ElderDocx® -- Elder Law and Special Needs Document Drafting System
Click here to view a short demo.For questions or to learn more, contact John Shickich (Director of Member Recruitment)
by email or by phone at 888-789-9908 x85.
ElderCounsel’s Drafting System, ElderDocx®, puts a smart, efficient document creation and assembly process right at your fingertips. The software will help you generate a wide array of Elder Law documents.
Included in the Current Release:
- Medicaid Asset Protection Letter
- VA Asset Protection Letter
- General Client Letters
- Initial Consultation Letter
- Post-Consult Letter, Not Retained
- Post-Consult Letter, Retained
- Client Questionnaires
- Elder Law Questionnaire
- Veterans Benefits Questionnaire
- Fee Agreements
- Long and Short Fee Agreements
- Fee Agreement Cover Letter
- EC Caregiver Agreement® Documents
- Caregiver Agreement
- Care Log
- Letter to Caregiver
- Affidavit of Caregiver
- Qualified Income Trust Documents
- Qualified Income Trust
- Certification of Trust
- EC Medicaid Asset Protection Trust™ Documents
- EC Medicaid Asset Protecton Trust™ (Indiv/Joint)
- Trust Summary and Funding Letter
- Certification of Trust
- Assignment of Personal Property
- Trust Amendment
- EC Veterans Asset Protection Trust™ Documents
- EC Veterans Asset Protecton Trust™ (Indiv/Joint)
- Trust Summary and Funding Letter
- Certification of Trust
- Assignment of Personal Property
- Trust Amendment
- Third-Party Supplemental Needs Trust Documents
- Third-Party Supplemental Needs Trust
- Certification of Trust
- Trust Amendment
- Self-Settled Special Needs Trust Documents
- Long and Short Self-Settled Special Needs Trusts (d4A)
- Certification of Trust
- Trust Amendment
- Sole Benefit Trust Documents
- Sole Benefit Trust
- Certification of Trust
- Trust Amendment
- EC Promissory Note® Documents
- Note Calculator
- DRA-Compliant Promissory Note
- Client Data Report
- Amortization Schedule
- Letter to Borrower
- Revocable Living Trust and Companion Will Documents
- Individual Revocable Living Trust
- Joint Revocable Living Trust
- RLT Companion Will
- Funding Instructions
- Personal Property Memorandum
- Certification of Trust
- Assignment of Personal Property
- Trust Amendment
- Standalone Will Documents
- Standalone Will
- Personal Property Memorandum
- EC Medicaid GRAT™ Documents
- Annuity Calculator
- Sample Medicaid GRAT
- Health Care Documents
- Living Will
- Nonstatutory Health Care Power of Attorney
- State Statutory Health Care Documents
(AL|AZ|CA|CO|DE|FL|GA|IL|LA|NV|NY|OK|SC|TX|UT|WA|WI)
- Nonstatutory Durable Financial Power of Attorney
- State Statutory Powers of Attorney with Enhanced Powers
(AK|CA|CO|GA|IL|MD|MN|NV|NY|OH|OK|TX|WI)
- Links to Online Legal and Software Resources
ElderDocx® is a continually evolving system, adding more content and state-specific information with each update.
System RequirementsSoftware:
- Windows XP, Windows Vista, or Windows 7
- Word 2003 or later (32-bit; but NOT 64-bit, Trial, Office 365, or Click-to-Run)
- HotDocs Player (10.0.1 or later)
Hardware:
- Required Minimum: 0.9 GHz processor and 1 GB memory
- Recommended Minimum: 2 GHz processor and 2 GB memory