VAPT, MFPT, RLT and Standalone Will, updated cross-references to the SNT Administration of Remainder article to include the name of the article. | |
| Enh. | Lang. | 2019.09.05 | In the MAPT, VAPT, MFPT, RLT and Standalone Will, updated cross-references to the SNT Administration of Remainder article to include the name of the article. | |
| Misc. | Lang. | 2019.09.05 | In the No Contest Clause, for a joint trust, changed the phrase "predeceased us without surviving descendants" to "predeceased both of us without surviving descendants" in 2 places. | |
| Misc. | Lang. | 2019.09.05 | In the No Contest Clause, for a joint trust, changed the phrase "predeceased us without surviving descendants" to "predeceased both of us without surviving descendants" in 2 places. | |
| Issue | Lang. | 2019.09.05 | In the Trust Amendment, in the Florida self-proving affidavit, corrected errors found. | |
| Issue | Lang. | 2019.09.05 | In the VAPT Administration While Living article, corrected the statement of intent. | |
| Issue | Lang. | 2019.09.05 | In the VAPT Trust Summary and Funding Letter, made changes relating to new VA regulations. | |
| Misc. | Other | 2019.09.05 | Made a technical correction that didn't alter the language. | |
| Misc. | Other | 2019.09.05 | Made a technical correction that didn't alter the language. | |
| Misc. | Other | 2019.09.05 | Made a technical correction that didn't alter the language. | |
| Issue | Lang. | 2019.08.26 | In the Third-Party Supplemental Needs Trust, in the "Remote Contingent Distribution" article, corrected an issue that was causing "one-first" to appear when there was only one trustmaker, and that trustmaker was married. | |
| Issue | Lang. | 2019.08.12 | In the MAPL, in the addendum, changed "Long Term Care Diversion Program" to "Statewide Medical Managed Care Long-Term Care Program", and also changed "Long-term" to "Long-Term" in the CARES definition. | |
| Issue | Other | 2019.08.02 | In the MAPT, in the "Administration While Living" article, for a joint trust where the spouse is not a permissible appointee, changed a reference to "your [husband-wife]" to "each other" in the client summary. | |
| Issue | Lang. | 2019.07.16 | In the MAPT, in the "Trust Administration" article, in the "Grantor Trust Provisions" section, corrected an issue that caused a first person reference to appear when third person voice is used. | |
| Issue | Lang. | 2019.07.10 | In the MAPL and VAPL Addendum, in the "Strategies to Reduce Available Assets" section, when including information about personal care contracts, removed a repeated sentence. | |
| Issue | Other | 2019.07.08 | In the Trust Amendment, fixed an issue that was causing an unanswered variable to appear when everything was answered. | |
| New | Lang. | 2019.07.02 | Added Notice and Attorney Certification to comply with Wisconsin Statutes Section 155.30. | |
| New | Lang. | 2019.07.02 | Added Notice and Attorney Certification to comply with Wisconsin Statutes Section 155.30. | |
| New | Lang. | 2019.07.02 | Added Notice and Attorney Certification to comply with Wisconsin Statutes Section 155.30. | |
| Enh. | Lang. | 2019.06.21 | In the d4A, SNT and SBT, added language to relieve trustee of liability relating to ABLE accounts. | |
| Issue | Other | 2019.06.20 | Corrected a formatting issue that was causing a sentence to start with a lower case letter on the platform. | |
| Issue | Other | 2019.06.20 | Corrected a formatting issue that was causing a sentence to start with a lower case letter on the platform. | |
| Issue | Lang. | 2019.06.18 | Corrected typo in WI HCPOA (changed "you make" to "you may"). | |
| Enh. | Lang. | 2019.06.13 | In Wills and Trusts, modified the family information section to recognize deceased children. | |
| Enh. | Lang. | 2019.06.13 | In Wills and Trusts, modified the family information section to recognize deceased children. | |
| Misc. | Lang. | 2019.06.13 | In the Arizona Living Will, removed pregnancy statement for male principals. | |
| Enh. | Lang. | 2019.06.13 | In the MAPL and VAPL, modified the personal information paragraph to recognize deceased children. | |
| Misc. | Other | 2019.06.13 | In the Names Report, added logic to indicate whether signing agents are in use in the document interview. | |
| Misc. | Other | 2019.06.13 | In the Names Report, modified HotDocs codes used for recognizing deceased names, and added DOB/deceased info for children. | |
| Issue | Lang. | 2019.06.13 | In the Residuary Distribution article of the Standalone Will and individual RLT, when the grantor is married, in some cases, the phrase "Upon the death of my spouse and me" appeared when it should not have. The phrase has been removed. | |
| Issue | Other | 2019.06.13 | In the SNT CPA Letter, removed a few unneeded Word artifacts (e.g., bookmarks, field, or shape objects) that could lead to an error opening the assembled document in the online version of ElderDocx. | |
| Misc. | Other | 2019.06.13 | In the firm footer and cover page, added support for website field (for compatibility with the online version of ElderDocx). | |
| Misc. | Other | 2019.06.13 | In the firm footer and cover page, added support for website field (for compatibility with the online version of ElderDocx). | |
| Misc. | Other | 2019.06.13 | In the firm footer and cover page, added support for website field (for compatibility with the online version of ElderDocx). | |
| Issue | Lang. | 2019.06.03 | Updated the Iowa will witnessing and self-proving affidavit to comply with Iowa Code 633.279. | |
| Issue | Lang. | 2019.05.31 | In the joint RLT, in the marital division article, corrected an issue in the client summary box of the annotated document, where duplicate text would sometimes appear. | |
| Issue | Other | 2019.04.23 | In the firm footer and cover page, removed a website field that was causing a HotDocs error. | |
| Issue | Other | 2019.04.23 | In the firm footer and cover page, removed a website field that was causing a HotDocs error. | |
| Issue | Other | 2019.04.23 | In the firm footer and cover page, removed a website field that was causing a HotDocs error. | |
| Misc. | Other | 2019.04.22 | In the firm footer and cover page, added support for website field (for compatibility with the online version of ElderDocx). | |
| Misc. | Other | 2019.04.22 | In the firm footer and cover page, added support for website field (for compatibility with the online version of ElderDocx). | |
| Misc. | Other | 2019.04.22 | In the firm footer and cover page, added support for website field (for compatibility with the online version of ElderDocx). | |
| Issue | Other | 2019.04.19 | In the RLT, in the Survivor's Trust article, in the Survivor's Trust article, in the Distribution of Income and Principal section, corrected the footnote font. | |
| Issue | Lang. | 2019.04.17 | Corrected typo in WI HCPOA (changed a period to a comma). | |
| New | Lang. | 2019.04.15 | Added new Connecticut Statutory Short Form Power of Attorney. | |
| New | Lang. | 2019.04.15 | Added new District of Columbia Statutory Power of Attorney for Health Care. | |
| New | Lang. | 2019.04.15 | Added new District of Columbia Statutory Power of Attorney. | |
| New | Lang. | 2019.04.15 | Added new DocuBank enrollment form. | |
| New | Lang. | 2019.04.15 | Added new Legal Directives, LLC enrollment form. | |
| Misc. | Lang. | 2019.04.15 | Changed "Registration no." to "Commission no." for the Missouri notary block. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.04.15 | Compatibility updates made for online version of ElderDocx, i.e., minor non-textual changes to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Misc. | Lang. | 2019.04.15 | In the ElderDocx Trusts and Wills, modified some remainder beneficiary language for clarity. | |
| Misc. | Lang. | 2019.04.15 | In the ElderDocx Trusts and Wills, modified some remainder beneficiary language for clarity. | |
| Misc. | Other | 2019.04.15 | In the Names Report, added support for new fields in ElderDocx online contact record: Deceased, Deceased Date, and Citizenship. | |
| Misc. | Other | 2019.04.15 | In the New York Statutory Health Care Proxy, modified some of the HotDocs codes for inserting initial and successor agent telephone numbers. | |
| New | Lang. | 2019.03.28 | Added new acknowledgement template for Alabama to comply with Alabama Code Section 35-4-29. | |
| New | Lang. | 2019.03.28 | Added new acknowledgement template for Alabama to comply with Alabama Code Section 35-4-29. | |
| Issue | Other | 2019.03.26 | In the VAPT, in the "Administration While Living" article, corrected a spacing issue between sentences. | |
| Issue | Lang. | 2019.03.21 | Corrected the South Carolina Notary Block for self-proving affidavits. | |
| Issue | Lang. | 2019.03.21 | Corrected the South Carolina Notary Block for self-proving affidavits. | |
| Issue | Lang. | 2019.03.21 | Corrected the South Carolina Notary Block for self-proving affidavits. | |
| Issue | Lang. | 2019.03.21 | Corrected the South Carolina Notary Block for self-proving affidavits. | |
| Issue | Lang. | 2019.03.14 | In the Nevada Statutory Durable Power of Attorney for Health Care Decisions, corrected spelling in heading "11. Nomination of Guardian," and in the section for "5. Duration," corrected a missing paragraph that could occur when a POA expiration date is included. | |
| Issue | Lang. | 2019.03.08 | In the Veterans Asset Protection Letter, in the Assets Summary section, corrected an issue where, in some limited cases, a sentence about the Veterans net worth being below the allowable amount would appear when the net worth was actually above the allowable amount. | |
| Issue | Other | 2019.03.07 | In the short version of the MAPT, in the "Trust Administration" article, in the "Employment of Professionals" section, corrected a formatting issue that caused a sentence to display in an incorrect font. | |
| Misc. | Lang. | 2019.03.04 | Updated the Connecticut Statutory Power of Attorney for miscellaneous statutory changes and to relocate the ElderDocx enhanced powers to just before clause Second. | |
| New | Lang. | 2019.02.27 | Added new Oregon Statutory Form for Appointing Health Care Representatives. | |
| Enh. | Lang. | 2019.02.27 | Modified the Oregon Statutory Advance Directive to comply with OR. REV. STAT. ANN. §127.505 - .660. | |
| Enh. | Lang. | 2019.02.27 | Modified the Oregon Statutory Advance Directive to comply with OR. REV. STAT. ANN. §127.505 - .660. | |
| Enh. | Lang. | 2019.02.27 | Modified the Oregon Statutory Advance Directive to comply with OR. REV. STAT. ANN. §127.505 - .660. | |
| Issue | Lang. | 2019.02.12 | In the Individual RLT, in the "Residuary Trust" article, corrected a missing space that could cause a single occurrence of the words "my" and "residuary" to run together. | |
| Issue | Other | 2019.02.05 | In the MAPT, in the "Grantor Trust Provisions" section, fixed an issue that caused footnotes to appear when not assembling an annotated document. | |
| Issue | Other | 2019.02.04 | In the Durable Power of Attorney, corrected an error that was causing a blank page to appear after the document title. | |
| Enh. | Lang. | 2019.02.01 | Changed grantor trust power to add charitable beneficiaries. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Compatibility updates made for online version of ElderDocx, including revisions to formatting codes to ensure footers appear properly in documents generated using the online version of ElderDocx. | |
| Enh. | Lang. | 2019.02.01 | For Alabama wills, in the "General Provisions" article, added optional provision exempting the executor from "filing an inventory or making any report or final settlement" in accordance with AL Code 43-2-311. | |
| Enh. | Lang. | 2019.02.01 | For Alabama wills, in the "General Provisions" article, added optional provision exempting the executor from "filing an inventory or making any report or final settlement" in accordance with AL Code 43-2-311. | |
| Enh. | Lang. | 2019.02.01 | In SNT Trusts, in the General Provisions section, expanded the definition of "shall and may" to include the word "must". | |
| Issue | Other | 2019.02.01 | In the Fee Agreement, modified logic contained in a HotDocs code to insert the fee agreement services (needed for compatibility with the online version of ElderDocx). | |
| Enh. | Lang. | 2019.02.01 | In the Kansas attestation clause, added an option for a separate witness block. | |
| Enh. | Lang. | 2019.02.01 | In the Kansas attestation clause, added an option for a separate witness block. | |
| Misc. | Other | 2019.02.01 | In the MAPT, MFPT, and VAPT Information for Tax Professionals document, refined some of the HotDocs logic. | |
| Enh. | Lang. | 2019.02.01 | In the MAPT, VAPT, and MFPT, made changes (some language was made conditional) in support of a new option to create a "Conservative trust". | |
| Enh. | Lang. | 2019.02.01 | In the MAPT, VAPT, and MFPT, made changes (some language was made conditional) in support of a new option to create a "Conservative trust". | |
| Enh. | Lang. | 2019.02.01 | In the MAPT, VAPT, and MFPT, made changes (some language was made conditional) in support of a new option to create a "Conservative trust". | |
| Enh. | Lang. | 2019.02.01 | In the MAPT, VAPT, and MFPT, made changes (some language was made conditional) in support of a new option to create a "Conservative trust". | |
| Enh. | Lang. | 2019.02.01 | In the MAPT, VAPT, and MFPT, made changes (some language was made conditional) in support of a new option to create a "Conservative trust". | |
| Enh. | Lang. | 2019.02.01 | In the Medical Asset Protection Trust, added wording to allow non-pro rata distribution. | |
| Misc. | Other | 2019.02.01 | In the New York Statutory Short Form Power of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Lang. | 2019.02.01 | In the Nonstatutory Durable Financial Power of Attorney for Florida, in the "Limitation on Powers" article, in the "Tax Sensitive Powers" section, changed "so long as the such exercise" to "so long as such exercise". | |
| Enh. | Lang. | 2019.02.01 | In the Parental Protection Trust, in the Intent as to Tax Treatment section of the Establishing the Trust article, introduced a new provision that gives the trustee the discretion to reimburse the grantor for taxes paid by her/him during the course of trust term. | |
| Misc. | Other | 2019.02.01 | In the RLT Companion Will, changed order of the alternate distribution paragraphs so survival of spouse appears first. | |
| Enh. | Lang. | 2019.02.01 | In the RLT, MAPT, VAPT, and MFPT (for individual trusts only), added more specific qualifying language to indicate the trustee will act "Upon [my-trustmaker's] death" to the following articles: Specific Distributions, Tangible Personal Property, and Residuary Distribution. | |
| Enh. | Lang. | 2019.02.01 | In the RLT, MAPT, VAPT, and MFPT (for individual trusts only), added more specific qualifying language to indicate the trustee will act "Upon [my-trustmaker's] death" to the following articles: Specific Distributions, Tangible Personal Property, and Residuary Distribution. | |
| Enh. | Lang. | 2019.02.01 | In the RLT, MAPT, VAPT, and MFPT (for individual trusts only), added more specific qualifying language to indicate the trustee will act "Upon [my-trustmaker's] death" to the following articles: Specific Distributions, Tangible Personal Property, and Residuary Distribution. | |
| Enh. | Lang. | 2019.02.01 | In the RLT, MAPT, VAPT, and MFPT (for individual trusts only), added more specific qualifying language to indicate the trustee will act "Upon [my-trustmaker's] death" to the following articles: Specific Distributions, Tangible Personal Property, and Residuary Distribution. | |
| Issue | Lang. | 2019.02.01 | In the SNT CPA Letter, updated the "Miscellaneous Item Deductions" sub-section due to the Tax Cuts and Jobs Act. | |
| Misc. | Lang. | 2019.02.01 | In the SNT article of a Will or Trust, in the "Distributions of Income and Principal" section, in the "Supplemental Needs Trust Savings Clause" subsection, added language to alleviate concern with the null and void clause. | |
| Issue | Other | 2019.02.01 | In the Standalone Will, RLT Companion Will, and Pourover Wills, in the General Provisions article modified a HotDocs code that under some circumstances could cause an unanswered variable to appear in the "Disposition of Remains" heading in the assembled document. | |
| Enh. | Lang. | 2019.02.01 | In the Standalone Will, in the General Provisions section, expanded the definition of "shall and may" to include the word "must". | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Other | 2019.02.01 | In the Statutory and Nonstatutory Financial Powers of Attorney, reformatted the numbering of the enhanced powers sections using a new set of outline numbered list styles to improve compatibility with the online version of ElderDocx. | |
| Misc. | Lang. | 2019.02.01 | In the Third Party Supplemental Needs Trust, Sole Benefit Trust, and Parental Protection Trust, in the "Distributions During Beneficiary's Lifetime" article, in the "Distributions of Income and Principal" section, in the "Supplemental Needs Trust Savings Clause" subsection, added language to alleviate concern with the null and void clause. | |
| Enh. | Lang. | 2019.02.01 | In the Third-Party Supplemental Needs Trust, Sole Benefit Trust, and Parental Protection Trust, in the section containing provisions for Changed Circumstances, added options for mandatory early termination, stating the trustee must terminate the trust in the event the trust renders the beneficiary ineligible (forcing it to be mandatory for Ohio). Also, enhanced the language for how the trust estate is distributed following termination. | |
| Enh. | Lang. | 2019.02.01 | In the various trusts and wills, made the definition of "Shall, Must, and May" consistent. | |
| Enh. | Lang. | 2019.02.01 | In the various trusts and wills, made the definition of "Shall, Must, and May" consistent. | |
| Enh. | Lang. | 2019.02.01 | In the various trusts and wills, made the definition of "Shall, Must, and May" consistent. | |
| Misc. | Other | 2019.02.01 | Minor updates to format of (i) numbered items to improve compatibility with the online version of ElderDocx. | |
| Issue | Other | 2019.02.01 | Modified logic contained in a HotDocs code to check for the type of trust being assembled. | |
| Issue | Other | 2019.02.01 | Modified logic contained in a HotDocs code to check for the type of trust being assembled. | |
| Misc. | Other | 2019.02.01 | Nonsubstantive changes; MS Word styles applied to romanette paragraphs. | |
| Issue | Lang. | 2019.02.01 | Updated SNT tax figures for 2019. | |
| Issue | Lang. | 2019.02.01 | Updated SNT tax figures for 2019. | |
| Issue | Lang. | 2019.02.01 | Updated SNT tax figures for 2019. | |
| Issue | Lang. | 2019.02.01 | Updated SNT tax figures for 2019. | |
| New | Lang. | 2019.01.16 | Added Kansas self-proving affidavit. | |
| Issue | Other | 2019.01.16 | In the individual RLT, corrected an issue which could result in Schedule A not appearing on a new page with a preceding section break. | |
| Issue | Lang. | 2019.01.11 | Updates to Connecticut Statutory Power of Attorney to match current statute. | |
| Issue | Lang. | 2019.01.11 | Updates to Connecticut Statutory Power of Attorney to match current statute. | |
| Issue | Lang. | 2019.01.04 | In the Medicaid Asset Protection Letter, in the Create and Fund and Irrevocable Trust strategy for a proactive planning case, corrected a HotDocs code which in some cases could result in the word "have" (as opposed to "has") appearing after the elder planning client pronoun "he" or "she". | |
| Issue | Lang. | 2019.01.04 | In the Medicaid Asset Protection Letter, in the Summary section that appears above the introductory paragraphs for a proactive planning case, corrected a HotDocs code which in some cases could result in the word "choose" (as opposed to "chooses") appearing after the elder planning client pronoun "he" or "she". | |
| Issue | Lang. | 2019.01.04 | In the Medicaid Asset Protection Letter, when including discussion of Aid and Attendance, fixed an issue where ***junk*** would appear in the document under certain conditions. | |
| Issue | Other | 2018.20.21 | Corrected numbering issue in the enhanced powers of the statutory form powers of attorney. | |
| Issue | Other | 2018.20.21 | Corrected numbering issue in the enhanced powers of the statutory form powers of attorney. | |
