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 Requirements
Software:
- 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