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Lexis Nexis LexisNexis® New York State Bar Association's Automated Estate Planning System
Please refer to the product description for purchasing information and to learn more about this product.
Publisher:
New York State Bar Association (NYSBA)
In Stock
ISBN:
9781522114772
Publisher:
New York State Bar Association (NYSBA)
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Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
To purchase this product or to learn more please call 1-888-AT-LEXIS or click here to request a call back from a LexisNexis Sales Representative.
LexisNexis® New York State Bar Association’s Automated Estate Planning System is a fully automated document-assembly drafting system, powered by HotDocs®. The System eliminates the need for repetitive typing, cutting, and pasting, along with the risk of errors that often accompany traditional form completion.
Practitioner-tested. Every form in the System was drafted and used in practice by Syracuse attorney Michael O'Connor, who brings more than four decades of New York estate planning experience to this product.
Up-to-date. New and revised forms are released annually, keeping your System current with the latest developments, legislation, and court decisions that impact document drafting. The 2021 update includes:
• New Power of Attorney form for 2021. This new Power of Attorney incorporates the latest changes for the 2021 statutory short form. This version is more detailed and includes additional modifications specific to Estate Planning not available in other products. Users may submit additional modifications using the Feedback link in the product library and, if appropriate, they may be incorporated into future updates.
* Please refer to software and system requirements below.
Software Requirements
The Downloadable Content format is not compatible with Mac or tablet PCs. HotDocs®, the platform on which the Drafting System operates, does not support WordPerfect X8.
This publication is intended to provide authoritative information regarding the subjects covered. Efforts have been made to ensure that information is current and accurate, within the constraints of publication schedules. It is sold with the understanding that neither the publisher nor the authors and commentators are engaged in rendering legal services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.
NOTE: THIS PROGRAM IS INTENDED FOR USE BY LICENSED ATTORNEYS. IT IS NOT A SUBSTITUTE FOR INDEPENDENT THINKING. YOU SHOULD FAMILIARIZE YOURSELF WITH RELEVANT STATUTES, CASE LAW, AND STANDARDS OF PRACTICE, AND THOROUGHLY REVIEW ALL GENERATED DOCUMENTS.
System Requirements
To ensure the best performance please note the following minimum requirements for hardware and software:
Hardware Requirements for Running HotDocs
• 1 GHz processor (2 GHz or faster recommended)
• 1 GB RAM (2 GB, recommended)
• 300 MB hard disk space for installation process, 85 MB thereafter
• 1024 x 768 screen resolution
Software Requirements for Running HotDocs
• Microsoft Windows Vista (32-bit or 64-bit), Windows 7 (32-bit or 64-bit), Windows 8 (32-bit or 64-bit), or Windows 10 (32-bit or 64-bit)
• Microsoft Internet Explorer 8.0 or later
• Microsoft Word 2003, 2007, 2010, 2013, or 2016
• Corel WordPerfect X4, X5, X6 or X7
eBooks, CDs, downloadable content, and software purchases are non-cancellable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+™ for further legal research options. A valid subscription to Lexis+™ is required to access this content.
Table of contents
What follows is a partial list of the forms that can be drafted using the NYSBA Estate Planning System:
1. Wills
a. General non-taxable estate
b. Credit shelter will
c. Non-citizen QDOT
d. Pour-over will
e. Disclaimer
f. Generation Skipping Tax
2. Trusts
a. Revocable trust
b. Retirement pass-through trust
c. Life insurance trust
d. Supplemental needs trust
i. Payback trust
ii. Sole benefit trust
iii. 3rd Party S.N.T.
e. Medicaid trust
f. Qualified personal residence trust
g. Sprinkling trust
3. Codicils
4. Premarital agreement
5. Post-marital agreement
6. Personal care contract
7. Statutory power of attorney
8. Health care proxy (i.e., living will)
9. HIPAA information release authorization form
10. Other documents
