Trusts & Estates
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Trusts & Estates
Wealth Docx: Irrevocable Trust (IRT) Sample
Download a sample Irrevocable Trust (IRT) to see the many options that Wealth Docx provides you in drafting. Please complete this form to download the sample trust.
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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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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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