| Issue | Other | 2018.20.21 | Corrected numbering issue in the enhanced powers of the statutory form powers of attorney. | |
| Issue | Other | 2018.20.21 | Corrected numbering issue in the enhanced powers of the statutory form powers of attorney. | |
| Issue | Other | 2018.12.14 | In the New York Statutory Short Form Power of Attorney, in the enhanced powers section, modified a HotDocs code to apply title capitalization to the term "Agent" when it appears in headings in the assembled document. | |
| Issue | Other | 2018.12.14 | In the New York Statutory Short Form Power of Attorney, in the enhanced powers section, modified a HotDocs code to apply title capitalization to the term "Agent" when it appears in headings in the assembled document. | |
| Issue | Other | 2018.12.14 | In the New York Statutory Short Form Power of Attorney, in the enhanced powers section, modified a HotDocs code to apply title capitalization to the term "Agent" when it appears in headings in the assembled document. | |
| Issue | Lang. | 2018.12.14 | In the RLT, in the "Residuary Trust" article, corrected "provided in of this Article" to "provided in this Article". | |
| Issue | Other | 2018.12.03 | In the Medicaid Asset Protection Letter and Veterans Asset Protection Letter, in the Primary Residence section of the Income and Asset Detail, modified a HotDocs code that under certain conditions could result in an ***unanswered*** error in the assembled Word document. | |
| Issue | Other | 2018.12.03 | In the optional Addendum of the Medicaid Asset Protection Letter and Veterans Asset Protection Letter, modified the paragraph and underlying bookmarks of the heading "Transfer of Assets (Gifts) Subject to a Penalty Period" to correct a cross referencing error that could occur under certain conditions in the assembled Word document. | |
| Misc. | Lang. | 2018.11.30 | In the MAPL/VAPL Addendum updated the Veterans Pension Benefits Charts, effective December 1, 2018. | |
| Issue | Lang. | 2018.11.21 | In the Information for Trustees document, for the MAPT, VAPT, and MFPT, changed "power apportion" to "power to apportion". | |
| New | Lang. | 2018.11.19 | Added South Carolina Self-proving affidavit. | |
| Issue | Lang. | 2018.11.19 | Added logic to support choice of manually entered Life Expectancy Table name. | |
| New | Lang. | 2018.11.19 | Added new Indiana Living Will Declaration. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Added new templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Issue | Lang. | 2018.11.19 | Fixed an issue in the RLT Companion Will that prevented the initial pour-over language from appearing when the marital division was a percentage to the Marital Share and when the Non-Marital Share went to the residuary beneficiaries. | |
| Issue | Lang. | 2018.11.19 | In the Individual RLT, in the marital division article, in the client summary at the beginning of the article, fixed an issue where, in limited circumstances, a sentence was broken by a paragraph mark. | |
| Misc. | Lang. | 2018.11.19 | In the Information for Trustees document, for the MAPT, VAPT, and MFPT, in the "Administration During Lifetime" section, removed ALL CAPS sentence stating the personal social security number should not be given to the bank. | |
| Misc. | Lang. | 2018.11.19 | In the Medicaid and Veterans Asset Protection Letters, in the Make Exempt Renovations to the Home strategy, removed the last paragraph that suggested a meeting to discuss the amount to spend on the strategy; the letter suggests an amount to spend on the strategy, so the paragraph seemed misplaced. | |
| Enh. | Other | 2018.11.19 | In the Names Report, added options for (i) creating a full report or just a simple list of names, and (ii) formatting names as "Last, First Middle" or"'First Middle Last". | |
| Misc. | Lang. | 2018.11.19 | In the Nonstatutory Durable Financial Power of Attorney, in a few places, changed static text "agent" to use the term specified in the interview. Also, in the "Legal Actions" power, reorganized the paragraph to go from the general to the specific. | |
| Misc. | Lang. | 2018.11.19 | In the VAPL, when including Medicaid information in the letter, shortened the discussion about Medicaid and Income in the Addendum. | |
| Issue | Lang. | 2018.11.19 | In the Wisconsin HCPOA, fixed an issue that was causing an unanswered variable to appear when everything was answered. | |
| Issue | Lang. | 2018.11.19 | In the optional Addendum to the Veterans Asset Protection Letter, in the section that explains what a Veterans Asset Protection Trust is, added a comma after the word "However". | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Made changes to templates for the Veterans Asset Protection Letter in support VA pension rule changes that went into effect on October 18, 2018. | |
| Enh. | Lang. | 2018.11.19 | Modifications made to Caregiver Agreement Affidavit to ensure activities of daily living and related language aligns with the latest CFRs for VA planning purposes. | |
| Enh. | Lang. | 2018.11.19 | Modifications made to Caregiver Agreement to ensure activities of daily living and related language aligns with the latest CFRs for VA planning purposes. | |
| Issue | Lang. | 2018.11.05 | Corrected typo in WI HCPOA (changed "is known is" to "is known as"). | |
| Enh. | Lang. | 2018.10.04 | Added enhanced statutory provisions to Florida Living Will. | |
| Misc. | Lang. | 2018.10.04 | Added missing comma in last sentence of "Distributions for Underage and Incapacitated Beneficiaries" section. | |
| New | Lang. | 2018.10.04 | Added new Maryland Advance Directive. | |
| New | Lang. | 2018.10.04 | Added new New Hampshire Advance Directive. | |
| New | Lang. | 2018.10.04 | Added new South Carolina QIT Template. | |
| New | Lang. | 2018.10.04 | Added new Will Attestation clause with self-proving affidavit for Vermont to comply with 14 V.S.A 108 as modified by Section 2 of Act 195, 2018. | |
| Misc. | Other | 2018.10.04 | Added support for the following new statutory forms: Maryland Advance Directive and New Hampshire Advance Directive. | |
| Enh. | Lang. | 2018.10.04 | Added the self-proving affidavit to the trust amendment for Florida. | |
| Misc. | Lang. | 2018.10.04 | Adding missing comma in "Application of Article" section. | |
| Misc. | Lang. | 2018.10.04 | Changed "These withdrawal rights are *cumulative and* the amount of each successive withdrawal right is added to any then-existing withdrawal right" to "These withdrawal rights are *cumulative, with* the amount of each successive withdrawal right is added to any then-existing withdrawal right." Also, in the second-to-last sentence of the last paragraph, which lists 3 items, removed the word "and" between the first and second items. | |
| Misc. | Other | 2018.10.04 | Changed the sub-numbering format in the DPOA enhanced powers to Numbered (a) to make them more distinct from the arabic-style numerals in the main paragraph numbered headings. | |
| Enh. | Lang. | 2018.10.04 | Changed the witness statement for CA Nonstatutory Health Care POA to conform to Probate Code Section 4674(d) and (f). | |
| Enh. | Other | 2018.10.04 | Changes in the Standalone Will to merge only those powers selected when the "Long Form" option is selected. | |
| Enh. | Other | 2018.10.04 | Changes in the Standalone Will to merge only those powers selected when the "Long Form" option is selected. | |
| Enh. | Lang. | 2018.10.04 | Checked witness statements and made minor modifications to comport our nonstatutory to the statutory. | |
| Misc. | Lang. | 2018.10.04 | For Florida, in the MAPT, VAPT, and MFPT, in the "Trust Administration" article, in the "Delegation of Trustee Authority; Power of Attorney" section, removed "; Power of Attorney" from the heading. | |
| Misc. | Lang. | 2018.10.04 | In the MAPT, VAPT, and MFPT, in the "Trust Administration" article, in the "Determination of Principal and Income" section, changed the phrase "concerning a particular item" to "concerning an item of principal or income". | |
| Misc. | Other | 2018.10.04 | In the Standalone Will, RLT Companion Will, and MAPT Pour-Over Will, in the Declaration of Will article, modified a few of the HotDocs codes and related logic for inserting the resident city and county in the first paragraph of the Will's declaration (no language changes). | |
| Misc. | Other | 2018.10.04 | In the Standalone Will, RLT Companion Will, and MAPT Pour-Over Will, in the Declaration of Will article, modified a few of the HotDocs codes and related logic for inserting the resident city and county in the first paragraph of the Will's declaration (no language changes). | |
| Misc. | Other | 2018.10.04 | In the Standalone Will, in the Residuary Distribution article, modified a HotDocs code surrounding the section heading for "Division of My Estate" so that the heading will appear in the document when distributions are made outright (formerly, no section heading appeared when outright distributions to named beneficiaries was selected). | |
| Misc. | Other | 2018.10.04 | Italicized the defined terms in the footnote. | |
| Misc. | Lang. | 2018.10.04 | Logic change in support of making the "Incapacity of a Trustee" provisions optional in the 3rd-Party SNT, Sole Benefit Trust, and Parental Protection Trust. | |
| Misc. | Lang. | 2018.10.04 | Logic change in support of making the "Incapacity of a Trustee" provisions optional in the MAPT, VAPT, and MFPT. | |
| Misc. | Lang. | 2018.10.04 | Logic change in support of making the "Incapacity of a Trustee" provisions optional in the Standalone Will. | |
| Enh. | Other | 2018.10.04 | Logic changes in support of new trustee powers dialog in MAPT, VAPT, and MFPT interviews. | |
| Misc. | Lang. | 2018.10.04 | Logic changes in support of new trustee powers dialog in MAPT, VAPT, and MFPT interviews. Added definition of Shall and May to short MAPT. Made minor language changes. | |
| Enh. | Lang. | 2018.10.04 | Updated the Colorado Living Will to comply with the Colorado Revised Statutes Section 15-18-104 "Declaration as to medical treatment. | |
| Issue | Lang. | 2018.09.20 | Corrected typos in the footer: changed "Trusteess" to "Trustees". | |
| Misc. | Other | 2018.09.20 | In the MAPL and VAPL, in the part of the Addendum entitled "Veterans Administration Pension Benefits," in the "2018 Pension Benefit Figures--Wartime Veteran" chart, updated the "Max. Monthly Pension Rate (Income Limit)" for Aid and Attendance with One Dependent from $2,170 to $2,169. | |
| Misc. | Other | 2018.09.07 | Changed the formula in Section 1.13 of the template from a Word equation or image to plain text.,9/6/2018 17:42,, | |
| Issue | Other | 2018.08.21 | In the RLT, in the Survivor's Trust article, in the Distribution of Income and Principal section, corrected the paragraph style. | |
| Issue | Lang. | 2018.08.20 | In the financial Power of Attorney, in the Gifting Powers section, removed the Pennsylvania citation. | |
| Misc. | Lang. | 2018.08.17 | In the MAPT and VAPT, in the "Establishing the Trust" article, in the "Third-Party Reliance on Affidavit or Certification of Trust" section, replaced the document name variable with the text "Certification of Trust". | |
| Issue | Lang. | 2018.08.07 | In the Georgia Qualified Income Trust Certification, corrected typo ("Qualfied") appearing in the title at the top of the state-provided GA statutory form. | |
| Enh. | Lang. | 2018.08.07 | Modified the Georgia statutory Power of Attorney and statutory Agent's Certification to comply with changes in HB 897. | |
| Enh. | Lang. | 2018.08.07 | Modified the Georgia statutory Power of Attorney and statutory Agent's Certification to comply with changes in HB 897. | |
| Misc. | Other | 2018.07.20 | In the ElderDocx Trusts and Wills, in the definition of "Interested Trustee," added some explanatory footnotes when assembling the annotated document. | |
| Misc. | Other | 2018.07.20 | In the ElderDocx Trusts and Wills, in the definition of "Interested Trustee," added some explanatory footnotes when assembling the annotated document. | |
| Issue | Lang. | 2018.07.18 | In the 5 and 5 withdrawal rights section, removed references to the amounts in the code section references, and changed 2514(e)(1) to 2514(e)(2) in the second-to-last paragraph. | |
| Issue | Lang. | 2018.07.18 | In the Marital Trust and the Bypass Trust, in the Right to Withdraw Principal section, removed references to the amounts in the code section references, and changed 2514(e)(1) to 2514(e)(2) in the second-to-last paragraph. | |
| Issue | Lang. | 2018.07.13 | Added logic to the Third-Party SNT statement of intent to avoid an issue where, in some limited cases, a citation for a Self-Settled SNT could have appeared. | |
| Issue | Other | 2018.07.13 | In the Veterans Asset Protection Letter, in the paragraph containing Personal Information, corrected logic that under certain specific conditions (when addressing an Aid and Attendance Letter to the child of the EP client) could result in an unanswered ***child blind or disabled*** error. | |
| New | Lang. | 2018.07.12 | Added new canned amendment to remove erroneous citation in 3rd-Party SNTs for Pennsylvania. | |
| Issue | Other | 2018.07.11 | In the MAPL, modified HotDocs logic to correct an unanswered CSRA variable which could appear in "Engage in a Gifting Strategy Utilizing Outright Gifts" when assembling the document for an unmarried EP client. | |
| Issue | Lang. | 2018.06.27 | In the MAPL, fixed an issue that caused ***junk*** to appear instead of the client reference. | |
| Issue | Lang. | 2018.06.26 | Corrected footer in the Idaho Living Will and Durable Power of Attorney for Health Care. | |
| Issue | Lang. | 2018.06.25 | In the SNT Miscellaneous Provisions article , in the Statutory and Regulatory References section, changed "renumber" to "renumbered". | |
| Issue | Lang. | 2018.06.22 | In the canned amendment, added a clause for another POMS change. | |
| Issue | Lang. | 2018.06.22 | In various SNT templates, corrected incorrect POMS citations. | |
| Issue | Lang. | 2018.06.22 | In various SNT templates, corrected incorrect POMS citations. | |
| Issue | Lang. | 2018.06.22 | In various SNT templates, corrected incorrect POMS citations. | |
| Issue | Lang. | 2018.06.22 | In various SNT templates, corrected incorrect POMS citations. | |
| Issue | Lang. | 2018.06.22 | In various SNT templates, corrected incorrect POMS citations. | |
| Issue | Lang. | 2018.06.20 | In the MAPL/VAPL, in the Income Summary section, modified placement of several HotDocs codes to correct a logic error which could result in text being omitted in the Aid and Attendance Income strategy paragraphs in the assembled document. | |
| Issue | Lang. | 2018.06.13 | In the SNT and in the Trustee Instruction Letter, corrected incorrect POMS citation. | |
| Issue | Lang. | 2018.06.13 | In the SNT and in the Trustee Instruction Letter, corrected incorrect POMS citation. | |
| Issue | Lang. | 2018.06.13 | In the SSA and Medicaid Letter, corrected incorrect POMS citation. | |
| Issue | Lang. | 2018.06.13 | In the Trustee Instruction Letter, corrected wording (work/works) when there is only one beneficiary. | |
| Misc. | Other | 2018.05.27 | Modified HotDocs logic in the names report template to allow for an unanswered marital status. | |
| Misc. | Other | 2018.05.27 | Modified a HotDocs code used to generate Portfolio Inserts. | |
| Misc. | Other | 2018.05.27 | Modified a HotDocs code used to generate Portfolio Inserts. | |
| New | Lang. | 2018.05.24 | Added new Connecticut Statutory Form Power of Attorney and Agent's Certification. | |
| New | Lang. | 2018.05.24 | Added new Connecticut Statutory Form Power of Attorney and Agent's Certification. | |
| New | Lang. | 2018.05.24 | Added new Delaware Statutory Personal Power of Attorney, Agent's Certification and Durable Power of Attorney Notice. | |
| New | Lang. | 2018.05.24 | Added new Delaware Statutory Personal Power of Attorney, Agent's Certification and Durable Power of Attorney Notice. | |
| New | Lang. | 2018.05.24 | Added new Delaware Statutory Personal Power of Attorney, Agent's Certification and Durable Power of Attorney Notice. | |
| New | Lang. | 2018.05.24 | Added new Idaho Statutory Form Power of Attorney, Agent's Certification and Living Will and Durable Power of Attorney for Health Care. | |
| New | Lang. | 2018.05.24 | Added new Idaho Statutory Form Power of Attorney, Agent's Certification and Living Will and Durable Power of Attorney for Health Care. | |
| New | Lang. | 2018.05.24 | Added new Idaho Statutory Form Power of Attorney, Agent's Certification and Living Will and Durable Power of Attorney for Health Care. | |
| New | Lang. | 2018.05.24 | Added new Income and Asset Report for Medicaid/VA income and assets. | |
| New | Lang. | 2018.05.24 | Added new Pennsylvania acknowledgment template that complies with 57 Pa.C.S. 316(1) and (2). | |
| New | Lang. | 2018.05.24 | Added new Pennsylvania acknowledgment template that complies with 57 Pa.C.S. 316(1) and (2). | |
| New | Lang. | 2018.05.24 | Added new Pennsylvania acknowledgment template that complies with 57 Pa.C.S. 316(1) and (2). | |
| New | Lang. | 2018.05.24 | Added new Pennsylvania acknowledgment template that complies with 57 Pa.C.S. 316(1) and (2). | |
| New | Lang. | 2018.05.24 | Added new Pennsylvania acknowledgment template that complies with 57 Pa.C.S. 316(1) and (2). | |
| Enh. | Lang. | 2018.05.24 | Added new canned amendment that changes references from POMS SI 01120.203B.3 to 01120.203E. | |
| Enh. | Lang. | 2018.05.24 | Added optional DPOA Notice and optional Agent's Certification for Delaware. | |
| Enh. | Lang. | 2018.05.24 | Added support for Maryland optional self-proving affidavit for wills. | |
| Enh. | Lang. | 2018.05.24 | Added support for Maryland optional self-proving affidavit for wills. | |
| Enh. | Lang. | 2018.05.24 | Added support for a new canned amendment to the d4A that changes references from POMS SI 01120.203B.3 to 01120.203E. | |
| Issue | Other | 2018.05.24 | Corrected sentences that might end with a client name suffix of Jr. (or similar suffix) causing two periods to appear at the end of the sentence. | |
| Misc. | Other | 2018.05.24 | Edits for income and asset report. Created a new template that is inserted in both the letter asset detail and the income and asset report. | |
| Enh. | Lang. | 2018.05.24 | For the New York DPOA, when the exact working option is selected, added a new option allowing the user to override the individual exact wording options. | |
| Enh. | Lang. | 2018.05.24 | For the New York DPOA, when the exact working option is selected, added a new option allowing the user to override the individual exact wording options. | |
| Enh. | Lang. | 2018.05.24 | In all ElderDocx wills, for some states, added an option to separate the witnessing statement from the self-proving affidavit. | |
| Misc. | Other | 2018.05.24 | In the "Ademption" section of the "Specific Distributions" article of the wills and trusts, added an explanatory footnote when assembling the annotated document. | |
| Misc. | Lang. | 2018.05.24 | In the 3rd-Party trusts (Sole Benefit Trust, 3rd-Party SNT, Parental Protection Trust), on the "Homestead Provisions" dialog, eliminated the option to select that the beneficiary resides in the homestead property, and simplified the resulting language in the document. | |
| Misc. | Lang. | 2018.05.24 | In the MAPT, VAPT, and MFPT, added "An Independent Trustee may amend this trust to more fully comply with my stated intent" to the "Statement of My Intent" section of the "Establishing My Trust" article. | |
| Issue | Lang. | 2018.05.24 | In the RLT Funding Instructions for California, corrected incorrect/misleading language. | |
| Misc. | Other | 2018.05.24 | In the RLT, MAPT, VAPT, and MFPT, when assembling the annotated document, added a footnote to the "Trustee Authority to Disclaim or Release Powers" section of the "Trust Administration" article. | |
| Misc. | Other | 2018.05.24 | In the RLT, MAPT, VAPT, and MFPT, when assembling the annotated document, added a footnote to the "Trustee Authority to Disclaim or Release Powers" section of the "Trust Administration" article. | |
| Issue | Lang. | 2018.05.24 | In the Standalone Will, RTL, and Companion Will, in the first paragraph beneath the Remote Contingent Distribution article, inserted a comma in the phrase "If [remote beneficiary] is deceased, then the property will be distributed...". | |
