Skill

legalcode-estate-plan-generator

Generates a complete US estate planning document suite: revocable living trust, pour-over will, durable financial power of attorney, advance healthcare directive, HIPAA authorization, and asset transfer documents (beneficiary designations, TOD deeds, account retitling checklists). Covers federal estate tax planning (IRC §2001, §2010, §2056, §2601), portability elections (IRC §2010(c)(5), Rev. Proc. 2022-32), special needs trusts (42 U.S.C. §1396p), SECURE Act 2.0 inherited IRA rules, and 2026 TCJA sunset planning. Use when clients need a full estate plan built from scratch, want to review or update an existing plan, need a trust funding checklist, are planning for incapacity or healthcare directives, have estate tax exposure above the BEA threshold, have a beneficiary with special needs, or are planning for 2026 exemption cliff. Also triggers for: living trust drafting, pour-over will, healthcare proxy, durable POA, advance directive, HIPAA release, beneficiary designations, trust funding, estate tax analysis, portability, DSUE, dynasty trust, SNT, ABLE account planning.