ElderDocx® Overview

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5-Star Rated Document Drafting System

Time and time again our members tell us how much more successful they’ve become with the benefits of our document drafting system.

ElderCounsel’s drafting system, ElderDocx®, puts a smart, efficient document creation and assembly process right at your fingertips. ElderDocx helps you generate a wide array of elder law (including general estate planning), special needs planning and veterans pension planning documents.

EC Special Needs Planning System members will receive a document assembly program that generates an expansive group of documents, including: Third party supplemental needs trusts with supporting documents, self-settled special needs trusts including Medicare Set-Aside provisions, various letters to beneficiaries, trustees and government agencies, as well as intake and other supporting documents. For a full list of all documents available, please click here.

EC TransferCalc™ is a stand-alone product offered by ElderCounsel® that will assist attorneys in making calculations for promissory notes, gifts, and annuities. In addition to making complex calculations, TransferCalc also creates a summary report, a client report, and an amortization schedule. To sign up for a free 30 day trial of TransferCalc Complete here.

ElderDocx is a continually evolving system-updates provide more actionable content and improve the drafting experience.

System Requirements

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Included in the Current Release:

EC Medicaid Asset Protection
Trust® Documents

Concerns Assessment
Letter to Client After Being Hired
EC Medicaid Asset Protection Trust® (Indiv/Joint)
Pour-Over Will
Trust Summary and Funding Letter
Certification of Trust
Assignment of Personal Property
Trust Amendment
Information for Tax Professionals
Information for Trustees
Letter to Lender re Garn-St. Germain

EC Veterans Asset Protection
Trust® Documents

EC Veterans Asset Protection Trust® (Indiv/Joint)
Pour-Over Will
Trust Summary and Funding Letter
Certification of Trust
Assignment of Personal Property
Trust Amendment
Information for Tax Professionals
Information for Trustees
Letter to Lender re Garn-St. Germain

EC Medicaid Family Protection
Trust™ Documents

Concerns Assessment
Letter to Client After Being Hired
EC Family Protection Trust™ (Indiv/Joint)
Pour-Over Will
Trust Summary and Funding Letter
Certification of Trust
Assignment of Personal Property
Trust Amendment
Information for Tax Professionals
Information for Trustees
Letter to Lender re Garn-St. Germain

EC Parental Protection
Trust™ Documents

EC Parental Protection Trust™
Certification of Trust
Trust Amendment
Information for Trustees
Grantor Trust Letter
CPA Letter
Third-Party Trust Letter to SSA/Medicaid
Trustee Letter re Duty to Report
ISM Reporting Letter

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

Third-Party Supplemental
Needs Trust Documents

Third-Party Supplemental Needs Trust
Certification of Trust
Trust Amendment
Trustee Instruction Letter
Grantor Trust Letter
CPA Letter
Third-Party Trust Letter to SSA/Medicaid
Trustee Letter re Duty to Report
ISM Reporting Letter
Qualified Disability Trust Letter
SNT Donor Letter

Self-Settled Special Needs
Trust Documents

Self-Settled Special Needs Trusts (d4A)
Self-Settled Special Needs Trusts (d4A) with MSA provisions
Certification of Trust
Trust Amendment
Self-Settled SNT Checklist
Trustee Instruction Letter
Grantor Trust Letter
d4A Letter to SSA/Medicaid
Trustee Letter re Duty to Report
CPA Letter
Landlord Letter re Section 8 Housing and d4A
Qualified Disability Trust Letter
Notice of Beneficiary's Death

Sole Benefit Trust Documents

Sole Benefit Trust
Certification of Trust
Trust Amendment

Standalone Will Documents

Standalone Will
Personal Property Memorandum

Qualified Income Trust
Documents

Qualified Income Trust
Certification of Trust
Funding and Trustee Instructions
Trust Amendment
State-Specific QITs (GA|OH|TX)

Powers of Attorney Documents

Living Will
Nonstatutory Health Care Power of Attorney
State Statutory Health Care Documents
(AL|AZ|CA|CO|DE|FL|GA|IL|KS|KY|LA|MS|NC|
NV|NY|OK|OR|PA|RI|SC|TX|UT|WA|WI)
Nonstatutory Durable Financial Power of Attorney
State Statutory Powers of Attorney with Enhanced Powers
(AK|AL|AR|CA|CO|FL|GA|HI|IL|MD|MN|NC|
NV|NY|OH|OK|RI|TX|UT|WI|WV)

EC Promissory Note®
and Calculator

Note Calculator
DRA-Compliant Promissory Note
Client Data Report
Amortization Schedule
Letter to Borrower

Annuity Calculator

Annuity Calculator
Client Data Report
Annuity Payment Schedule

Reports and Letters

Names Report
Fiduciaries Report
Portfolio Inserts
Medicaid Asset Protection Letter
VA Asset Protection Letter

General Letters (Client and Third Party)

Client letters:
   Initial Consultation Letter
   Post-Consult Letter, Not Retained
   Post-Consult Letter, Retained
   Disengagement
   Medicaid Approval Information

Third Party letters:
   Client Requires Live-in Assistance
   Thank you for Client Referral

Nursing Home letter:
   Thank you for Tour

Lender letter:
   Garn-St. Germain

Client Questionnaires

Concerns Assessment
Elder Law Questionnaire
Veterans Benefits Questionnaire
3rd-Party SNT 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

Features

ElderDocx provides comprehensive and efficient drafting and calculating tools that makes document assembly a smart, intuitive process saving your firm time and money.

  • Annotated Document (learn more)
  • Optional Cloud Access Offering (learn more)
  • Expansive Catalog of Documents in Elder Law and Special Needs
  • Correct and Consistent Formatting
  • Updated Case Law
  • Rapidly Draft Complex Documents and Save Your Team Time and Money

Advantages

Free in-house ElderDocx support and access to the Knowledge Base filled with case law, design sheets, sample scenario answer files, training and more.

“ElderDocx® software has really helped make something that was previously incredibly tedious into something that is much more profitable for my firm.”
-Michele Fuller, Michigan

ElderDocx received 5-star ratings in overall usefulness, instructional documentation, ease of navigation, design of interface, and learning curve.