| Issue | Lang. | 2018.05.24 | In the Standalone Will, in the "Trustees of the Separate Trusts" section of the Designation of Personal Representative article, corrected "... upon obtaining the age of ..." to "... upon attaining the age of ...". | |
| Enh. | Lang. | 2018.05.24 | In the d4A, added a "Statutory and Regulatory References" section to the "Miscellaneous Provisions" article. | |
| Enh. | Other | 2018.05.24 | Marital status is no longer required when creating a name record. | |
| Misc. | Other | 2018.05.24 | Modified the HotDocs logic to allow for an unanswered marital status, in which case the Spousal Refusal paragraph will be omitted from the assembled document rather than resulting in an ***unanswered*** error. | |
| Enh. | Other | 2018.05.24 | Modified the North Carolina Statutory Financial Power of Attorney so that the initial line applies to the enhanced powers. | |
| Misc. | Other | 2018.05.24 | Repositioned a HotDocs code in the RLT Plan Summary template. | |
| Misc. | Lang. | 2018.05.24 | Updated POMS reference from SI 01120.203B.3 to SI 01120.203E.1 due to recent POMS update. | |
| Issue | Lang. | 2018.03.21 | In the MAPT, in the "Administration While Living" article, for a joint trust where the spouse is a permissible appointee, changed a reference to "your [husband-wife]" to "each other" in the client summary. | |
| Issue | Lang. | 2018.03.19 | In the MAPT, in the "Administration Upon Death" article, corrected LPOA language when 3rd person language format is chosen. | |
| Issue | Other | 2018.03.05 | Removed double lines that appeared in the assembled document when variables were not answered. | |
| Issue | Lang. | 2018.02.22 | In the MAPT, in the "Administration While Living" article, corrected annotated language when the LPOA is chosen to descendants only. | |
| Misc. | Lang. | 2018.02.22 | In the Wills, changed the title of the "Disposition of Remains" section to "Burial/Cremation Instructions" when disposition is specified. | |
| Issue | Lang. | 2018.02.16 | In the VAPL Summary, fixed an issue that caused ***junk*** to appear instead of the home value. | |
| Issue | Lang. | 2018.02.14 | In the RLT, in the "Administration Upon My Death" article, in the "Irrevocability" section, made language change for a Life Partner who is contemplating marriage. | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| New | Lang. | 2018.01.26 | Added new acknowledgment and jurat for Pennsylvania to comply with 57 Pa.C.S. 315 (a), and 316 (1), (2) and (3). | |
| Issue | Lang. | 2018.01.05 | In the RLT and RLT Companion Will, on the "Trust Protector Provisions" dialog, fixed an issue where the option to "Include relate-back provision" had no effect and did not include the provision when selected. | |
| New | Lang. | 2018.01.02 | Added North Carolina statutory Agent's Certification that complies with G.S. 32C-3-302. | |
| Issue | Lang. | 2018.01.02 | In the Florida acknowledgment, due to a member report that Palm Beach County rejected a notary block as ambiguous, added check boxes to the phrase, "who is personally known to me or who has produced _______ as identification" as follows: "(check one) [ ] who is personally known to me OR [ ] who has produced _______ as identification". | |
| Issue | Lang. | 2018.01.02 | In the Florida acknowledgment, due to a member report that Palm Beach County rejected a notary block as ambiguous, added check boxes to the phrase, "who is personally known to me or who has produced _______ as identification" as follows: "(check one) [ ] who is personally known to me OR [ ] who has produced _______ as identification". | |
| Issue | Other | 2018.01.02 | In the MAPT, VAPT, and MFPT, in the client summary of the Establishing Trust article, added a HotDocs code in place of a period (.) to decrease the likelihood of double periods (..) appearing in the assembled document following a beneficiary's name that happens to end in a period, such as "Sr." or "Jr.". | |
| Enh. | Lang. | 2018.01.02 | In the Medicaid Asset Protection Letter and the Veterans Asset Protection Letter, added a Summary box at the beginning of the letter, relocating some of the introductory text to that box. | |
| Enh. | Lang. | 2018.01.02 | In the Medicaid Asset Protection Letter and the Veterans Asset Protection Letter, in the strategies to create a MAPT or VAPT, and the strategy for outright gifting, added language explaining the benefits of creating a trust over outright gifting, as well as an example of the basis-adjustment benefit of using a trust. | |
| Enh. | Lang. | 2018.01.02 | In the Medicaid Asset Protection Letter and the Veterans Asset Protection Letter, in the strategies to create a MAPT or VAPT, and the strategy for outright gifting, added language explaining the benefits of creating a trust over outright gifting, as well as an example of the basis-adjustment benefit of using a trust. | |
| Enh. | Lang. | 2018.01.02 | In the Medicaid Asset Protection Letter and the Veterans Asset Protection Letter, in the strategies to create a MAPT or VAPT, and the strategy for outright gifting, added language explaining the benefits of creating a trust over outright gifting, as well as an example of the basis-adjustment benefit of using a trust. | |
| Issue | Lang. | 2018.01.02 | In the Medicaid Asset Protection Letter for Virginia, in the "Elective Share and Medicaid" section of the Addendum, updated the elective share amount consistent with Virginia Code Section 64.2-308.3.A and 64.2-308.4.B; also updated the inclusion of transfers made within one year of death to two years consistent with Section 64.2-308.6.3.c. | |
| Enh. | Lang. | 2018.01.02 | In the Medicaid Asset Protection Letter, in the strategy to create a MAPT, added a paragraph about what can be done if the grantor gets sick during the lookback period. | |
| Misc. | Lang. | 2018.01.02 | In the RLT and RLT Companion Will, and in other documents using the Standard No-Contest Clause, added the words "without surviving descendants" to the phrase "deemed to have predeceased me without surviving descendants" (in relation to treatment of a contesting beneficiary). | |
| Issue | Lang. | 2018.01.02 | In the RLT, in the "If I am Hospitalized" subsection of the "Distributions for My Benefit" section of the "Administration of My Trust During Incapacity" article, changed "pay for a registered or practical nurses" to "pay for registered or practical nurses". | |
| Misc. | Lang. | 2018.01.02 | In the SNT letters, updated figures and language pertaining to personal exemptions and tax brackets based on changes to tax laws for 2018. | |
| Misc. | Lang. | 2018.01.02 | In the SNT letters, updated figures and language pertaining to personal exemptions and tax brackets based on changes to tax laws for 2018. | |
| Misc. | Lang. | 2018.01.02 | In the SNT letters, updated figures and language pertaining to personal exemptions and tax brackets based on changes to tax laws for 2018. | |
| Enh. | Lang. | 2018.01.02 | Modified North Carolina statutory Power of Attorney to comply with new statutory form at G.S. 32C-3-301. | |
| Enh. | Lang. | 2018.01.02 | Updated the Texas Medical Power of Attorney to reflect changes taking effect on January 1, 2018, in the Texas Health and Safety Code Section 166.164: Form of Medical Power of Attorney. | |
| Issue | Other | 2017.12.18 | In a few sections of trusts and wills which refer to distributions to a general needs or child trust, added a HotDocs code in place of a period (.) to decrease the likelihood of double periods (..) appearing in the assembled document following a beneficiary's name that happens to end in a period, such as "Sr." or "Jr.". | |
| Issue | Other | 2017.12.18 | In a few sections of trusts and wills which refer to distributions to a general needs or child trust, added a HotDocs code in place of a period (.) to decrease the likelihood of double periods (..) appearing in the assembled document following a beneficiary's name that happens to end in a period, such as "Sr." or "Jr.". | |
| Misc. | Other | 2017.12.18 | In the Medicaid and Veterans Asset Protection Letter, in the addendum containing VA Pension figures for Wartime Veterans, updated the tables to reflect the 2018 figures. | |
| Issue | Lang. | 2017.12.18 | In the Qualified Income trust (QIT), in the section containing provisions for Changing the Governing Law and Situs of Administration, modified the language to include "Trustee or Trust Protector," rather than referring only to the Trustee, where applicable. | |
| Issue | Lang. | 2017.12.18 | In the Third-Party Supplemental Needs Trust, in the section containing provisions for Changing the Governing Law and Situs of Administration and in the Definitions, modified the language to include "Trustee or Trust Protector," rather than referring only to the Trustee, where applicable. | |
| Issue | Lang. | 2017.12.01 | In the Standalone Will and RLT Companion Will, replaced a few references to "this agreement" with the variable [my Will-this agreement] for consistency in the assembled Will. | |
| Issue | Lang. | 2017.12.01 | In the Standalone Will and RLT Companion Will, replaced a few references to "this agreement" with the variable [my Will-this agreement] for consistency in the assembled Will. | |
| Issue | Lang. | 2017.12.01 | In the Standalone Will and RLT Companion Will, replaced a few references to "this agreement" with the variable [my Will-this agreement] for consistency in the assembled Will. | |
| Issue | Other | 2017.11.29 | In the Nonstatutory Durable Financial Power of Attorney, in the General Powers" article, in the "Investments and Investment Transactions" section, corrected a spacing issue that could occur in the paragraph regarding trading and margin accounts when Include or Forbid is selected in the HotDocs interview. | |
| Issue | Lang. | 2017.11.06 | In the Medicaid Addendum, corrected "annuitant" to "institutionalized spouse". | |
| Issue | Lang. | 2017.10.30 | In the SNT Qualified Disability Trust Letter, updated the personal exemption amount to $4,050 for the current year (2017). | |
| Issue | Other | 2017.10.18 | In the Maryland Statutory Form Personal Financial Power of Attorney, under Subjects and Authority, added a missing closing parenthesis in the Retirement Plans paragraph. | |
| Issue | Lang. | 2017.10.12 | In the Medicaid and Veterans Asset Protection Letter, removed language incorrectly referencing an addendum in the "Purchase a DRA-Compliant Annuity for the Community Spouse" and "Engage in a Gifting Strategy Utilizing a DRA-Compliant Promissory Note" planning strategies when an addendum is not included with the assembled document. | |
| Issue | Lang. | 2017.10.12 | In the Medicaid and Veterans Asset Protection Letter, removed language incorrectly referencing an addendum in the "Purchase a DRA-Compliant Annuity for the Community Spouse" and "Engage in a Gifting Strategy Utilizing a DRA-Compliant Promissory Note" planning strategies when an addendum is not included with the assembled document. | |
| Enh. | Lang. | 2017.10.11 | Added language in support of the new EC Parental Protection Trust. | |
| Issue | Other | 2017.10.11 | In the Ohio Statutory Form Power of Attorney and Florida-Compliant Durable Power of Attorney, in the Estate and Long Term Care Planning power, corrected an issue in which the initials line may not appear in the document in certain instances. | |
| Enh. | Lang. | 2017.10.10 | Added language in support of the new EC Parental Protection Trust. | |
| Issue | Other | 2017.10.05 | In the Nonstatutory Living Will, modified the style of the final paragraph to minimize occurrence of an extra blank page appearing at the end of the assembled document. | |
| Issue | Lang. | 2017.10.03 | In Wills and Trusts, in the Definitions and General Provisions article, corrected a grammatical error in the definition of "Supplemental Needs Person" in which states beginning with a vowel were incorrectly preceded by "a" instead of "an" (e.g., "a Ohio resident"). | |
| Issue | Other | 2017.09.26 | In the Wisconsin Statutory Form Power of Attorney, corrected a missing space between the words "Property of" in the document name that appears in the footer. | |
| Issue | Other | 2017.09.25 | In the Third-Party SNT and the Parental Protection Trust, corrected an issue in the Trust Protector Provisions, where the power to amend to more fully comply with the trustmaker's intent was inadvertently omitted from the September 22, 2017 update. | |
| New | Lang. | 2017.09.22 | Added language in support of the new EC Parental Protection Trust. | |
| New | Lang. | 2017.09.22 | Added new EC Parental Protection Trust document set. The PPT is a 3rd-Party SNT designed for children to create for their parents. Features included in the PPT not found in the 3rd-Party SNT include a lifetime and testamentary limited power of appointment for the grantors, as well as distribution upon death back to the grantors or their trusts. | |
| New | Lang. | 2017.09.22 | Added new general letter informing client of Medicaid approval. | |
| New | Lang. | 2017.09.22 | Added the Kansas Statutory Durable Power of Attorney for Healthcare Decisions. | |
| New | Lang. | 2017.09.22 | Added the Oregon Statutory Advance Directive. | |
| Enh. | Lang. | 2017.09.22 | In all ElderDocx documents, enhanced to definition of "Supplemental Needs Person" by expanding the meaning of the terms "disabled" and "assistance" to encompass the meaning as defined in "any other federal law related to means-based government programs for the disabled" and "the law related to means-based government programs in the state where the person resides". | |
| Enh. | Lang. | 2017.09.22 | In most trusts, added independent authority clause to first page when trustees are allowed to act independently. | |
| Enh. | Lang. | 2017.09.22 | In most trusts, added independent authority clause to first page when trustees are allowed to act independently. | |
| Enh. | Lang. | 2017.09.22 | In most trusts, added independent authority clause to first page when trustees are allowed to act independently. | |
| Misc. | Other | 2017.09.22 | In numerous templates, added List style (ElderDocx List_Text Headings) and applied associated headings (Text Heading 2 (i), etc.) to Romanette numbered text. Done for consistency, as well as stability of numbering. | |
| Misc. | Other | 2017.09.22 | In numerous templates, added List style (ElderDocx List_Text Headings) and applied associated headings (Text Heading 2 (i), etc.) to Romanette numbered text. Done for consistency, as well as stability of numbering. | |
| Misc. | Other | 2017.09.22 | In numerous templates, added List style (ElderDocx List_Text Headings) and applied associated headings (Text Heading 2 (i), etc.) to Romanette numbered text. Done for consistency, as well as stability of numbering. | |
| Misc. | Other | 2017.09.22 | In numerous templates, added List style (ElderDocx List_Text Headings) and applied associated headings (Text Heading 2 (i), etc.) to Romanette numbered text. Done for consistency, as well as stability of numbering. | |
| Misc. | Other | 2017.09.22 | In numerous templates, added List style (ElderDocx List_Text Headings) and applied associated headings (Text Heading 2 (i), etc.) to Romanette numbered text. Done for consistency, as well as stability of numbering. | |
| Misc. | Other | 2017.09.22 | In numerous templates, added List style (ElderDocx List_Text Headings) and applied associated headings (Text Heading 2 (i), etc.) to Romanette numbered text. Done for consistency, as well as stability of numbering. | |
| Misc. | Other | 2017.09.22 | In numerous templates, added List style (ElderDocx List_Text Headings) and applied associated headings (Text Heading 2 (i), etc.) to Romanette numbered text. Done for consistency, as well as stability of numbering. | |
| Misc. | Other | 2017.09.22 | In numerous templates, added List style (ElderDocx List_Text Headings) and applied associated headings (Text Heading 2 (i), etc.) to Romanette numbered text. Done for consistency, as well as stability of numbering. | |
| Enh. | Lang. | 2017.09.22 | In the Certification of Trust, added option to include language indicating an "excerpt of the trust that designates the Successor Trustees is attached". | |
| Enh. | Lang. | 2017.09.22 | In the Certification of Trust, when planning state is South Dakota, added new language regarding court supervision and trustee restrictions, to comply with SDCL 55-4-51(3). | |
| Issue | Other | 2017.09.22 | In the Delaware Statutory Advance Health Care Directive, corrected an issue where limitations on authority related to pain management could have appeared in the document when the option to include it was not selected. | |
| Enh. | Lang. | 2017.09.22 | In the Long-Term Care Planning Questionnaire, added a section for Debt. | |
| Misc. | Other | 2017.09.22 | In the MAPL and VAPL, updated several of the HotDocs fields used in the introductory paragraph section in order to ensure extra paragraph marks are removed upon assembly. | |
| Enh. | Lang. | 2017.09.22 | In the MAPT, VAPT, and MFPT, in the "Exoneration of Trustee" section of the "Trust Administration" article, introduced a new option for setting specific limitations on trustee liability to cases of bad faith. | |
| Enh. | Lang. | 2017.09.22 | In the MAPT, VAPT, and MFPT, in the "Trustee Powers" article, renamed the "Settlement Powers" section to "Litigation and Settlement Powers," and modified the language to give the fiduciary additional authority. | |
| Issue | Other | 2017.09.22 | In the Mississippi Statutory Advance Health Care Directive, corrected an issue where limitations on authority related to pain management could have appeared in the document when the option to include it was not selected. | |
| Enh. | Other | 2017.09.22 | In the Nonstatutory Durable Financial Power of Attorney for Pennsylvania, included option to print agent's acknowledgment along with the DPOA. | |
| Enh. | Other | 2017.09.22 | In the Nonstatutory Durable Financial Power of Attorney for Pennsylvania, included option to print agent's acknowledgment along with the DPOA. | |
| Misc. | Other | 2017.09.22 | In the Nonstatutory Durable Financial Power of Attorney, Estate and Long Term Care Planning section, removed the paragraph headings "A." and "B.". | |
| Enh. | Other | 2017.09.22 | In the Nonstatutory Durable Financial Power of Attorney, added HotDocs codes to support insertion of special notices and alerts as needed, based on options selected in the interview. | |
| Enh. | Lang. | 2017.09.22 | In the Nonstatutory Durable Financial Power of Attorney, added an option for 1 or 2 physicians to determine incapacity. | |
| Enh. | Lang. | 2017.09.22 | In the Nonstatutory Durable Financial Power of Attorney, added an option for 1 or 2 physicians to determine incapacity. | |
| Enh. | Other | 2017.09.22 | In the Nonstatutory Durable Financial Power of Attorney, in the Appointment of Agent article, updated several of the HotDocs fields to support requiring a specific minimum age (e.g., the default of 21 years old) for agents to reach before being able to serve. | |
| Issue | Lang. | 2017.09.22 | In the North Carolina Statutory Advance Directive for a Natural Death (Living Will) and Health Care Power of Attorney, updated the web link for the Advance Health Care Directive Registry maintained by the North Carolina Secretary of State (https://www.sosnc.gov/ahcdr/). | |
| Issue | Lang. | 2017.09.22 | In the North Carolina Statutory Advance Directive for a Natural Death (Living Will) and Health Care Power of Attorney, updated the web link for the Advance Health Care Directive Registry maintained by the North Carolina Secretary of State (https://www.sosnc.gov/ahcdr/). | |
| Misc. | Other | 2017.09.22 | In the Personal Property Memorandum, corrected an issue where in some cases the final 3 rows of the table were shifted over to the right and not aligned with the rest of table. | |
| Misc. | Lang. | 2017.09.22 | In the RLT Funding Instructions, modified the wording to more clearly reflect when the initial trustee(s) of the trust and the grantor(s) are not the same individuals. | |
| Enh. | Other | 2017.09.22 | In the Self-Settled Special Needs Trust (d4A), in the "Transfers to the Trust" section in the "Establishing the Trust" article, added support for a married couple to be named as the initial transferor (e.g., "Jane Dough and John Dough... transfer to the Trustee..."). | |
