LexisNexis Automated Forms -- Client Intake and Model Correspondence for Estates/Elder
Using HotDocs® technology, LexisNexis has fully automated two client information intake forms (a short one for modest estates and a long one for more affluent clients), plus 115 client letters and related correspondence commonly used by estates and elder law attorneys every day in practice.
Your time is valuable: Rather than wasting it trying to find just the right word or phrase for a client letter, let LexisNexis do that work for you. We’ve identified the most frequently-recurring topics and crafted beautifully-written model letters for you.
Updated annually: New client letters will be added to the product annually. Powered by user-friendly, highly reliable HotDocs® software: The leader in legal document-assembly software in America.
Table of Contents
o 2 client information intake forms -- a long form for high net-worth clients and a shorter
one for simpler estates;
o 13 Client engagement letters;
o 4 Non-engagement & disengagement letters;
o 3 Letters requesting documents needed to design the estate plan;
o 7 Letters seeking client review of documents;
o 5 Miscellaneous pre-mortem letters to clients (e.g., model letter advising client of changes
in tax law);
o 28 Post-mortem letters and related documents (e.g., introductory instructional letter to
executor of estate; letter to bank searching for decedent's accounts);
o 13 Trust-related letters and other documents (e.g., letter of instruction to special needs
trustee; disclaimer document by a trust beneficiary; trustee's model investment policy
o 42 Elder law letters and related documents (e.g., letter to client concerning Medicare
appeals; escrow letter to client, escrowing durable POA in lieu of using springing power;
medical release form for release of records to attorney).