This guide is intended to help non-lawyer bosses understand, formulate and design their own succession plans. It has been specially designed for people who do not have a legal background. The resources listed here are by no means definitive, but give readers a strong overview of succession planning and allow them to present simple estate planning documents. If you have any further questions after reviewing these documents, please consult a reference librarian for support. DWTA generates flow diagrams that demonstrate the flow of properties controlled by the provisions of a will or trust. Flow diagrams can simply be copied and inserted into your word processing program to include them in the client`s statement. They can also be stored in a graphic file format. Improvements to the design of the DWTA in version 9.0 include: Trust Plus (Thomson Reuters). It is a system that produces wills, revocable trusts and irrevocable trusts, including trust financing documents and letters of capital. You can select or disable the themes to be included in the document from a list of topics. With the „Change details“ option on any topic, you can make other selections of an alternative language and insert your own language. If you create will or revocable trusts with marriage/credit trusts, you will receive a dialog box that will allow you to choose between the types of marriage withdrawals, the generation transfer and the QTIP plans. You will also have the opportunity to create your own plan.

After selecting a plan, a dialogue offers a choice between the modes of attribution (whether on the basis of federal or national law), the type of withdrawal clause from marriage (based on money or split) and whether marital and family inheritance should be confident or open. In the DWTA, the provisions of the document are selected by a series of question-and-answer interviews. Custom „models“ of interviews for standard client types can be created for convenience when creating future. You can change the language used in the clauses to which these models refer and save the list of interviews for future use. Drafting Wills and Trust Agreements (DWTA) version 9.0 (manufactured by Michael L.M. Jordan at Thomson Reuters) is software designed for the assembly of wills, revocable trusts and other documents. Version 9.0 was released for subscribers on March 2, 2011 and became available to new subscribers as of March 15, 2011. This new edition is structured into parts dealing with editorial wills, revocable trusts, advance directives and age and succession planning. This publication provides a complete set of forms, primary source and analysis, and includes: – Checklist of more than 150 points to be taken into account when developing a trust of wills or wills. All full wills, trusts and clauses on a free CD for use with each word processing system.