| Enh. | Lang. | 2017.09.22 | In the Standalone Will, RLT Companion Will, and MAPT/VAPT Pourover Will, in the "General Provisions" article, added a new option for appointing a funeral agent and alternate funeral agent (applies to New Jersey wills only); as well as a paragraph containing special instructions for disposition of remains. | |
| Enh. | Lang. | 2017.09.22 | In the Standalone Will, RLT Companion Will, and MAPT/VAPT Pourover Will, in the "General Provisions" article, added a new option for appointing a funeral agent and alternate funeral agent (applies to New Jersey wills only); as well as a paragraph containing special instructions for disposition of remains. | |
| Misc. | Other | 2017.09.22 | In the Standalone Will, RLT Companion Will, and Pour-Over Wills, renamed the "Cremation [or Burial] Instructions" section to "Disposition of Remains" and moved the content of the section into a separate template. | |
| Misc. | Other | 2017.09.22 | In the Standalone Will, RLT Companion Will, and Pour-Over Wills, renamed the "Cremation [or Burial] Instructions" section to "Disposition of Remains" and moved the content of the section into a separate template. | |
| Misc. | Other | 2017.09.22 | In the Standalone Will, RLT Companion Will, and Pour-Over Wills, renamed the "Cremation [or Burial] Instructions" section to "Disposition of Remains" and moved the content of the section into a separate template. | |
| Enh. | Lang. | 2017.09.22 | In the Standalone Will, in the "Trustee Powers" article, in the "Litigation and Settlement Powers" section, modified the language to give the fiduciary additional authority. | |
| Misc. | Lang. | 2017.09.22 | In the Third-Party SNT, in the "General Provisions" article, in the "Definitions" section, in the "Trustee" subsection, changed "Initial Trustee" to "initial Trustee" (with a lowercase "i") for consistency, and removed "named in Article One". | |
| Misc. | Lang. | 2017.09.22 | In the Third-Party SNT, in the "Trustee Succession Provisions" article, in the "Rights of Successor Trustees" section, changed "Initial Trustee" to "initial Trustee" (with a lowercase "i") for consistency. | |
| Enh. | Lang. | 2017.09.22 | In the Third-Party SNT, in the "Trustee Succession and Trust Protector Provisions" article, in the "Provisions for Trust Protector" section, in the "Power to Amend" subsection, added the power to amend to more fully comply with the Trustmaker's intent as expressed in Article One. | |
| Misc. | Lang. | 2017.09.22 | In the Third-Party SNT, in the "Trustee" subsection of the "Definitions" section of the "General Provisions" article, changed "Initial Trustee" to "initial Trustee" (with a lowercase "i") for consistency, and removed "named in Article One". | |
| Issue | Other | 2017.09.22 | In the beneficiary withdrawal rights in all wills and trusts, corrected an issue with the numbering. | |
| Enh. | Other | 2017.09.22 | In various documents, added support for alternative nomenclature for Certification of Trust (e.g., "Memorandum of Trust"), based on the term that has been selected for the document name in the Certification of Trust interview. | |
| Enh. | Other | 2017.09.22 | In various documents, added support for alternative nomenclature for Certification of Trust (e.g., "Memorandum of Trust"), based on the term that has been selected for the document name in the Certification of Trust interview. | |
| Enh. | Other | 2017.09.22 | In various documents, added support for alternative nomenclature for Certification of Trust (e.g., "Memorandum of Trust"), based on the term that has been selected for the document name in the Certification of Trust interview. | |
| Enh. | Other | 2017.09.22 | In various documents, added support for alternative nomenclature for Certification of Trust (e.g., "Memorandum of Trust"), based on the term that has been selected for the document name in the Certification of Trust interview. | |
| Enh. | Other | 2017.09.22 | In various documents, added support for alternative nomenclature for Certification of Trust (e.g., "Memorandum of Trust"), based on the term that has been selected for the document name in the Certification of Trust interview. | |
| Enh. | Other | 2017.09.22 | In various documents, added support for alternative nomenclature for Certification of Trust (e.g., "Memorandum of Trust"), based on the term that has been selected for the document name in the Certification of Trust interview. | |
| Enh. | Lang. | 2017.09.22 | Made changes to the SNT Trustee Instruction Letter in support of the new Parental Protection Trust document set. | |
| Misc. | Lang. | 2017.09.22 | Minor changes to the retirement-account accumulation-trust provisions for the Third-Party SNT to account for multiple beneficiaries. | |
| New | Lang. | 2017.09.01 | Added the new Texas Statutory Certification of Durable Power of Attorney by Agent, enacted by HB 1974, which became effective on September 1, 2017. | |
| Enh. | Lang. | 2017.09.01 | Updated the Texas Statutory Durable Power of Attorney to comply with HB 1974, SB 39, and SB 1193, which became effective on September 1, 2017. | |
| Issue | Lang. | 2017.08.30 | In the RLT and RLT Companion Will, in the "Administration of Trusts for Underage and Incapacitated Beneficiaries" article, in the "Methods of Distribution" section, removed the language "so long as it is not retained by, or distributed to, [the grantor]" from the introductory clause. | |
| Issue | Lang. | 2017.08.24 | In the Georgia self-proving affidavit for wills, fixed an issue where the notary block did not comport to the OCGA 53-4-24(b). | |
| Enh. | Lang. | 2017.08.15 | Updated to reflect changes to the Ohio statutory DPOA form. | |
| Issue | Other | 2017.08.11 | Added missing witness signature line to the Georgia statutory DPOA form. | |
| Misc. | Lang. | 2017.08.11 | Updated 2017 VA Pension Benefit Figures in the Veterans Asset Protection Letter. | |
| Enh. | Lang. | 2017.08.11 | Updated to reflect changes to the Alaska revised statutory DPOA form. | |
| Issue | Other | 2017.07.28 | In the Standalone Will, corrected issue in which "Male" or "Female" appeared next to the testator's name in the signature line of the document footer when the signing state is set to Louisiana. | |
| Issue | Lang. | 2017.07.17 | Corrected NY Statutory POA discrepancy in paragraph (f), item (I) when using the "Exact wording" option. | |
| Misc. | Other | 2017.07.12 | In the MAPL and VAPL, in the summary which appears on the final page of the letter, replaced the word "now" with "will" so that instead of "By engaging in this planning [you/EP Client] now have options...," it reads "By engaging in this planning [you/EP Client] will have options...". | |
| Issue | Other | 2017.07.07 | Corrected an issue with name swapping in the NC HCPOA. Also adjusted Health Care Agent fields to increase address field length. | |
| Enh. | Lang. | 2017.06.29 | Add a paragraph to the definition of Supplemental Needs Person (which appears in most ElderDocx wills and trusts) to define when a person is "eligible to receive" benefits. | |
| Misc. | Other | 2017.06.29 | Added a footnote to annotated trusts and wills to explain the phrase "to the descendants of the beneficiary's nearest lineal ancestor who was a descendant of the grantor". | |
| Misc. | Other | 2017.06.29 | Added a footnote to annotated trusts and wills to explain the phrase "to the descendants of the beneficiary's nearest lineal ancestor who was a descendant of the grantor". | |
| Enh. | Lang. | 2017.06.29 | Added logic (and restructured logic) in support of multiple trustmakers and multiple beneficiaries in third-party SNTs. | |
| Enh. | Lang. | 2017.06.29 | Added logic (and restructured logic) in support of multiple trustmakers and multiple beneficiaries in third-party SNTs. | |
| Enh. | Lang. | 2017.06.29 | Added logic and provisions to support multiple trustmakers and beneficiaries in the Third-Party Supplemental Needs Trust. | |
| Enh. | Other | 2017.06.29 | Added optional Table of Contents to the DPOA. | |
| Misc. | Lang. | 2017.06.29 | Changed a heading from "Non-skip" to "Non-Skip" for proper capitalization. | |
| Misc. | Lang. | 2017.06.29 | Changed a heading from "Non-skip" to "Non-Skip" for proper capitalization. | |
| Misc. | Lang. | 2017.06.29 | Changed a heading from "Non-skip" to "Non-Skip" for proper capitalization. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Misc. | Other | 2017.06.29 | Formatting updates: Added a new List style (ElderDocx List_Text Headings) and applied associated heading styles (Text Heading 2 (i), etc.) to numbered text. | |
| Issue | Lang. | 2017.06.29 | In Will Attestations for Arkansas and Nevada, corrected an issue where "he either himself" was being used without regard to the testator's actual gender. | |
| Issue | Lang. | 2017.06.29 | In Will Attestations for Arkansas and Nevada, corrected an issue where "he either himself" was being used without regard to the testator's actual gender. | |
| Issue | Lang. | 2017.06.29 | In the "Government Agencies and Benefits" enhanced power for the powers of attorney, hyphenated the adjectival phrase "authorization-to-act" preceding the noun "form". | |
| Misc. | Other | 2017.06.29 | In the ISM Reporting Letter, fixed double-period at end of first paragraph. | |
| Enh. | Lang. | 2017.06.29 | In the MAPT and MFPT, when including the grantor trust power to add charitable organizations, modified the scope of allowable charitable organizations to exclude organizations to which the trustmaker is indebted to avoid any argument by Medicaid that the addition of such a charitable organization as a present beneficiary makes trust principal available to the grantor: "any charitable organization described in Section 170 of the Internal Revenue Code, other than any charitable organization to which [Trustmaker] is indebted". | |
| Misc. | Other | 2017.06.29 | In the MAPT and VAPT Trustee Powers article, modified the client summary language to remove the word "boilerplate." Also added alternate language for the short form MAPT and VAPT. | |
| Misc. | Other | 2017.06.29 | In the MAPT, MFPT, VAPT, RLT, and Standalone Will, in the "Trust Administration" article, in the "Funeral and Other Expenses of Beneficiary" section, added an explanatory footnote that appears when assembling an annotated document. | |
| Misc. | Other | 2017.06.29 | In the MAPT, MFPT, VAPT, RLT, and Standalone Will, in the "Trust Administration" article, in the "Funeral and Other Expenses of Beneficiary" section, added an explanatory footnote that appears when assembling an annotated document. | |
| Misc. | Other | 2017.06.29 | In the MAPT, MFPT, VAPT, RLT, and Standalone Will, in the "Trust Administration" article, in the "Funeral and Other Expenses of Beneficiary" section, added an explanatory footnote that appears when assembling an annotated document. | |
| Enh. | Lang. | 2017.06.29 | In the MAPT, VAPT, and MFPT, in the "Administration of Trusts for Underage and Incapacitated Beneficiaries" article, in the "Methods of Distribution" section, changed the introductory clause from "Property to which this Article applies may be:" to "Property to which this Article applies may be retained or distributed as follows, so long as it is not retained by, or distributed to, [the grantor]:" to ensure that those provisions could not be interpreted as making trust corpus available to the grantor. | |
| Enh. | Lang. | 2017.06.29 | In the MAPT, VAPT, and MFPT, in the "Trustee Powers" article, in the "Insurance Powers" section, modified the language by excluding the grantor and the grantor's spouse as potential beneficiaries of insurance policies to avoid any argument by Medicaid that it makes trust principal available to the grantor. | |
| Misc. | Lang. | 2017.06.29 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Medicaid Family Protection Trust, Third-Party Supplemental Needs Trust, and Sole Benefit Trust, in the "Trustee Succession" article, moved the "Resignation of a Trustee" section below (or within) the "Trustee Succession" section for logical consistency, specifying who the trustees are before specifying how they resign. | |
| Misc. | Lang. | 2017.06.29 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Medicaid Family Protection Trust, Third-Party Supplemental Needs Trust, and Sole Benefit Trust, in the "Trustee Succession" article, moved the "Resignation of a Trustee" section below (or within) the "Trustee Succession" section for logical consistency, specifying who the trustees are before specifying how they resign. | |
| Misc. | Other | 2017.06.29 | In the RLT Companion Will, added a footnote explaining why we don't incorporate the trust provisions by reference if the trust isn't in existence. | |
| Misc. | Other | 2017.06.29 | In the RLT Trust Administration and Trustee Powers article, modified the client summary language to remove the word "boilerplate." Also added "(or other similar retirement plan)" after "IRA" for clarity. | |
| Issue | Lang. | 2017.06.29 | In the South Carolina Statutory Declaration of a Desire for a Natural Death (Living Will), corrected an issue in which pronouns such as "he," "him," and "his" were being used without regard to the principal's and witnesses' actual gender. | |
| Issue | Lang. | 2017.06.29 | In the South Carolina Statutory Health Care Power of Attorney, corrected an issue in which the pronoun "his" was being used without regard to the principal's actual gender. | |
| Misc. | Other | 2017.06.29 | In the Standalone Will Fiduciaries Powers article, modified the client summary language to remove the word "boilerplate." Also added alternate language for the short form fiduciary powers and state law fiduciary powers. | |
| Misc. | Lang. | 2017.06.29 | In the Standalone Will and RLT, in the "Marital Trust" article when including marital deduction planning, in the second paragraph of the "Qualified Terminable Interest Property" section, changed the phrase "but each share will be held upon identical terms" to "but each share, unless otherwise specified, will be held upon identical terms" for clarity. | |
| Misc. | Lang. | 2017.06.29 | In the TPSNT, in the "Trust Purpose" article, relocated a paragraph about the beneficiary striving for independence from the "Background" section to the "Primary Purpose" section. | |
| Misc. | Lang. | 2017.06.29 | In the TPSNT, modified logic in the definition of descendants in support of multiple trustmakers. | |
| Misc. | Lang. | 2017.06.29 | In the Third-Party SNT and Sole-Benefit Trust, "Establishing the Trust" article, "Reformation and Amendment" section, clarified that the beneficiary may not amend, modify, or revoke the trust, "whether directly or through court order". | |
| Issue | Lang. | 2017.06.29 | In the Third-Party SNT, in the "Distributions During Beneficiary's Lifetime" article, in the "Commingling of Property Prohibited" section, rewrote the second paragraph to correct a typo and for clarity and readability, but did not change its meaning. | |
| Enh. | Lang. | 2017.06.29 | In the Trustee Instruction Letter for the SNTs, added language about funding ABLE accounts in paragraph "E. Distributions from the Trust" when the option for funding ABLE accounts is selected in the trust interview. | |
| Misc. | Other | 2017.06.29 | In the cover page, modified the statement that inserts the "Firm Title Page" firm-branding template. | |
| Misc. | Other | 2017.06.29 | In the cover page, modified the statement that inserts the "Firm Title Page" firm-branding template. | |
| Misc. | Other | 2017.06.29 | In the cover page, modified the statement that inserts the "Firm Title Page" firm-branding template. | |
| Misc. | Other | 2017.06.29 | In the cover page, modified the statement that inserts the "Firm Title Page" firm-branding template. | |
| Misc. | Other | 2017.06.29 | In the cover page, modified the statement that inserts the "Firm Title Page" firm-branding template. | |
| Misc. | Other | 2017.06.29 | In the document cover page template, modified the statement that inserts the "Firm Title Page" firm-branding template. | |
| Misc. | Other | 2017.06.29 | In the joint MAPT, VAPT, and MFPT, when assembling as an annotated document, added a footnote to Article One explaining why assets are deemed to be transferred 1/2 by each spouse. | |
| Misc. | Lang. | 2017.06.29 | Made a minor change in the Trust Protector "Notice" provisions in support of multiple beneficiaries in the TPSNT. | |
| Enh. | Lang. | 2017.06.29 | Made changes to the 3rd-Party SNT Donor Letter to correspond with the ability to have multiple beneficiaries in the Third-Party SNT. | |
| Enh. | Lang. | 2017.06.29 | Made changes to the CPA Letter to correspond with the ability to have multiple beneficiaries in the Third-Party SNT. | |
| Enh. | Lang. | 2017.06.29 | Made changes to the Duty to Report Letter to correspond with the ability to have multiple beneficiaries in the Third-Party SNT. | |
| Enh. | Lang. | 2017.06.29 | Made changes to the Grantor Trust Letter to correspond with the ability to have multiple beneficiaries in the Third-Party SNT. | |
| Enh. | Lang. | 2017.06.29 | Made changes to the ISM example template to correspond with the ability to have multiple beneficiaries in the Third-Party SNT. | |
| Enh. | Lang. | 2017.06.29 | Made changes to the SSA/Medicaid Letter to correspond with the ability to have multiple beneficiaries in the Third-Party SNT. | |
| Enh. | Lang. | 2017.06.29 | Made changes to the Trustee Instruction Letter to correspond with the ability to have multiple beneficiaries in the Third-Party SNT. | |
| Enh. | Lang. | 2017.06.29 | Modified the d4A Grantor Trust Letter, CPA Letter, and SSA/Medicaid Letter re d4A to account for law change that allows the beneficiary to establish the trust. | |
| Enh. | Lang. | 2017.06.29 | Modified the d4A Grantor Trust Letter, CPA Letter, and SSA/Medicaid Letter re d4A to account for law change that allows the beneficiary to establish the trust. | |
| Enh. | Lang. | 2017.06.29 | Modified the d4A Grantor Trust Letter, CPA Letter, and SSA/Medicaid Letter re d4A to account for law change that allows the beneficiary to establish the trust. | |
| New | Lang. | 2017.06.29 | Updated the Georgia Power of Attorney form and added an Agent Certification form to comply with Georgia law, effective July 1, 2017. | |
| New | Lang. | 2017.06.29 | Updated the Georgia Power of Attorney form and added an Agent Certification form to comply with Georgia law, effective July 1, 2017. | |
| Issue | Lang. | 2017.06.20 | Corrected an issue in the MAPT, VAPT, and MFPT, when selecting 3rd-person trust voice, in the "Administration of Remaining Trust Property" article, in the "Division and Distribution of Remaining Trust Property" section, where it said to divide the remaining trust property into share for "the descendants" instead of "Grantor's descendants". | |
| Issue | Other | 2017.06.20 | Corrected an issue in the individual RLT for a married grantor, where, in some limited circumstances when assembling the annotated document, the client summary in the "Marital Division" article said that if the spouse is a Supplemental Needs Person, then the Marital Share would be held in the Marital Trust instead of in the Supplemental Needs Trust under the grantor's will. | |
| Misc. | Other | 2017.06.09 | In the Standalone Will and RLT, in the client summary of the Residuary Distribution article, clarified how the shares for children and descendants are held when selecting the option to distribute the remainder to the grantor's descendants outright or in trust, different terms for each child. | |
| Issue | Other | 2017.06.07 | When assembling the Standalone Will or RLT as an annotated document, in the client summary of the "Family Information" article, fixed an issue where, in some limited circumstances, two periods would appear at the end of a sentence. | |
| Issue | Other | 2017.06.01 | In the client summary of the Administration of Remaining Trust Property article of the MAPT, VAPT, and MFPT, corrected an issue in which the words "distributed outright" and "held in trust" were being transposed. | |
| Enh. | Lang. | 2017.05.26 | In the New York Statutory Short Form Power of Attorney, added an "Exact wording" option to comply with NY GOB 5.1501.2(n) and (o), which requires the NY statutory POA and Statutory Gift Rider to contain "the exact wording" of the forms set forth in sections 5-1513 and 5-1514.10. | |
| Issue | Lang. | 2017.05.23 | In the MAPL, fixed an issue where, in some limited circumstances, a paragraph break was appearing in the middle of a sentence in the "Planning Strategies for Excess Income" section. | |
