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TOTAL SOLUTION

The Academy is committed to maintain and improve its position as the most valuable membership organization for estate planning attorneys — the "Total Solution" for its members' business and professional needs.

List of Academy Documents in CounselPro

CounselProTM is equipped with all options necessary to produce both simple and extremely complex estate planning documents:

Revocable Living Trust
Joint Revocable Living Trust and Restatement
Married Separate Revocable Living Trust and Restatement
Married Separate Revocable Living Trust and Restatement/TSNT
Unmarried Revocable Living Trust and Restatement
Simple Married Joint Revocable Living Trust and Restatement
Simple Married Separate Revocable Living Trust and Restatement

Legacy Wealth Trusts
Joint Legacy Wealth Trust and Restatement
Married Separate Legacy Wealth Trust and Restatement/TSNT Built in
Unmarried Legacy Wealth Trust and Restatement
Simple Married Joint Legacy Wealth Trust and Restatement
Simple Married Separate Legacy Wealth Trust and Restatement

Other Trust
Family Retirement Preservation Trust-Irrevocable
Family Retirement Preservation Trust – Revocable
Qualified Personal Residence Trust
Intervivos QTIP

Wills
A/B Testamentary Will
Married Intermediate Will
Unmarried Intermediate Will
Simple Married Will
Unmarried Simple Will

Supplemental Needs Trusts
Revocable Supplemental Needs Trust
Irrevocable Supplemental Needs Trust
(d)(4)(A) Medicaid Payback Trust
(c)(2)(B)(iv) Medicaid Qualification Trust
76-270 Special Needs Trust

ILITS
Married Joint Irrevocable Life Insurance Trust
Married Separate Irrevocable Life Insurance Trust
Unmarried Irrevocable Life Insurance Trust

Medicaid
Married Joint Medicaid Trust
Married Separate Medicaid Trust
Unmarried Medicaid Trust

Advanced Estate Planning Documents
Standard Charitable Remainder Annuity Trust
Net Income Charitable Remainder Annuity Trust
Net Income with Make-up Charitable Remainder Annuity Trust
Standard Charitable Remainder Uni-Trust
Net Income Charitable Remainder Uni-Trust
Net Income with Make Up Charitable Remainder Uni-Trust
FLIP - Charitable Remainder Uni-Trust
Grantor Retained Income Trust
Grantor Retained Annuity Trust
Grantor Retained Uni-Trust
Charitable Lead Uni-Trust (Grantor)
Charitable Lead Uni-Trust (Non-Grantor)
Family Limited Partnership (IRC2036)
Family Limited Partnership (Simple)
Family Limited Liability Company (IRC2036)
Family Limited Liability Company (Simple)
Private Annuity Trust
Self Cancelling Installment Note

Ancillary and State Specific Docs – for all 50 states
Notary Acknowledgements
Pour-Over Will
Property Agreements (Community Property/Tenants in Common Property)
Power of Attorney for Property
Statutory Durable Power of Attorney for Health Care
Statutory Living Will/Physicians Directive
HIPAA Authorization

Proprietary Processing for:
Commonwealths
County/Parish/Judicial Districts/County Absenteeism
Statutory Homesteads


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

“I have been a member of the American Academy of Estate Planning Attorneys for six years. The Academy is the single most important professional tool I have found in my sixteen years of practice. AAEPA provides me with top-notch educational training, turn-key business systems, marketing expertise, financial acumen and colleagues, now friends, who readily share information and support without worrying about competition. While initially deciding to join was scary and expensive, the rewards have far exceeded my expectations.”

Cheryl D. — North Carolina Member

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