LexisNexis® New York State Bar Association's Automated Estate Planning System

Quickly draft customized estate planning documents for your New York clients, with powerful document assembly software from Lexis and the New York Bar Association.

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ISBN: 9781522114772
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Product description

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.

New York State Bar Association Members are entitled to Special Pricing. Call 800-223-1940 for details.

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.

 

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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