| Issue | Lang. | 2017.05.23 | In the Standalone Will, "General Provisions" article, eliminated stray chevron character appearing in the definition of "Shall and May". | |
| Misc. | Other | 2017.05.23 | When assembling an annotated trust or will, when the Supplemental Needs Trust applies to beneficiaries who are Supplemental Needs Persons, made the client summary comport with the definition of a Supplemental Needs Person by stating that the SNT article also applies when the beneficiary is disabled, and not just when the beneficiary is eligible to receive benefits. | |
| Issue | Other | 2017.05.16 | In the client summary of the Family Information article of the RLT, RLT Companion Will, and Standalone Will, when stepchildren are involved, fixed an issue where the language was not producing a logical result in some cases. | |
| Issue | Lang. | 2017.05.08 | In the VAPT, when including the Residence Trust and grantor trust provisions for the Residence Trust, and when assembling the annotated document, in the "Trust Administration" article, in the shaded client summary area at the top, fixed an issue where the language about the trust being taxable to the grantor wasn't limited to capital gains from the sale of the home, rather it was the same language that would come in for a MAPT that included grantor trust provisions. | |
| Misc. | Lang. | 2017.05.07 | In the Trustee Instruction Letter for the Third-Party Supplemental Needs Trust and the Self-Settled Special Needs Trust (d4A), updated SSI benefit amount from $733.00 to $735.00 for 2017; also, in the same letter, but only for the Self-Settled Special Needs Trust (d4A), highlighted some text related to the importance of purchasing a funeral out trust assets (with bold, italics, and underling to make it stand out). | |
| Issue | Other | 2017.04.28 | In the MAPT Trust Summary and Funding Letter, corrected an issue in which ***junk*** variables could appear in the resultant letter when the associated trust is an individual trust using the 3rd person voice. | |
| Issue | Other | 2017.04.10 | In the SSSNT established by the beneficiary, fixed an issue where the interview did not ask how to refer to the trustmaker. | |
| Issue | Other | 2017.04.10 | In the joint RLT, when selecting to distribute the elective share outright, fixed an issue where a blank paragraph would appear in the "Elective Share to the Survivor" section of the article pertaining to specific gifts and the elective share. | |
| Misc. | Other | 2017.04.04 | Modified a couple of inserted POA templates related to enhanced powers to resolve a romanette numbering issue that appears to have been limited to the NY Statutory Short Form Power of Attorney when including the Statutory Gifts Rider. | |
| Misc. | Other | 2017.04.04 | Modified a couple of inserted POA templates related to enhanced powers to resolve a romanette numbering issue that appears to have been limited to the NY Statutory Short Form Power of Attorney when including the Statutory Gifts Rider. | |
| Issue | Lang. | 2017.03.03 | In the New York Affidavit of Subscribing Witness, add the words "and declared it to be" to satisfy some courts that were looking for the word "declared". | |
| Issue | Lang. | 2017.02.24 | In the joint RLT, in the Remote Contingent Distribution article, when selecting to use third-person voice, fixed an issue where the language used pronouns in some places when it should have used the term for the grantors (Grantors, Trustors, etc.). | |
| Enh. | Lang. | 2017.02.24 | In the specific distribution provisions for joint trusts (MAPT, VAPT, and RLT), the client summary language was enhanced to indicate upon which spouse's death the gift takes place, and whether it depends on the other spouse surviving. | |
| Issue | Lang. | 2017.02.22 | In the RLT and Standalone Will, fixed an issue in the client summary area of the marital division article of the annotated document, where a joint RLT was incorporating a phrase meant for the individual RLT. | |
| Issue | Lang. | 2017.02.22 | In the RLT and Standalone Will, fixed an issue in the client summary area of the specific distributions article of the annotated document, where in a certain set of circumstances, the client summary text would be combined with the first section heading of the article. | |
| Issue | Lang. | 2017.02.22 | Removed "to ensure" from "to help ensure to ensure" that appeared in the client summary of the Supplemental Needs Trust article in all ElderDocx wills and trusts when including an Advisory Committee. | |
| Issue | Lang. | 2017.02.15 | In the Individual Revocable Living Trust, in the "Administration Upon My Death" article, corrected capitalization of "my" in the section entitled "Irrevocability," when first person voice is used. | |
| Issue | Lang. | 2017.02.15 | In the Qualified Income Trust, in the "Establishing [My-the] Trust" article, corrected the capitalization of "the" in sections entitled "Identifying the Trust" and "Transferring Property to the Trust," when third person voice is used. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Enh. | Other | 2017.01.26 | ***ANNOTATED DOCUMENT RELEASE*** -- Changes include: client summaries and technical footnotes; support for new 3rd-person voice option in MAPT, VAPT, MFPT, and RLT; other minor content changes. | |
| Misc. | Lang. | 2017.01.26 | In the MAPT, VAPT, and Family Protection Trust, in the "Trustee Succession Provisions" article, modified the "Appointment of a Cotrustee" section for clarity. | |
| Enh. | Lang. | 2017.01.26 | In the Nonstatutory Living Will, beneath the section entitled "Guidelines for the Cessation of Life-Prolonging Procedures," modified the language to include "(my attending physician)...and at least one other consulting physician" when "Require 2nd physician opinion" is set to Yes in the interview. | |
| Issue | Lang. | 2017.01.26 | In the RLT, in the "Administration and Powers" article, in the "Authority to Terminate Trusts" section, ensured a period (.) appears following the first sentence when SNT provisions are included. | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2017.01.26 | Modified punctuation to use the serial comma (also called an Oxford comma). | |
| Misc. | Lang. | 2016.12.19 | In the Illinois Statutory Short Form Power of Attorney for Health Care, changed "disabled person" to "person with a disability," in accordance with Public Act 099-0143. | |
| Misc. | Lang. | 2016.12.19 | In the Illinois Statutory Short Form Power of Attorney for Property, changed "disabled person" to "person with a disability," in accordance with Public Act 099-0143. | |
| Enh. | Other | 2016.12.14 | Added HIPAA authorized recipients to the Fiduciaries Report. | |
| New | Other | 2016.12.14 | Added a Concerns Assessment for use with the Medicaid Asset Protection Trust and Medicaid Family Protection Trust document sets (as part of the new MAPT and MFPT Toolkit). | |
| New | Other | 2016.12.14 | Added a Letter to Client After Being Hired for use with the Medicaid Asset Protection Trust and Medicaid Family Protection Trust document sets (as part of the new MAPT and MFPT Toolkit). | |
| Issue | Lang. | 2016.12.14 | In the Nonstatutory Health Care Power of Attorney, modified references to state law to reflect "Commonwealth" where applicable (e.g., for Massachusetts). | |
| Misc. | Lang. | 2016.12.14 | In the SNT CPA Letter and Grantor Trust Letter, updated tax figures for the 2017 tax year. | |
| Misc. | Lang. | 2016.12.14 | In the SNT CPA Letter and Grantor Trust Letter, updated tax figures for the 2017 tax year. | |
| Misc. | Lang. | 2016.12.14 | In the Third-Party SNT accumulation trust provisions, eliminated the word "remainder" in two places in the first paragraph to eliminate confusion. In all documents that include accumulation trust provisions, added a new paragraph to clarify that "beneficiary" includes appointees under a power of appointment. | |
| Enh. | Lang. | 2016.12.09 | In the Self-Settled Special Needs Trust (d4A), added logic to support the establishment of the trust by the beneficiary as authorized by the 21st Century Cures Act, Section 5007, which becomes immediately effective upon enactment and modifies 42 U.S.C. 1396p(d)(4)(A) by adding "the individual" as someone who can establish such a trust. The Act is expected to be signed by the President on Tuesday, December 13, 2016. | |
| Issue | Lang. | 2016.12.09 | In the Self-Settled Special Needs Trust (d4A), in the Reimbursement to State section which appears beneath the Administration article, incorporated the missing word "behalf" into the paragraph that refers to the state pro rata share of reimbursements of Medicaid payments. | |
| Misc. | Lang. | 2016.12.02 | Updated Maryland statutory form powers of attorney to comply with recent statutory changes. | |
| Misc. | Lang. | 2016.12.02 | Updated Maryland statutory form powers of attorney to comply with recent statutory changes. | |
| Enh. | Other | 2016.11.21 | Added video help screens throughout the interviews. | |
| Issue | Lang. | 2016.11.02 | When creating a Certification of Trust, the given document name, if different from "Certification of Trust" (e.g., "Affidavit of Trust") was not changing in a few places. This has been corrected. | |
| Issue | Lang. | 2016.10.25 | In the North Carolina Statutory Advance Directive for a Natural Death (Living Will) and Health Care Power of Attorney, updated the web link for the Advance Health Care Directive Registry maintained by the North Carolina Secretary of State (http://www.secretary.state.nc.us/ahcdr/). | |
| Issue | Lang. | 2016.10.25 | In the North Carolina Statutory Advance Directive for a Natural Death (Living Will) and Health Care Power of Attorney, updated the web link for the Advance Health Care Directive Registry maintained by the North Carolina Secretary of State (http://www.secretary.state.nc.us/ahcdr/). | |
| Issue | Lang. | 2016.10.20 | In the joint RLT, in the "Administration of Our Trust During Incapacity" article, in the "Distributions for the Incapacitated Spouse's Benefit" section, in the paragraph beneath "If the Incapacitated Spouse is Hospitalized", corrected an issue in which "...the incapacitated spouse have..." appeared, rather than "...the incapacitated spouse has...". | |
| New | Lang. | 2016.10.17 | Added new "EC Family Protection Trust" document set that creates an asset-protected trust for the grantor's family. | |
| New | Lang. | 2016.10.17 | Added new template for required notices for the Nonstatutory Durable Financial Power of Attorney for New York pursuant to NY GOB 1-1501B.1(d). | |
| Issue | Lang. | 2016.10.17 | Fixed an issue in the MAPT and VAPT, when including Distribution Trustees after death, and when selecting the option for the Primary Beneficiary of each subtrust to designate their own Distribution Trustee upon creation of the trust, the language for the initial appointment of the Distribution Trustee did not merge (but default of designation provisions would still allow a Distribution Trustee to be appointed). | |
| Enh. | Lang. | 2016.10.17 | In the Letter to Client - Initial Consultation, added new options to select the meeting topics, include a map and directions, and request specific items to be brought to the meeting. | |
| Issue | Lang. | 2016.10.17 | In the MAPT Trustee Instructions Letter, ensured the document makes no reference to Lifetime Distribution Trustees when the short version of the trust interview is used. | |
| Enh. | Lang. | 2016.10.17 | In the MAPT and VAPT, in the statement of intent as to estate inclusion, at the end of the paragraph about the Trust Protector's or Independent Trustee's authority to amend to more fully comply with the grantor's stated intent, added, "so long as such amendment does not make trust property available for Medicaid eligibility or Medicaid estate recovery purposes". | |
| Misc. | Lang. | 2016.10.17 | In the Nonstatutory Durable Financial Power of Attorney for New York, added logic to include elements required by NY GOB 1-1501B.1(d), regarding notices to the principal and the agent, and 1-1501.2(b), regarding execution requirements (witnessing). | |
| New | Lang. | 2016.10.17 | New document, "Letter to Client - Disengagement," added to General Letters (Client and Third Party). | |
| New | Lang. | 2016.10.17 | New document, "Letter to Lender - Garn-St. Germain," added to General Letters (Client and Third Party), MAPT, VAPT, and new Family Protection Trust document sets. | |
| New | Lang. | 2016.10.17 | New document, "Letter to Nursing Home - Thank You for Tour," added to General Letters (Client and Third Party). | |
| New | Lang. | 2016.10.17 | New document, "Letter to Third Party - Client Requires Live-in Assistance," added to General Letters (Client and Third Party). | |
| New | Lang. | 2016.10.17 | New document, "Letter to Third Party - Thank You for Client Referral," added to General Letters (Client and Third Party). | |
| Issue | Lang. | 2016.10.04 | Fixed an issue in the RLT where if the grantor is married, whether it's an individual or joint trust, and if the spousal SNT planning is contingent, and marital deduction planning is included, and if the marital/non-marital division creates both a Marital Share and Non-Marital Share, and if the Marital Share is held in a QTIP Trust and the Non-Marital Share is distributed to the residuary beneficiaries, and if the spousal SNT trigger only applies at death and not anytime thereafter, then the spousal SNT triggering language was missing in the marital division article. | |
| Enh. | Lang. | 2016.09.14 | Added a new option to not forbid rental of Principal Residence when creating a VAPT Residence Trust. | |
| Enh. | Lang. | 2016.09.14 | Added a new option to not forbid rental of Principal Residence when creating a VAPT Residence Trust. | |
| Enh. | Other | 2016.09.14 | Added indicator of when Testator City or County is unanswered in the RLT Companion Will and MAPT Pourover Will. | |
| New | Lang. | 2016.09.14 | Added new Arkansas Statutory Form Power of Attorney and Certification. | |
| New | Lang. | 2016.09.14 | Added new Arkansas Statutory Form Power of Attorney and Certification. | |
| New | Lang. | 2016.09.14 | Added new State of Hawaii Statutory Form Power of Attorney and Certification. | |
| New | Lang. | 2016.09.14 | Added new State of Hawaii Statutory Form Power of Attorney and Certification. | |
| New | Lang. | 2016.09.14 | Added new West Virginia Statutory Form Power of Attorney and Certification. | |
| New | Lang. | 2016.09.14 | Added new West Virginia Statutory Form Power of Attorney and Certification. | |
| Enh. | Lang. | 2016.09.14 | Added new options to the Third-Party Supplemental Needs Trust, Sole Benefit Trust, and Self-Settled Special Needs Trust authorizing the trustee to make contributions to an ABLE account on the beneficiary's behalf. | |
| Enh. | Lang. | 2016.09.14 | Added new options to the Third-Party Supplemental Needs Trust, Sole Benefit Trust, and Self-Settled Special Needs Trust authorizing the trustee to make contributions to an ABLE account on the beneficiary's behalf. | |
| Enh. | Other | 2016.09.14 | Added option to insert "This instrument was prepared by [Preparer]" in the Certification of Authorization page if the user selected to include preparer in the nonstatutory DPOA interview. | |
| Enh. | Other | 2016.09.14 | Added option to insert "This instrument was prepared by [Preparer]" in the HIPAA Authorization, Nonstatutory Health Care Power of Attorney, and Nonstatutory Living Will. | |
| Enh. | Other | 2016.09.14 | Added option to insert "This instrument was prepared by [Preparer]" in the HIPAA Authorization, Nonstatutory Health Care Power of Attorney, and Nonstatutory Living Will. | |
| Enh. | Other | 2016.09.14 | Added option to insert "This instrument was prepared by [Preparer]" in the HIPAA Authorization, Nonstatutory Health Care Power of Attorney, and Nonstatutory Living Will. | |
| Enh. | Other | 2016.09.14 | Added option to insert "This instrument was prepared by [Preparer]" in the Nonstatutory Durable Power of Attorney. | |
| New | Lang. | 2016.09.14 | Added statutory Kentucky Living Will Directive. | |
| Misc. | Other | 2016.09.14 | Added support for the following new statutory forms: Arkansas Statutory Form Power of Attorney and Certification, State of Hawaii Statutory Form Power of Attorney and Certification, Kentucky Living Will Directive, and West Virginia Statutory Form Power of Attorney and Certification. | |
| Misc. | Other | 2016.09.14 | Added support for the new notaryblock19.rtf to be used by Maine. | |
| Enh. | Other | 2016.09.14 | Enabled the following dialogs in Medicaid Asset Protection Trust and Veterans Asset Protection Trust: Recognize Other Beneficiaries, Deceased Family Members, and Disinherited Natural Heirs. | |
| Enh. | Other | 2016.09.14 | In Global Preferences, added a new option to select one space or two spaces between sentences. | |
| Enh. | Lang. | 2016.09.14 | In the "Action on Behalf of [My-Our] Trust" section, in the "Establishing [My-Our] Trust" article of the Revocable Living Trust, added new option for inserting language to specify that spouse can act independently when serving as a trustee. | |
| Enh. | Lang. | 2016.09.14 | In the 3rd-Party SNT and Sole Benefit Trust, added option to include or exclude language about the beneficiary's condition. | |
| Issue | Lang. | 2016.09.14 | In the 3rd-Party SNT and Sole Benefit Trust, in the "Advisory Committee" (or similar) article, in the "Role and Responsibility" section, added "is" to "The <Advisor>'s responsibility is to advise". | |
| Issue | Lang. | 2016.09.14 | In the MAPT, VAPT, RLT, Companion Will, and Standalone Will, in the "Specific Distributions" article, in the "Distribution of Tangible Personal Property" section, corrected issue in which tangible personal property should go to spouse followed by children, including afterborn children. However, in the resultant document, the provision only listed the current living child as the beneficiary. | |
| Enh. | Lang. | 2016.09.14 | In the MAPT, VAPT, RLT, Standalone Will, 3rd-Party SNT, and Sole Benefit Trust, in the "Trust Administration" article, in the "Exercise of Testamentary Power of Appointment" section, added language to deal with conflicting instruments exercising the same power. | |
| Enh. | Lang. | 2016.09.14 | In the MAPT, VAPT, RLT, Standalone Will, 3rd-Party SNT, and Sole Benefit Trust, in the "Trust Administration" article, in the "Exercise of Testamentary Power of Appointment" section, added language to deal with conflicting instruments exercising the same power. | |
| Enh. | Lang. | 2016.09.14 | In the MAPT, VAPT, RLT, Standalone Will, 3rd-Party SNT, and Sole Benefit Trust, in the "Trust Administration" article, in the "Exercise of Testamentary Power of Appointment" section, added language to deal with conflicting instruments exercising the same power. | |
| Enh. | Lang. | 2016.09.14 | In the MAPT, VAPT, RLT, Standalone Will, 3rd-Party SNT, and Sole Benefit Trust, in the "Trust Administration" article, in the "Exercise of Testamentary Power of Appointment" section, added language to deal with conflicting instruments exercising the same power. | |
| Issue | Lang. | 2016.09.14 | In the MAPT, VAPT, RLT, and 3rd-Party SNT, when including the lending power and allowing loans to the trustee, changed "preceding sentence" to "preceding provisions of this Section" in the first sentence of the last paragraph of the "Lending Powers" section of the "Trustee's Powers" article. | |
| Issue | Other | 2016.09.14 | In the Ohio QIT Sample, modified the page numbering to begin at 1 on the page that follows the cover page. | |
| Issue | Lang. | 2016.09.14 | In the RLT and Companion Will, in the "Administration and Trustee Powers" article, in the "Authority to Terminate Trusts" section, removed an extra period following the sentence "This power may only be exercised by an Independent Trustee". | |
| Issue | Lang. | 2016.09.14 | In the Standalone Will, in the "Trust Administration Provisions" article, in the "Authority to Terminate Trusts" section, removed an extra period following the sentence "This power may only be exercised by an Independent Trustee". | |
| Issue | Other | 2016.09.14 | In the Texas QIT Sample, modified the page numbering to begin at 1 on the page that follows the cover page. | |
