Trusts & Estates

The Revocable Living Trust (RLT) is an essential part of any estate planner’s tool kit. RLTs are known as living trusts because they benefit your clients during their lifetimes, and they can be modified or revoked if your clients’ circumstances or goals change. It is no wonder that RLTs are so popular—they allow your clients to avoid probate, plan for incapacity, maintain control, and provide for heirs.

Download WealthCounsel’s sample RLT drafting preview today. The drafting preview provides examples from a trust document created in WealthCounsel’s drafting software Wealth Docx, so you can see for yourself how easy it is to use the RLT template to create customizable, state-specific documents for your clients.

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Wealth Docx—the nation’s leading estate planning drafting software for attorneys—hosts an expansive catalog of estate planning documents with interactive templates to draft everything from basic to complex wills and trusts, as well as ancillary documents such as powers of attorney, healthcare directives, and more, with many customized to account for state law. Wealth Docx also offers the most comprehensive suite of solutions for charitable planning, asset protection, and retirement planning. Contact us today to learn more and see Wealth Docx in action.