Trusts & Estates
Trusts & Estates
Wealth Docx Health and Education Exclusion Trust (HEET) Sample
Grandparents commonly request to include provisions for their grandchildren’s education in their estate plans. One way to achieve those goals for your clients, and include charitable giving, is through a Health and Education Exclusion Trust (HEET).
Download WealthCounsel’s sample HEET today to see what a document drafted with Wealth Docx® looks like. You’ll also get a sense of what you could be providing your clients. We think you’ll like what you see and you’ll like how WealthCounsel can simplify drafting in your practice.
Topics
Complete the form to get your free guide
Related Resources

How to Find Success as an Elder Law Attorney
This download will break down how to build a thriving elder law practice
Learn More
How to Talk to Clients about Proactive Planning
This download is one sample of the benefits we offer our members. Members even have a script to accompany this guide.
Learn More
Why Medicaid Asset Protection Planning is a Win-Win for Your Elder Law Firm and Your Clients
This download includes a detailed 8-step process for providing initial long-term care evaluations to clients.
Learn More