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Estate Planning Documents & Software
Home Estate Planning Documents & Software

Utilize the latest forms, processes, and legal documents developed and tested over many years with thousands of clients.

This includes absolutely everything! We provide the system and templates for the first email/letter to send after a consultation is scheduled, the two-page personal inventory clients complete before the consultation, and all of the tools needed to have an effective first meeting. The first meeting package includes diagrams, videos, presentations, fee agreements, and all forms to collect the information for drafting of all of the following state-specific legal documents:

Consultation

  • Client Personal
    Inventory Form

  • Client Welcome Letter

  • PowerPoint
    Presentations

  • Timeline

  • Fee Agreements

  • Drafting Instructions

  • Drafting Approval

  • Attorney Funding
    Recommendations

Trust Documents

  • Single Trust

  • Continuation Trust

  • Two Single Trusts with
    Life Estates

  • Pet Trust

Sub Trust Options

  • Age Specific

  • Special Needs Trust

  • Dynasty(GST)

  • Pet Trusts

Other Documents

  • Health Care Power of Attorney

  • Durable Financial Power of Attorney

  • Last Will and Testament

  • Digital Asset Language

  • Digital Asset Trust

Health Care Power of Attorney
(Includes Mental Health Care, Living will and organ donation options)
Durable Financial Power of Attorney
Last Will and Testament
Digital Asset Language – General – power to request inventory of assets.
Digital Asset Trust – Specific – Provides limited access to email and other specific instructions for iCloud, Google Photo, Amazon etc.

Revocable Trust
– Single Trust
– Continuation Trust (married or partners)
– Two Single Trusts (married or partners)
Sub Trust Options
– Age Restrictions
– Special Needs Trusts
– Dynasty Trust (GST) (tax and asset protection)
– Pet Trust

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Utilize the latest forms, processes and legal documents developed and tested over many years with thousands of clients.This includes everything from the first email/letter to send after a consultation is scheduled, the two page personal inventory clients complete prior to the consultation, all of the tools needed to have an effective first meeting, including diagrams, videos, presentations, fee agreements and all forms to collect the information for drafting of all of the following state specific legal documents:

A Fresh Take on Estate Plan Delivery

Maat Legal will also provide you with a binder to hold your clients’ signed original estate planning documents, as well as to store important information about assets, digital assets, and unofficial instructions for guardians, trustees, and agents.

In addition to the beautiful and understated binder, all plans include a membership to a “digital vault”. This is a membership to use Everplans to store documents and control who can see what and when they can see it.