develops documents with a question and answer interview approach and permits you to adapt clauses and content to your own drafting style. DWTA generates detailed flowcharts and plain-English client explanations.
According to Kelley,DWTA prepares revocable trusts and simple, long form and pour-over wills with share and trust options. It prepares, among other options, letters and supplemental documents including: client intake forms, various client contact letters, assignments to trust, medical records release, disclaimer by beneficiary, Crummey letters and guidelines for trustees.
When the interview process is completed, DWTA compiles the form language and variables to produce the assembled document. You may then preview the assembled document and modify language to it at that stage, or in your word processor. You can easily create a spousal "mirror" of the finished document by directing the program to do so.
DWTA generates flowcharts demonstrating the flow of property directed by the dispositive provisions in the will or trust.
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