Trusts & Estates

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Trusts & Estates

Gifting Trust Sample

The Wealth Docx® Irrevocable Trust System gives you the ability to create an irrevocable trust as a complex trust or as a grantor trust. The grantor trust has triggers that will keep the asset from the grantor’s estate, but cause the trust to be taxed to the grantor. Download the gifting trust sample document to see a full Table of Contents and the first four sections of the document—we think you'll like what you see.


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Gifting Trust Thumbnail
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Trusts & Estates

Gifting Trust Sample

The Wealth Docx® Irrevocable trust system gives you the ability to create the Irrevocable trust as a complex trust or as a grantor trust, with grantor trust triggers that will keep the asset from the grantor’s estate, but cause the trust to be taxed to the grantor.

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HEET THUMBNAIL 2
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Trusts & Estates

Wealth Docx Health and Education Exclusion Trust (HEET) Sample

Download a sample Health and Education Exclusion Trust (HEET) from Wealth Docx, the leading trusts and estates software for attorneys

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2016 estate planning awareness survey
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Trusts & Estates

Estate Planning Awareness Survey 2016

What Do Americans Think About Estate Planning? Key Findings of WealthCounsel’s Inaugural Estate Planning Awareness Survey.

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