Can clients use their family attorney to draw up the trust document and will?
Yes, you can choose any attorney to do your will and trust. A sample trust document will be provided to the selected attorney. If the attorney is not familiar with trusts for individuals with disabilities, Life Plan Trust will be happy to answer any questions he or she may have, in addition to reviewing the trust document and will. Life Plan Trust also sells a booklet entitled, ‘The Professional’s Guide to Estate Planning for Individuals with Disabilities” (10th edition) to help your attorney in preparing these documents. The book sells for $35.00 to family members and $45.00 to professionals. An updated version of “Estate Planning for Families of Persons with Disabilities”(5th Edition) is available for $24.00. In addition, Life Plan Trust presents Continuing Legal Education seminars each year . For additional information and a registration form, please contact the central office 1-888-301-0799.