| Issue | Lang. | 2016.09.14 | In the Trustee Instruction Letter for a Third-Party Supplemental Needs Trust, modified the section regarding establishing a bank account to read "...or you might be able to use the trustmaker's social security number". | |
| Issue | Lang. | 2016.09.14 | In the Veterans Asset Protection Trust, and in the Medicaid Asset Protection Trust when selecting to have all income paid out to the lifetime beneficiaries, if one of the lifetime beneficiaries triggers the "Administration of Trusts for Underage and Incapacitated Beneficiaries" article, then under the "Methods of Distribution" section of that article, it allows the trustee to distribute the income to the beneficiary's parent, which could be the grantor. To prevent this possibility, the following was added to the end of that section: "Notwithstanding the above, under no circumstances may property to which this Article applies be distributed to or retained by me". | |
| Enh. | Lang. | 2016.09.14 | In the joint MAPT and VAPT, when selecting the option for the grantors to remove and replace the trustee, in the "Trustee Succession" article, in the "Removal and Replacement of Trustees" section, renamed the "Removal and Replacement by the Survivor of Us" subsection to "Removal and Replacement by One of Us" and added language that allows for removal and replacement when one grantor is incapacitated. | |
| Enh. | Lang. | 2016.09.14 | In the joint RLT, in the "Survivor's Trust" article, in the "Distribution of Income and Principal" section, added the sentence "Undistributed income will be accumulated and added to principal" in order to ensure compliance with Treasury Regulation 20.2056(b)-5(f)(8) when planning for the marital deduction. | |
| Enh. | Other | 2016.09.14 | Links to Case Information and Work with Names have been added to the Launchpad. | |
| Misc. | Other | 2016.09.14 | Miscellaneous update to HotDocs component name (no effect on resulting document). | |
| Misc. | Other | 2016.09.14 | Miscellaneous update to HotDocs component name (no effect on resulting document). | |
| Misc. | Other | 2016.09.14 | Miscellaneous update to HotDocs component name (no effect on resulting document). | |
| Misc. | Other | 2016.09.14 | Miscellaneous update to HotDocs component name (no effect on resulting document). | |
| Issue | Lang. | 2016.08.23 | Corrected issue in which the definitions for Digital Assets, Digital Devices, and Online Accounts appeared in the Revocable Living Trust and Companion Will although they were not being referenced in the document. | |
| Issue | Lang. | 2016.08.22 | In the Companion Will for a joint Revocable Living Trust, corrected an issue in which a sentence fragment could appear incorrectly in the My Children and Descendants section under specific conditions (one of the spouses has no children and is not recognizing stepchildren, and afterborn, adopted, or ART children are not included in the definition of children). | |
| Enh. | Other | 2016.07.05 | Added ability to update the signing date on multiple documents at the same time. | |
| New | Lang. | 2016.07.05 | Added new Ohio QIT sample template. | |
| New | Lang. | 2016.07.05 | Added new Ohio QIT sample template. | |
| New | Lang. | 2016.07.05 | Added new Utah statutory DPOA and certification templates. | |
| New | Lang. | 2016.07.05 | Added new Utah statutory DPOA and certification templates. | |
| New | Lang. | 2016.07.05 | Added new Utah statutory DPOA and certification templates. | |
| New | Lang. | 2016.07.05 | Added new Utah statutory DPOA and certification templates. | |
| New | Lang. | 2016.07.05 | Added support for Ohio QIT sample template. | |
| Issue | Other | 2016.07.05 | Changed HIPAA Authorization to 14 pt typeface when planning in California, and added message to interview dialog. | |
| Enh. | Other | 2016.07.05 | Improved default document file names. | |
| Enh. | Lang. | 2016.07.05 | In the Nonstatutory Financial Power of Attorney, added "(including by electronic funds transfer)" in the "Bank Accounts and Banking Transactions" power to withdraw funds from an account. | |
| Enh. | Lang. | 2016.07.05 | In the Powers of Attorney and Standalone Will, enhanced the Online Accounts, Digital Assets, and Digital Devices power consistent with the Florida Fiduciary Access to Digital Assets Act of 2016, but implemented for all states. | |
| Enh. | Other | 2016.07.05 | In the SNT trusts (SSSNT, SSSNTMSA, TPSNT, SBT), eliminated the concept of "Initial Trustee" and "Successors to Initial Trustees" in favor of a single listing of "Trustee Succession During Lifetime," of which the first selected trustee or trustees will be specified at the beginning of the document and will be the trustee signatories at the end of the document. | |
| Enh. | Other | 2016.07.05 | In the SNT trusts (SSSNT, SSSNTMSA, TPSNT, SBT), eliminated the concept of "Initial Trustee" and "Successors to Initial Trustees" in favor of a single listing of "Trustee Succession During Lifetime," of which the first selected trustee or trustees will be specified at the beginning of the document and will be the trustee signatories at the end of the document. | |
| Enh. | Other | 2016.07.05 | In the SNT trusts (SSSNT, SSSNTMSA, TPSNT, SBT), eliminated the concept of "Initial Trustee" and "Successors to Initial Trustees" in favor of a single listing of "Trustee Succession During Lifetime," of which the first selected trustee or trustees will be specified at the beginning of the document and will be the trustee signatories at the end of the document. | |
| Enh. | Other | 2016.07.05 | In the SNT trusts (SSSNT, SSSNTMSA, TPSNT, SBT), eliminated the concept of "Initial Trustee" and "Successors to Initial Trustees" in favor of a single listing of "Trustee Succession During Lifetime," of which the first selected trustee or trustees will be specified at the beginning of the document and will be the trustee signatories at the end of the document. | |
| Issue | Lang. | 2016.06.15 | Corrected typos in the Information for Trustees document: changed "firs death" to "first death"; added "are" to "Once those functions completed". | |
| Issue | Other | 2016.05.19 | Corrected an issue in the MAPT and VAPT in which ***junk*** could appear in the document, under certain instances, when subtrust trustees are included in the Trustee Succession. | |
| Issue | Lang. | 2016.05.18 | Fixed an issue in the Standalone Will when it includes the "Supplemental Needs Trust" article but no other subtrusts, and does not otherwise include trust provisions, where the provision authorizing the Personal Representative to appoint a trustee of the Supplemental Needs Trust was missing from the document. | |
| Enh. | Other | 2016.05.17 | Added new logic for all documents in ElderDocx to have a default file name when saving in MS Word. | |
| Misc. | Other | 2016.05.17 | All addresses in ElderDocx documents now use the state abbreviation (e.g., "PA" instead of "Pennsylvania") and include the zip code, even when the address appears in a sentence in the body of the document. | |
| Issue | Lang. | 2016.05.17 | In the Health Care Power of Attorney, renamed Section 1.03 from "Duration" to "Duration and Durability," and when the planning state is Missouri, added a durability statement to that Section in compliance with Sections 404.810 and 404.705.1(2)(a), RSMo. | |
| Enh. | Lang. | 2016.05.17 | In the MAPT and VAPT Trust Summary and Funding Letter, made changes in support of the enhanced trustee selection methodology. | |
| Enh. | Other | 2016.05.17 | In the MAPT and VAPT interviews, reorganized and relocated the Trustee options and selection dialogs nearer the top of the interview. | |
| Enh. | Lang. | 2016.05.17 | In the MAPT and VAPT, eliminated the concept of "Initial Trustee" and "Successors to Initial Trustees" in favor of a single listing of "Trustee Succession During Lifetime," of which the first selected trustee or trustees will be specified at the beginning of the document and will be the trustee signatories at the end of the document. | |
| Enh. | Lang. | 2016.05.17 | In the MAPT and VAPT, eliminated the concept of "Initial Trustee" and "Successors to Initial Trustees" in favor of a single listing of "Trustee Succession During Lifetime," of which the first selected trustee or trustees will be specified at the beginning of the document and will be the trustee signatories at the end of the document. | |
| Enh. | Lang. | 2016.05.17 | In the MAPT and VAPT, implemented enhanced trustee selection methodology that allows for greater flexibility, such as naming cotrustees with replacement. When cotrustees are included, a new "Cotrustee Replacement" provision clarifies that replacement is not required unless specified. Also added provisions for "Trustee Succession After Death," naming trustees during administration after the grantor's death and over any subtrust that doesn't specifically name trustees. | |
| Enh. | Lang. | 2016.05.17 | In the MAPT and VAPT, the Supplemental Needs Trust trustees are now included in the Subtrust Trustee Succession, and are no longer specified in a dedicated section for that purpose. The intent is to minimize the potential for conflicts between the trustees selected for the SNT and the other trustees selected for a beneficiary's subtrust who happens to become a Supplemental Needs Person. | |
| Enh. | Lang. | 2016.05.17 | In the Nonstatutory Durable Financial Power of Attorney, added a new Bankruptcy power as an option in General Powers. | |
| Misc. | Other | 2016.05.17 | In the Promissory Note template, added logic to only assemble the note for a Note and Gift calculation, and not for an Annuity and Gift calculation or Penalty Period calculation. | |
| Enh. | Lang. | 2016.05.17 | In the RLT and the RLT Companion Will, added a new "Funeral and Other Expenses of Beneficiary" section to the "Trust Administration and Trustee Powers" article (this provision previously existed and remains in the Standalone Will). | |
| Issue | Other | 2016.05.17 | In the Standalone Will and the RLT Companion Will, in the "Supplemental Needs Trust" article, fixed an issue where ***junk*** could appear in the prefatory language in some limited circumstances. | |
| Misc. | Lang. | 2016.05.17 | In the Standalone Will, "General Provisions" article, "Definitions" section, "Fiduciary" definition, added logic to include Trustees in the definition only if relevant. | |
| Enh. | Lang. | 2016.05.17 | In the Standalone Will, implemented enhanced executor and trustee selection methodology that allows for greater flexibility, such as naming co-executors and cotrustees with replacement. When co-fiduciaries are included, a new "Co-Fiduciary Replacement" provision clarifies that replacement is not required unless specified. | |
| Misc. | Lang. | 2016.05.17 | In the VA Claim Questionnaire and in the Veterans Asset Protection Letter, changed "veteran" to "Veteran" (with a capital "V") out of respect for their service to our country. | |
| Misc. | Lang. | 2016.05.17 | In the VA Claim Questionnaire and in the Veterans Asset Protection Letter, changed "veteran" to "Veteran" (with a capital "V") out of respect for their service to our country. | |
| Misc. | Lang. | 2016.05.17 | In the VA Claim Questionnaire and in the Veterans Asset Protection Letter, changed "veteran" to "Veteran" (with a capital "V") out of respect for their service to our country. | |
| Misc. | Lang. | 2016.05.17 | In the VA Claim Questionnaire and in the Veterans Asset Protection Letter, changed "veteran" to "Veteran" (with a capital "V") out of respect for their service to our country. | |
| Enh. | Lang. | 2016.05.17 | In the VAPL, modified the logic to allow the Immediate Annuity strategy for reduction of assets, which necessarily increases income, to be used even when the IVAP is not negative; that is, the Immediate Annuity strategy can be used even if it will reduce the benefit available to the Veteran. | |
| Enh. | Lang. | 2016.05.17 | In the VAPL, modified the logic to allow the Immediate Annuity strategy for reduction of assets, which necessarily increases income, to be used even when the IVAP is not negative; that is, the Immediate Annuity strategy can be used even if it will reduce the benefit available to the Veteran. | |
| Misc. | Lang. | 2016.05.17 | In the decanting provision for the VAPT, eliminated "other than me" (in reference to the grantor) at the end of clauses (ii) and (iii) -- which excludes the grantor from restrictions on reducing a presently exercisable income interest or withdrawal right -- because the grantor never has an income interest or withdrawal right, making "other than me" surplusage. | |
| Misc. | Other | 2016.05.17 | In the firm information in the footer of all documents, replaced the long state name with the state abbreviation (e.g., "PA" for "Pennsylvania") and added the zip code to the single line firm information. | |
| Misc. | Other | 2016.05.17 | In the firm information in the footer of all documents, replaced the long state name with the state abbreviation (e.g., "PA" for "Pennsylvania") and added the zip code to the single line firm information. | |
| Misc. | Lang. | 2016.05.17 | In the template for the "Administration While Living" article of the MAPT and VAPT, replaced the word "pay" with "distribute" in 5 places. In Section 1.04, "Exercise of Right to Withdraw by Lifetime Beneficiaries," modified the last sentence for grammar. In Section 1.09, "Discharge of Trustee Upon a Distribution," changed "payment or distribution" to "distribution" in the first sentence, and changed "paid or distributed" to "distributed" in the second sentence. | |
| Misc. | Other | 2016.05.17 | Removed the Medicaid GRAT from ElderDocx and added the Annuity Calculator (EC AnnuityCalc) to the Promissory Note document set (renamed to "EC Promissory Note Documents and Calculators"). Also included a simple Penalty Period Calculator (EC PenaltyCalc). | |
| Misc. | Lang. | 2016.05.17 | Renamed the "Annuity Amortization Schedule" to "Annuity Payment Schedule". | |
| Misc. | Other | 2016.04.26 | Corrected typo in footer (changed "Surragates" to "Surrogates"). | |
| Issue | Lang. | 2016.03.08 | Corrected an issue in which "my children" could appear, in limited instances, within the Family Information section of a joint Medicaid Asset Protection Trust. | |
| Issue | Lang. | 2016.02.18 | In the Supplemental Needs Trust article that appears in the MAPT, VAPT, RLT, and Standalone Will, when including the definition of supplemental needs, removed "spending money" from the list of what supplemental needs may include. | |
| Misc. | Lang. | 2016.02.18 | Reviewed and modified the MAPT and VAPT Trust Summary and Funding Letter for consistent use of "trust" v. "Trust" and "trustee" v. "Trustee". | |
| Issue | Lang. | 2016.02.15 | In the new Digital Assets power, corrected an issue where "my" appeared for a joint trust. | |
| Issue | Lang. | 2016.02.11 | In the Addendum to the MAPL and VAPL for Illinois, in the "Elective Share and Medicaid" section, corrected the statement about assets included in the value of the elective share to limit it to the probate estate. | |
| Enh. | Lang. | 2016.02.11 | In the MAPT and VAPT Trust Summary and Funding Letter, added the names of the Trust Protectors when selected in the interview. | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, Sole Benefit Trust, Standalone Will, Nonstatutory Financial Durable Power of Attorney, and Statutory Financial Powers of Attorney, added new fiduciary power for "Online Accounts, Digital Assets, and Digital Devices". | |
| Enh. | Lang. | 2016.02.11 | In the Medicaid Asset Protection Trust, in the "Residences and Tangible Personal Property" section of the "My Trustee's Powers" article, in some cases, an additional option will appear that excludes the grantor from use of the residence. | |
| Issue | Lang. | 2016.02.11 | In the Nonstatutory Durable Financial Power of Attorney, when including the Investments power and the Securities power, fixed an issue where the option to exclude the power to trade options or on margin would not alter the text of the Investments power. | |
| Misc. | Other | 2016.02.11 | In the Nonstatutory Health Care Power of Attorney, changed the underlined address paragraphs' formatting. | |
| Misc. | Lang. | 2016.02.11 | In the Third-Party Supplemental Needs Trust and the Sole Benefit Trust, in the "Reformation and Amendment" section of the first article, replaced "The primary beneficiary does not have the power to" with "Further, [Beneficiary] may not". | |
| Misc. | Lang. | 2016.01.22 | Added dot code for space following a.m./p.m. for call in time. | |
| Misc. | Lang. | 2016.01.22 | Fixed a/an before state in SNT provision. | |
| Enh. | Lang. | 2015.12.31 | Added options to the Certification of Trust to style it as an affidavit and to be able to select the title of the document. Also restructured some of the language of the document to comply with Illinois 760 ILCS 5/8.5. | |
| Misc. | Other | 2015.12.31 | Added witness sex and phone number to the witness pick list (used in limited circumstances). | |
| Misc. | Lang. | 2015.12.31 | In the Addendum to the MAPL and VAPL, modified the chart of VA Pension Benefit Figures by changing the year in the title from 2015 to 2016. Benefit amounts did not change for 2016. | |
| Enh. | Other | 2015.12.31 | In the RLT and Standalone Will interviews, when the grantor/testator is married, added an option to disinherit the spouse in the Preliminary Considerations area. | |
| Enh. | Lang. | 2015.12.31 | In the RLT, in the "Trustee Succession" article, in the "Trustee Resignation, Removal, and Appointment" section, modified the logic and language that allows removal and replacement by a child or majority of the children to account for disinherited children, as well as account for the definition of children that anticipates afterborn or adopted children. | |
| Enh. | Lang. | 2015.12.31 | Updated the Certification of Trust to be more complete and to comply with Illinois law (760 ILCS 5/8.5). | |
| Enh. | Lang. | 2015.12.31 | Updated the Illinois Statutory Short Form Power of Attorney for Health Care to comply with P.A. 99-0328 effective January 1, 2016. | |
| Issue | Lang. | 2015.12.03 | In the Standalone Will and RLT Companion Will, when spousal SNT provisions are contingent (not forced), and when selecting to give the house to the surviving spouse, and when selecting the option for the spousal SNT provisions to override that otherwise outright gift, the override provision would not merge. This has been fixed. | |
| Enh. | Lang. | 2015.11.09 | In the Florida Nonstatutory Financial Power of Attorney, in the "Suspension of Agent's Authority" section, added sentence excluding agents related to the principal, as provided by amendment to section 709.2109(3), Florida Statutes. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL and VAPL, added an option to the "Addendum" dialog to include the Addendum or not, and included logic in the templates to accommodate the option. | |
| Issue | Lang. | 2015.11.09 | In the MAPL, in the "Purchase an Exempt Automobile" strategy section, when the Elder Planning Client is unmarried, and when selecting that the vehicle is subject to estate recovery, removed the following sentence: "For this reason, it would be better to title the new vehicle in the name of someone else, excluding your name from title." This would be inconsistent with the objective of avoiding a transfer penalty. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Enh. | Lang. | 2015.11.09 | In the MAPL, made numerous changes to allow selection of both spouses as the Elder Planning Client, without needing to designate either spouse as the one who would need care first. | |
| Misc. | Lang. | 2015.11.09 | In the MAPT and VAPT, in the "Trustee Succession" article, in the "Removal and Replacement of Trustees" section, in the "Removal and Replacement by Beneficiaries" subsection, when selecting the option that allows any beneficiary to remove a trustee for cause upon court approval, removed the misplaced "if" in the sentence that begins, "In addition, if a beneficiary who petitions the court for removal of a Trustee may also petition". | |
| Misc. | Lang. | 2015.11.09 | In the RLT, in the Marital Trust article, in the first sentence, fixed an issue that arose under limited circumstances where the phrase "me and my wife" was missing a space, forming "meand my wife". | |
| Enh. | Lang. | 2015.11.09 | Updated the Florida Statutory Designation of Health Care Surrogate pursuant to Section 9, Ch. 2015-153, Laws of Florida, as codified at section 765.203, Florida Statutes. | |
