Consider STEPS™ (Strategic Trust and Estate Planning Software) your trusted cloud-based estate planning drafting software and workflow solution. We help estate planning attorneys like you streamline your document drafting process using our advanced and flexible drafting technology solution.
STEPS™ allows for seamless integration, unparalleled customization, and client-centered efficiency.
Accessible anywhere, anytime.
Seamlessly integrates with your existing workflows.
Tailor documents to meet your clients’ unique needs.
1. Healthcare & Financial Docs
- Living Wills
- Personal Care Plan
- Powers of Attorney
- Full Force & Effect
- Affidavit
- Docubank
- Enrollment Form
2. Wills
- Bullets
- Base
- Enhanced
- Simple
- Pourover
3. Trust Documents
- Revocable (Base & Enhanced)
- iPug(R) Trust (Irrevocable Pure Grantor Trust) (Base and Enhanced)
- Completed Gift Trust (multi-use)
- Tax All Purpose Trust (multi-use including as an ILIT)
- 1st & 3rd Party Special Needs Trusts (SNTs)
- Kids Irrevocable Trust
4. Ancillary / Standalone Documents:
- Engagement Agreements
- Disposition of Remains
- Disability Panel Determination
- Assignment of Personal Property
- Affidavit / Certificate of Trust
- Appointment of Limited Purpose Trustee
- Exercise of Limited Power of Appointment
- Grantor’s Exercise of Retained Power of Appointment
- Resignation & Appointment of Trustee
5. Medicaid Qualification Software
- Medicaid Qualification Worksheet
- Asset Protection Analysis Letter
- Asset Risk Analysis
- Funding Roadmap
- Promissory Note
- Caregiver Agreement & Caregiver Log
- Qualified Income Trust (QIT) / Miller Trust
LWP STEPS™ IS DESIGNED TO STREAMLINE THE DRAFTING PROCESS FOR EACH OF THESE DOCUMENT TYPES, ENSURING ACCURACY, COMPLIANCE WITH LEGAL STANDARDS, AND CUSTOMIZATION TO MEET THE UNIQUE NEEDS OF EACH CLIENT.
Features that set STEPS™ apart
Craft personalized plans that reflect your clients’ unique needs and goals at every stage of life.
Enter client information once and see it automatically populate across all relevant
documents, minimizing errors and maximizing efficiency.
From Medicaid planning to asset protection trusts, STEPS™ equips you with all the tools needed to run a successful practice.
For Estate Planning Attorneys seeking to streamline their document drafting process, STEPS (Strategic Trust Estate Planning Software) is an advanced and flexible drafting technology solution.
It addresses the primary challenge of attorneys burdened by the cost and complexity of traditional drafting processes by automating the workflow. It offers members a cloud based solution independent of other systems, allowing for better integration and more frequent updates. You will experience improved customization options, better document integrity, and increased efficiency through features like automated data population.
This ensures dramatically increased efficiency, higher document quality, and improved client retention and attraction. One question remains: Are you ready to take the first step in creating a more efficient estate planning practice?
Medicaid Qualification:
Our software simplifies Medicaid eligibility calculations and helps you present complex information clearly to clients.
Asset Protection Tools:
Explore innovative solutions like the iPug® Asset Protection Trust, revolutionizing asset protection planning.