| Enh. | Lang. | 2015.11.09 | Updated the Florida Statutory Living Will pursuant to Section 15, Ch. 2015-153, Laws of Florida, as codified at section 765.303, Florida Statutes (changed "attending or treating physician" to "primary physician"). | |
| Misc. | Lang. | 2015.10.29 | In the Grantor Trust Letter for the SNT document set, updated income tax bracket figures for 2015. | |
| Misc. | Lang. | 2015.10.26 | In the SNT Trustee Instruction Letter, in part B.3 ("Duty to Not Delegate Trustee Responsibilities"), in the second-to-last paragraph, corrected "signing the document trustee" to "signing the document as trustee"; and in the last paragraph, corrected "duty to the both the" to "duty to both the". | |
| Misc. | Lang. | 2015.10.23 | In the CPA Letter for the SNT document set, updated income tax bracket figures for 2015. | |
| Issue | Lang. | 2015.09.14 | In the Third-Party Supplemental Needs Trust and the Sole Benefit Trust, in the "Distributions During Beneficiary's Lifetime" article, in the "Residential Needs" section, when including homestead provisions and when the beneficiary does not presently reside in the homestead property, changed the first part of a paragraph from "It is Beneficiary's intention" to "It is my [or Trustmaker's] intention". | |
| Misc. | Lang. | 2015.09.10 | Updated the Texas statutory Directive to Physicians and Family or Surrogates consistent with H.B. 3074, 84th Legislature. | |
| Issue | Lang. | 2015.08.18 | In the RLT Companion Will, in most cases when the testator is married and the spousal SNT is contingent (and never in any other cases), in the "Personal Representative and Disposition of Estate" article, in the "Disposition of My Probate Estate" section, fixed an issue where the words "or is not a Supplemental Needs Person" were inadvertently omitted in the first sentence of the first paragraph after "If my [spouse] does not survive me." This language issue began with the July 12, 2015 update. | |
| Issue | Lang. | 2015.07.21 | In the Individual MAPT and VAPT, in the "Administration While Living" article, in the "[Residence and ]Distribution Provisions" section (for the VAPT) or the "Contributions Held in a Single Trust" section (for the MAPT), in the "Distribution of Income" subsection, changed "our Trustee" to "my Trustee," which appeared in some limited circumstances. | |
| Issue | Other | 2015.07.20 | Fixed an issue in the RLT spousal distribution plan summary that, in some limited circumstances, prevented it from assembling. | |
| Misc. | Lang. | 2015.07.16 | In the MAPL, in the "Planning Strategies for Excess Assets" section, in the subsection that discusses reverse mortgages, corrected "as well make a referral" by changing it to "as well as make a referral". | |
| Enh. | Other | 2015.07.12 | Added new "built-in scenario" option to RLT and Standalone Will interviews that will answer interview questions based on the scenario selected (for example, Simple Will or Tax-Planning Will). | |
| Enh. | Lang. | 2015.07.12 | Added options to produce the VA Claim Questionnaire for a Married, Unmarried, or Surviving Spouse claimant. | |
| Misc. | Lang. | 2015.07.12 | In all wills and trusts, in the "General Provisions" article, in the "Definitions" section, in the "Adopted and Afterborn Persons" subsection, in the first sentence, changed the phrase "as natural children of the adopting parent" to "as would children born of the adopting parent" (the term "natural child" means a child born out of lawful wedlock, which certainly was not the intended meaning). | |
| Misc. | Lang. | 2015.07.12 | In all wills and trusts, in the "General Provisions" article, in the "Definitions" section, in the "Adopted and Afterborn Persons" subsection, in the first sentence, changed the phrase "as natural children of the adopting parent" to "as would children born of the adopting parent" (the term "natural child" means a child born out of lawful wedlock, which certainly was not the intended meaning). | |
| Misc. | Lang. | 2015.07.12 | In all wills and trusts, in the "General Provisions" article, in the "Definitions" section, in the "Adopted and Afterborn Persons" subsection, in the first sentence, changed the phrase "as natural children of the adopting parent" to "as would children born of the adopting parent" (the term "natural child" means a child born out of lawful wedlock, which certainly was not the intended meaning). | |
| Misc. | Other | 2015.07.12 | In the California Notary Block, moved the word "(Seal)" that appears to the right of the notary signature line by an inch or two, so that it now appears immediately to the right of the notary signature line. This was done to allow more space for the notary stamp or seal. | |
| Misc. | Lang. | 2015.07.12 | In the HIPAA Authorization, added a paragraph at the end of the Statement of Intent to comply with HIPAA Regs Section 164.508(c)(2)(ii)(A). Shouldn't be necessary for a self-drafted authorization, but included because the regs don't really differentiate. | |
| Misc. | Lang. | 2015.07.12 | In the Individual RLT, in the Bypass Trust, when the Marital/Non-Marital division is all to the bypass trust, and when the grantor is a life partner contemplating marriage, the language related to contingent SNT provisions was clarified. | |
| Misc. | Lang. | 2015.07.12 | In the MAPL, in the addendum, in the Medicaid Programs section, when including information about waiver programs, and when the type of waiver program is home care, corrected an issue where the word "while" was repeated in a sentence. | |
| Misc. | Lang. | 2015.07.12 | In the MAPL, in the addendum, in the Medicaid Programs section, when including information about waiver programs, and when the type of waiver program is home care, corrected an issue where the word "while" was repeated in a sentence. | |
| Misc. | Lang. | 2015.07.12 | In the MAPT Trust Summary and Funding Letter, when the lifetime trust income distributions are discretionary to the lifetime beneficiaries, and when the lifetime beneficiaries do not include the grantor, the 4th prefatory paragraph of the letter was modified by including the phrase "in the Trustees discretion" in the sentence that now reads, "The Trustee collects income and, in the Trustee's discretion, pays it to the income beneficiaries. | |
| Misc. | Lang. | 2015.07.12 | In the MAPT, VAPT, Third-Party SNT, Sole Benefit Trust, and Standalone Will, in the "Trust Administration" article, in the "Information to Beneficiaries" section (which only merges if including UTC provisions), added "or to the extent required by Section x.xx, entitled 'Trust Accounting'" to the third sentence for clarity. | |
| Misc. | Lang. | 2015.07.12 | In the MAPT, VAPT, Third-Party SNT, Sole Benefit Trust, and Standalone Will, in the "Trust Administration" article, in the "Information to Beneficiaries" section (which only merges if including UTC provisions), added "or to the extent required by Section x.xx, entitled 'Trust Accounting'" to the third sentence for clarity. | |
| Misc. | Lang. | 2015.07.12 | In the MAPT, VAPT, Third-Party SNT, Sole Benefit Trust, and Standalone Will, in the "Trust Administration" article, in the "Information to Beneficiaries" section (which only merges if including UTC provisions), added "or to the extent required by Section x.xx, entitled 'Trust Accounting'" to the third sentence for clarity. | |
| Misc. | Lang. | 2015.07.12 | In the Nonstatutory Financial Durable Power of Attorney, when the planning state is Kansas, added specific language related to durability to coincide with KSA 58-652(a)(2)(A). | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Enh. | Lang. | 2015.07.12 | Numerous changes to interview and templates to accommodate making SNT provisions in the RLT and Companion Will, MAPT, VAPT, and Standalone Will optional. | |
| Issue | Lang. | 2015.05.28 | In the Virginia will attestation clause, fixed an issue where the pronoun "him" appeared for a female testator. | |
| Issue | Lang. | 2015.05.26 | When the planning state is Florida, new language will appear in the Nonstatutory Living Will to comply with Florida Statutes Section 765.302. | |
| Issue | Other | 2015.05.19 | In the Nonstatutory Health Care Power of Attorney, corrected an issue in the signature area that caused the jurat heading (with state and county) to incorrectly appear below the signature lines for witnesses. Also corrected an issue that caused the notary heading (with state and county) to be omitted in a subsequently assembled document. | |
| Misc. | Other | 2015.05.13 | In the Third-Party SNT Planning Questionnaire, corrected typo in heading of part B of Section 7 (changed "DITRIBUTION" to "DISTRIBUTION"). | |
| Issue | Lang. | 2015.04.30 | In the VAPT, in the "Determination of Principal and Income" section, in the "Trust Administration" article, added language to make it clear that the allocation of capital gains to income only applies while the grantor is alive, and added language for determination of principal and income after the grantor's death. | |
| Misc. | Other | 2015.04.29 | Added the comma in the following sentence: "If there are no other named beneficiaries, <my-our> Trustee will distribute the remaining property under the terms of Article One." (The sentence appears in more than one place in the file.) | |
| Enh. | Lang. | 2015.04.29 | For the MAPT and VAPT, updated the decanting provisions in the trustee powers article to avoid interpretation that they prevent decanting for the purpose of removing the grantor's income interest (for the MAPT), or that they cause grantor trust status (for the VAPT). | |
| Issue | Other | 2015.04.29 | In the Illinois Statutory Short Form Power of Attorney and Agent Certification documents, corrected the formatting of the signing date when unanswered. | |
| Issue | Other | 2015.04.29 | In the Illinois Statutory Short Form Power of Attorney and Agent Certification documents, corrected the formatting of the signing date when unanswered. | |
| Misc. | Lang. | 2015.04.29 | In the MAPT and VAPT Trust Summary and Funding Letter, removed the word "assets" from the sentence that read, "This is necessary to assure that the Trust principal will remain protected [assets] in the event you require long term care," as it is awkward and redundant with "principal". | |
| Misc. | Lang. | 2015.04.29 | In the RLT Funding Instructions, on the first page, in the first paragraph following the second bulleted paragraph, modified the language to avoid confusion about naming the RLT as beneficiary of retirement accounts. | |
| Enh. | Lang. | 2015.04.29 | In the RLT and Companion Will, and in the Standalone Will, when selecting the option to disinherit natural heirs, new language appears in the Remote Contingent Beneficiaries article specifically disinheriting the identified heirs. | |
| Misc. | Lang. | 2015.04.29 | In the Standalone Will, in the underage beneficiary provisions, clarified that the fiduciary will act as trustee when choosing to hold the assets in trust. | |
| Issue | Other | 2015.04.28 | Fixed a bookmark in the heading that caused a cross-reference error in the 3rd-Party SNT when designed as a revocable trust and when including accumulation trust provisions. | |
| Issue | Other | 2015.04.07 | Fixed bug where bookmark in template Section 1.12 was missing, causing a broken cross-reference in some cases. | |
| Enh. | Lang. | 2015.03.26 | Added a sentence about income taxation to the grantor of a grantor trust regardless of who receives the income. Also added a sentence about the VAPT Nongrantor Trust income being taxed to the lifetime beneficiaries, even if not distributed. | |
| Misc. | Lang. | 2015.03.26 | In the Nonstatutory Health Care Power of Attorney, when selecting to allow anatomical gifts for any purpose, changed the word "Purposes" to "Purpose" in the heading that now reads, "Anatomical Gifts for Any Purpose". | |
| Issue | Lang. | 2015.03.26 | In the short MAPT and VAPT, when the grantor is not given the power remove or replace the trustee, the grantor was nonetheless given the power to appoint the trustee in the "Default of Designation and Appointment of Trustee" provision. This issue has been resolved and the long a short documents now contain the same provisions in this regard. | |
| Enh. | Lang. | 2015.03.26 | In the statement of intent as to estate inclusion, provided optional language that refers to only the code sections without mentioning estate inclusion, as well as an option to exclude the statement altogether. | |
| Issue | Lang. | 2015.02.25 | In the RLT Companion Will, when subtrust Trustees have been selected in the RLT interview, in some circumstances, ***junk** appears instead of the subtrust Trustees---this issue has been fixed. | |
| Issue | Other | 2015.02.16 | Fixed an issue where the remaining tangible personal property provisions would contain unanswered variables (***junk***) when more than 1 child is listed in the name record of the grantor or testator, and all but 1 child are stepchildren, and when not including stepchildren in the plan, and when children are recipients of the remaining tangible personal property. | |
| Enh. | Lang. | 2015.02.16 | In the MAPT and VAPT, in the provisions for beneficiary removal of a trustee, added provisions allowing the beneficiary to replace the removed trustee and clarified that the name of the replacement trustee replaces the name of the removed trustee in the trustee succession provisions. | |
| Enh. | Lang. | 2015.02.16 | In the MAPT, VAPT, RLT, and Standalone Will, added an option to include "accumulation trust" provisions, allowing the primary beneficiary's life expectancy to be used for retirement accounts payable to the trust. | |
| Enh. | Lang. | 2015.02.16 | In the MAPT, VAPT, RLT, and Standalone Will, added an option to include "accumulation trust" provisions, allowing the primary beneficiary's life expectancy to be used for retirement accounts payable to the trust. | |
| Enh. | Lang. | 2015.02.16 | In the MAPT, VAPT, RLT, and Standalone Will, added an option to include "accumulation trust" provisions, allowing the primary beneficiary's life expectancy to be used for retirement accounts payable to the trust. | |
| New | Lang. | 2015.02.16 | In the MAPT, VAPT, RLT, and Standalone Will, added new options and language for accumulation trust provisions. | |
| New | Lang. | 2015.02.16 | In the MAPT, VAPT, RLT, and Standalone Will, added new options and language for accumulation trust provisions. | |
| Enh. | Other | 2015.02.16 | In the QIT, in response to a Florida DCF objection, made the trustee's power to amend, and the trust protector's power to amend, optional. | |
| Enh. | Other | 2015.02.16 | In the QIT, in response to a Florida DCF objection, made the trustee's power to amend, and the trust protector's power to amend, optional. | |
| Enh. | Lang. | 2015.02.16 | In the RLT and Companion Will, in the provisions for removal and replacement of a trustee, clarified the provision that limited the replacement to a trustee who is not related or subordinate, and added a provision clarifying that the name of the replacement trustee replaces the name of the removed trustee in the trustee succession provisions. | |
| Misc. | Lang. | 2015.02.16 | In the Self-Settled Special Needs Trust, in the "Administration of the [Trust] Upon [Beneficiary's] Death" article, in the "Reimbursement to State" section, added clause to paragraph (ii) specifying that each state gets a pro rata share of the trust estate. | |
| Misc. | Lang. | 2015.02.16 | In the Third-Party Supplemental Needs Trust, modified the "Beneficiaries of Retirement Plan Proceeds" section to clarify that "retirement plans" only includes plans that require minimum distributions to beneficiaries based on a beneficiary's life expectancy. | |
| Enh. | Lang. | 2015.02.16 | In the contingent SNT in the ElderDocx wills and trusts, in the "Not Available Resource to Beneficiary" section, in the first sentence, after "It is my intent to create a Supplemental Needs Trust that conforms to [Planning state] law," added "(or if Beneficiary is not a [Planning state] resident, to the law of the state where Beneficiary resides)". | |
| Issue | Other | 2015.02.16 | Worked around a Word 2013 bug, where in some circumstances, the last page of a trust document can have page number "2" instead of the number that should follow the previous page. | |
| Enh. | Other | 2015.01.14 | Added options for the first sentence of the MAPT and VAPT "Statement of Intent". | |
| Misc. | Other | 2015.01.14 | In the MAPL Addendum, in the "Veterans Administration Pension Benefits" section, updated the Pension Benefit Charts with final 2015 figures. | |
| Enh. | Lang. | 2015.01.14 | In the RLT, in the Survivor's Trust article, in the General Power of Appointment section, modified the language for clarity and to exclude some language when not doing marital deduction planning. | |
| Issue | Other | 2015.01.02 | Fixed missing <END IF> that caused assembly error in some cases. | |
| Misc. | Other | 2014.12.31 | In the MAPL Addendum, in the "Veterans Administration Pension Benefits" section, updated the Pension Benefit Charts with estimated 2015 figures. | |
| New | Lang. | 2014.12.29 | Added Georgia QIT Certification to appear at the end of the Georgia state-specific QIT forms. | |
| New | Lang. | 2014.12.29 | Added Georgia QIT Certification to appear at the end of the Georgia state-specific QIT forms. | |
| Misc. | Other | 2014.12.29 | Added logic to assemble new Illinois Statutory Short Form Power of Attorney for Health Care. | |
| Enh. | Lang. | 2014.12.29 | Added template for new Illinois Statutory Short Form Power of Attorney for Health Care. | |
| Enh. | Lang. | 2014.12.29 | Added template for new Illinois Statutory Short Form Power of Attorney for Health Care. | |
| Enh. | Lang. | 2014.12.29 | Changed some language in support of adding specific distribution and tangible personal property provisions to the MAPT and VAPT. Some changes also impact the Standalone Will, RLT, and RLT Companion Will, but not substantively. | |
| Enh. | Lang. | 2014.12.29 | Changed some language in support of adding specific distribution and tangible personal property provisions to the MAPT and VAPT. Some changes also impact the Standalone Will, RLT, and RLT Companion Will, but not substantively. | |
| Enh. | Lang. | 2014.12.29 | Changed some language in support of adding specific distribution and tangible personal property provisions to the MAPT and VAPT. Some changes also impact the Standalone Will, RLT, and RLT Companion Will, but not substantively. | |
| Enh. | Lang. | 2014.12.29 | Changed some language in support of adding specific distribution and tangible personal property provisions to the MAPT and VAPT. Some changes also impact the Standalone Will, RLT, and RLT Companion Will, but not substantively. | |
| Issue | Lang. | 2014.12.29 | Corrected an issue in the MAPL asset summary table footnotes that, in some cases, caused the footnote text to not match the asset to which it refers. | |
| Enh. | Lang. | 2014.12.29 | For Pennsylvania, added provisions to the Nonstatutory Financial Power of Attorney to comply with Act 95, effective January 1, 2015. | |
| Enh. | Lang. | 2014.12.29 | For Pennsylvania, added provisions to the Nonstatutory Financial Power of Attorney to comply with Act 95, effective January 1, 2015. | |
| Issue | Lang. | 2014.12.29 | In the Addendum to the MAPL and VAPL, in the Health Care and Financial Powers section, modified language in the financial powers discussion to clarify that a petition for incapacity could cause the court's authority to override that of the power of attorney. | |
| Enh. | Lang. | 2014.12.29 | In the Long-Term Care Planning Questionnaire, added section for Life Insurance. | |
| Issue | Lang. | 2014.12.29 | In the MAPT and VAPT Trust Summary and Funding Letter, changed the sentence "For example, tangible personal property might or other assets not have been transferred to the Trust" to "For example, tangible personal property or other assets might not have been transferred to the Trust. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT and VAPT, added specific distribution provisions. In the MAPT, added ability to use a Personal Property Memo. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT and VAPT, added specific distribution provisions. In the MAPT, added ability to use a Personal Property Memo. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT, VAPT, RLT, and Standalone Will, modified distribution provisions to account for cotrustee who must act jointly, and when there is both an Interested Trustee and an Independent Trustee serving. New language restricts distributions to the authority given to the Interested Trustee. Previous language could have been interpreted to mean that the Interested Trustee had no distribution authority. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT, VAPT, RLT, and Standalone Will, modified distribution provisions to account for cotrustee who must act jointly, and when there is both an Interested Trustee and an Independent Trustee serving. New language restricts distributions to the authority given to the Interested Trustee. Previous language could have been interpreted to mean that the Interested Trustee had no distribution authority. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT, VAPT, RLT, and Standalone Will, modified distribution provisions to account for cotrustee who must act jointly, and when there is both an Interested Trustee and an Independent Trustee serving. New language restricts distributions to the authority given to the Interested Trustee. Previous language could have been interpreted to mean that the Interested Trustee had no distribution authority. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT, VAPT, RLT, and Standalone Will, modified distribution provisions to account for cotrustee who must act jointly, and when there is both an Interested Trustee and an Independent Trustee serving. New language restricts distributions to the authority given to the Interested Trustee. Previous language could have been interpreted to mean that the Interested Trustee had no distribution authority. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT, VAPT, RLT, and Standalone Will, modified distribution provisions to account for cotrustee who must act jointly, and when there is both an Interested Trustee and an Independent Trustee serving. New language restricts distributions to the authority given to the Interested Trustee. Previous language could have been interpreted to mean that the Interested Trustee had no distribution authority. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT, VAPT, RLT, and Standalone Will, modified distribution provisions to account for cotrustee who must act jointly, and when there is both an Interested Trustee and an Independent Trustee serving. New language restricts distributions to the authority given to the Interested Trustee. Previous language could have been interpreted to mean that the Interested Trustee had no distribution authority. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT, VAPT, RLT, and Standalone Will, modified distribution provisions to account for cotrustee who must act jointly, and when there is both an Interested Trustee and an Independent Trustee serving. New language restricts distributions to the authority given to the Interested Trustee. Previous language could have been interpreted to mean that the Interested Trustee had no distribution authority. | |
| Enh. | Lang. | 2014.12.29 | In the MAPT, VAPT, RLT, and Standalone Will, modified distribution provisions to account for cotrustee who must act jointly, and when there is both an Interested Trustee and an Independent Trustee serving. New language restricts distributions to the authority given to the Interested Trustee. Previous language could have been interpreted to mean that the Interested Trustee had no distribution authority. | |
| Misc. | Lang. | 2014.12.29 | In the MAPT, VAPT. RLT, and Standalone Will, added option for residuary beneficiary withdrawal rights to be either a withdrawal right or a mandatory distribution. Renamed the interview dialog to "Scheduled Distributions and Withdrawal Rights. | |
| Misc. | Lang. | 2014.12.29 | In the MAPT, VAPT. RLT, and Standalone Will, added option for residuary beneficiary withdrawal rights to be either a withdrawal right or a mandatory distribution. Renamed the interview dialog to "Scheduled Distributions and Withdrawal Rights. | |
| Misc. | Lang. | 2014.12.29 | In the MAPT, VAPT. RLT, and Standalone Will, added option for residuary beneficiary withdrawal rights to be either a withdrawal right or a mandatory distribution. Renamed the interview dialog to "Scheduled Distributions and Withdrawal Rights. | |
| Misc. | Lang. | 2014.12.29 | In the MAPT, VAPT. RLT, and Standalone Will, added option for residuary beneficiary withdrawal rights to be either a withdrawal right or a mandatory distribution. Renamed the interview dialog to "Scheduled Distributions and Withdrawal Rights. | |
| Misc. | Other | 2014.12.29 | In the Power of Attorney, moved powers in favor of agent to its own template. | |
| Misc. | Other | 2014.12.29 | In the Power of Attorney, moved powers in favor of agent to its own template. | |
| Enh. | Lang. | 2014.12.29 | In the RLT and RLT Companion Will, in the Specific Distributions article, added sections for "Definition of Tangible Personal Property," "Ademption," and "Incidental Expenses and Encumbrances. | |
| Enh. | Lang. | 2014.12.29 | In the Revocable Third-Party Supplemental Needs Trust, in the "Establishing the [Trust name]" article, in the "Transfers to the [Trust name]" section, added "Except as provided in this agreement" before "[Trustmaker] retains no right, title, or interest in the income or principal of this trust" in order to eliminate confusion with the provisions that reserve the right to amend, revoke, and direct distributions. | |
| Enh. | Lang. | 2014.12.29 | In the Standalone Will, in the "Powers of My Fiduciaries" article, when selecting the short form fiduciary powers, split the second power into two powers between the words "contract" and "distribute, then added the words "real or personal property" after the word "contract." This was done to make it clear that the fiduciary has the power to sell real property. | |
| Misc. | Lang. | 2014.12.29 | In the Standalone Will, in the General Administrative Provisions article, made the end of the single prefatory sentence that reads "and to any trust created under my Will" always appear (it had been conditioned on there being trusts created under the Will, but because there is always the contingent SNT, there is always a trust). | |
| Enh. | Other | 2014.12.29 | In the Survivor's Trust of the Joint RLT, changed the mandatory distribution of income to a demand right, which will still qualify for the marital deduction when the Marital Share is distributed to the Survivor's Trust, without requiring the distribution of income. | |
| Issue | Lang. | 2014.12.29 | In the Third-Party Supplemental Needs Trust and Sole Benefit Trust, in the Trust Administration article, in the Authority to Terminate Trusts section, corrected an issue where, in some cases, a sentence is interrupted by a new Word paragraph. | |
| Enh. | Lang. | 2014.12.29 | In the enhanced Trusts power in the powers of attorney, added sole benefit trusts to the list of trusts that can be created and funded on behalf of the principal. | |
| Enh. | Lang. | 2014.12.29 | Modified Georgia QIT Template #1 to comply with current form on state web site. | |
| Enh. | Lang. | 2014.12.29 | Modified Georgia QIT Template #1 to comply with current form on state web site. | |
| Enh. | Lang. | 2014.12.29 | Modified Pennsylvania Power of Attorney statutory notice to comply with Pa.C.S. 5601(c) as amended by House Bill 1429, effective January 1, 2015. | |
| Enh. | Lang. | 2014.12.29 | Modified Pennsylvania statutory Agent's Acknowledgment to comply with Pa.C.S. 5601(d) as amended by House Bill 1429, effective January 1, 2015. | |
| Enh. | Lang. | 2014.12.29 | Modified the California acknowledgment and jurat to conform with Senate Bill 1050 by including the boxed notice at the top. | |
| Enh. | Lang. | 2014.12.29 | Modified the California acknowledgment and jurat to conform with Senate Bill 1050 by including the boxed notice at the top. | |
| Issue | Lang. | 2014.11.24 | In the RLT, corrected an issue where, in some circumstances, a sentence fragment with an invalid cross-reference would appear in the marital division article. | |
| Issue | Other | 2014.11.21 | Fixed issue related to HotDocs 11.1 that caused an error upon assembling the Fee Agreement when structured as a letter. | |
| Issue | Other | 2014.11.21 | Fixed issue related to HotDocs 11.1 that caused an error upon assembling the Fee Agreement when structured as a letter. | |
| Issue | Other | 2014.11.21 | Fixed issue related to HotDocs 11.1 that caused an error upon assembling the Fee Agreement when structured as a letter. | |
| Issue | Other | 2014.11.21 | Fixed issue related to HotDocs 11.1 that caused an error upon assembling the Fee Agreement when structured as a letter. | |
| Issue | Other | 2014.11.21 | Fixed issue related to HotDocs 11.1 that caused an error upon assembling the Fee Agreement when structured as a letter. | |
| Issue | Other | 2014.11.21 | Fixed issue related to HotDocs 11.1 that caused an error upon assembling the Fee Agreement when structured as a letter. | |
| Issue | Other | 2014.11.21 | Fixed issue related to HotDocs 11.1 that caused an error upon assembling the Fee Agreement when structured as a letter. | |
| Issue | Other | 2014.11.21 | Fixed issue related to HotDocs 11.1 that caused an error upon assembling the Fee Agreement when structured as a letter. | |
| Enh. | Lang. | 2014.11.02 | For Tennessee, in the RLT, in the "Transferring Property to My Trust" section of the "Establishing My Trust" article, added language that specifically applies TCA 35-15-510 to tenancy-by-the-entirety property. | |
| Issue | Other | 2014.11.02 | In the MAPT and VAPT Pour-Over Will, on the General Provisions dialog, a question about the type of contest clause should not have appeared and was removed. | |
| Issue | Lang. | 2014.10.31 | Updated Massachusetts self-proof to comply with MGL Chapter 190B, Section 2-504(a). | |
| Issue | Other | 2014.10.28 | For the Promissory Note, added new inserted signature block templates (for compatibility with HotDocs 11.1). | |
| Issue | Other | 2014.10.28 | For the Promissory Note, added new inserted signature block templates (for compatibility with HotDocs 11.1). | |
| Issue | Other | 2014.10.28 | For the Promissory Note, added new inserted signature block templates (for compatibility with HotDocs 11.1). | |
| Issue | Other | 2014.10.28 | For the Promissory Note, added new inserted signature block templates (for compatibility with HotDocs 11.1). | |
| Issue | Other | 2014.10.28 | In the Promissory Note, revised template logic related to inserting the signatories (for compatibility with HotDocs 11.1). | |
| Issue | Other | 2014.10.06 | Fixed bug in California notary block that prevented the signature line from appearing when the "Name below signature line?" question is unanswered in the "Notary Information" dialog. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Enh. | Lang. | 2014.09.29 | ***MAJOR RELEASE*** -- Numerous modifications to accommodate same-sex planning and planning for clients who are contemplating marriage. | |
| Issue | Other | 2014.09.29 | Added new template for compatibility with HotDocs 11.1. | |
| Issue | Other | 2014.09.29 | Added new template for compatibility with HotDocs 11.1. | |
| Enh. | Lang. | 2014.09.29 | Added new template for new definition of descendants for MAPT, VAPT, RLT, Companion Will, and Standalone Will. | |
| Enh. | Lang. | 2014.09.29 | Added new template for new definition of descendants for MAPT, VAPT, RLT, Companion Will, and Standalone Will. | |
| Enh. | Lang. | 2014.09.29 | Added new template for new definition of descendants for MAPT, VAPT, RLT, Companion Will, and Standalone Will. | |
| Enh. | Lang. | 2014.09.29 | Added new template for new definition of descendants for MAPT, VAPT, RLT, Companion Will, and Standalone Will. | |
| Enh. | Other | 2014.09.29 | Enhanced document navigation by adding a drop-down variable at the top of the main document dialog that allows you to switch to any other document in the document set without having to go back to the Launchpad. | |
| Enh. | Lang. | 2014.09.29 | In joint trusts, removed language that identified one spouse as the "husband" and the other as the "wife." This was done to accommodate same-sex spouses. | |
| Enh. | Lang. | 2014.09.29 | In the Qualified Income trust, in the "Establishing My Trust" article, in the "Family Information" section, replaced the content with the unified family information content template (ED_family information content.rtf). | |
| Enh. | Lang. | 2014.09.29 | In the Revocable Living Trust and RLT Companion Will, added options for distribution of tangible personal property to parties other than the spouse. | |
| Enh. | Lang. | 2014.09.29 | In the Revocable Living Trust and RLT Companion Will, added options for distribution of tangible personal property to parties other than the spouse. | |
| Enh. | Lang. | 2014.09.29 | In the Revocable Living Trust, RLT Companion Will, Medicaid Asset Protection Trust, Veterans Asset Protection Trust, and Standalone Will, enhanced the definition of "descendants" to clarify parentage established by court declaration or state law, such as domestic partnership and civil union laws. | |
| Enh. | Lang. | 2014.09.29 | In the Veterans Asset Protection Trust, in the "Administration While Either of Us is Living" article, in the "Intent as to Estate Inclusion and Grantor Trust Status" section, in the first sentence, changed the words "the deceased spouse's trust property" to "trust property transferred to our trust by the deceased spouse" to eliminate confusion about the meaning of "the deceased spouse's trust property. | |
| Issue | Other | 2014.09.29 | Modified notary signors template for compatibility with HotDocs 11.1. | |
| Issue | Other | 2014.09.29 | Restructured California Notary Block template to simplify and consolidate logic. Also changed template for compatibility with HotDocs 11.1. Language of assembled notary block was not altered. | |
| Issue | Lang. | 2014.08.28 | Corrected typo in the "Trust Assets" portfolio inserts (changed "beneficiciary" to "beneficiary"). | |
| Enh. | Lang. | 2014.08.04 | Added "Intent as to Estate Inclusion" section for the MAPT when including the retained limited power of appointment. | |
| Enh. | Lang. | 2014.08.04 | Added language to paragraph "II. NO AMENDMENT OF TRUST PERMITTED" of the MAPT and VAPT "Trust Summary and Funding Letter" to reflect the new options for permissible appointees of the retained limited power of appointment. | |
| Enh. | Lang. | 2014.08.04 | Added language to paragraph "II. NO AMENDMENT OF TRUST PERMITTED" of the MAPT and VAPT "Trust Summary and Funding Letter" to reflect the new options for permissible appointees of the retained limited power of appointment. | |
| New | Other | 2014.08.04 | Added new "Information for Tax Professionals" document for the MAPT and VAPT document sets that explains the gift and income tax consequences of the trust, including exclusion of gain under IRC 121 and basis adjustment upon death. | |
| Enh. | Other | 2014.08.04 | Added option to simultaneous death field for Standalone Wills and Individual RLTs ("Testator/Grantor deemed to have survived spouse"), which is useful when copying document sets to create mirrored documents and you want each spouse's document interpreted as though the other spouse predeceased. | |
| Enh. | Lang. | 2014.08.04 | Added options to the MAPT and VAPT retained testamentary limited power of appointment for permissible appointees. Also added an option for the surviving spouse in a joint trust to have the power over 100% of the assets and improved the joint trust LPOA language. | |
| Enh. | Lang. | 2014.08.04 | Added options to the MAPT and VAPT retained testamentary limited power of appointment for permissible appointees. Also added an option for the surviving spouse in a joint trust to have the power over 100% of the assets and improved the joint trust LPOA language. | |
| Misc. | Lang. | 2014.08.04 | Corrected bookmark in heading, which encompassed only the word "Irrevocable " and the space after, but not the <<Medicaid Asset Protection Trust>> variable, leading to an error in the body of the letter when referring to this part of the addendum. | |
| Misc. | Other | 2014.08.04 | Corrected issue where "his" appeared in one place, even for a female testator. | |
| Misc. | Other | 2014.08.04 | Corrected issue where "his" appeared in one place, even for a female testator. | |
| Issue | Other | 2014.08.04 | Fixed issue in multi-doc assembly that caused ***junk*** to appear in some cases where the firm footer should appear in the documents. | |
| Enh. | Lang. | 2014.08.04 | In template Section 1.20, language that merges like, "The powers conferred upon my Executor by law, including those powers conferred by [statutory citation]" was changed to "The powers conferred upon my Executor by law and those powers incorporated above." This was done because it's more concise and accurate, as the powers are indeed incorporated above. | |
| Issue | Other | 2014.08.04 | In the Fiduciaries Report, when Trust Protector provisions are involved, and when the Trust Protector Designator is members of the law firm, an error or incorrect information could appear in the assembled document. This has been fixed in the assembly logic. | |
| Enh. | Other | 2014.08.04 | In the MAPT and VAPT, enhanced the prompts and help text for the option related to giving the grantor the power to remove and replace the trustee. | |
| Enh. | Lang. | 2014.08.04 | In the MAPT and VAPT, when selecting the option to allow the grantor to remove and replace the trustee with any trustee, whether or not related or subordinate under 672(c), while the correct language would merge in the "Removal and Replacement of Trustees" section, "Removal and Replacement by Me" subsection, the "Default of Designation and Appointment of Trustee" subsection contained language requiring the grantor to appoint a trustee who is not related or subordinate. This inconsistency was fixed. Also, the text the paragraph containing this provision was divided into smaller paragraphs for readability. | |
| Misc. | Lang. | 2014.08.04 | In the RLT, in the "Trustee Succession" article, in the "Trustee Resignation, Removal, and Appointment" section, changed "<I-Either of us> may resign as Trustee and appoint a replacement at any time" to "If <I am-either of us is> serving as Trustee, <I-we> may resign and appoint a replacement at any time." This was done to avoid any implication that the grantor is serving as Trustee in cases where another person is serving as Trustee. | |
| Enh. | Lang. | 2014.08.04 | In the grantor trust power to add charitable beneficiaries, when the planning state is Pennsylvania, added a provision limiting the power to those conservancies described in 72 P.S. 8102-C.3(18) in order to avoid the 2% transfer tax on real estate transferred to the trust. | |
| Enh. | Lang. | 2014.08.04 | In the grantor trust power to add charitable beneficiaries: (i) gave the trustee authority to make distributions to the additional charitable beneficiaries; and (ii) made the power holder's authority to require the trustee to make distributions contingent on the trustee being an adverse party. | |
| Misc. | Lang. | 2014.08.04 | Modified the language of paragraph "V. YOUR [WILL or RLT]" to eliminate the presumption that most or all of the grantor's assets were transferred to the Irrevocable Trust. | |
| Misc. | Lang. | 2014.08.04 | Removed Circular 230 Notice from MAPL and VAPL, as the notice became irrelevant when the IRS issued final regulations for Circular 230 that eliminated the "covered opinion" framework. | |
| Misc. | Lang. | 2014.08.04 | Updated the Arizona Power of Attorney Acknowledgment form to prevent unanswered variables for the witness names and to merge complete notary information. | |
| Enh. | Other | 2014.08.04 | When a person is widowed and you have added children of the deceased spouse to the person's name record, ElderDocx now considers those children as stepchildren of the person and allows them to be listed as children in legal documents. | |
| Issue | Other | 2014.08.04 | When using the "Add a Name" link that appears on some of the name information dialogs (for example, to add a name for a spouse or child), trailing spaces entered into the first, middle, and last name fields on the "Add a Name" popup dialog were not being removed. This has been fixed. |