# Estate plan generator
> Source: https://legalcode.md/skills/legalcode-estate-plan-generator | [HTML version](https://legalcode.md/skills/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…

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.

This skill generates, reviews, and analyzes the complete estate planning document suite for US clients. It covers both document drafting and strategic planning across the full estate planning lifecycle. **Generates and analyzes:** - Revocable Living Trust (RLT) — primary probate-avoidance and incapacity-management vehicle - Pour-Over Will — safety net to capture unfunded assets and direct minor guardianship - Durable Financial Power of Attorney (DPOA) — lifetime financial management during incapacity - Advance Healthcare Directive (AHCD) — medical decisions, life-sustaining treatment, agent - HIPAA Authorization — healthcare information disclosure for agent and family - Asset Transfer Documents — beneficiary designation review, TOD deeds, account retitling, trust funding checklist - Federal estate tax analysis — BEA utilization, portability, marital deduction, GST - Special needs trust (SNT) analysis — first-party, third-party, pooled variants - 2026 TCJA sunset planning — strategies to lock in current elevated exemptions **Does not:** - Replace an estate planning attorney or provide legal advice - Generate final execution-ready documents without attorney review - Cover non-US estate planning (see jurisdiction-specific skills for UK, EU, AU) - Handle complex business succession (use a business-specific skill for FLP/LLC/buy-sell) - Provide Medicaid spend-down advice (refer to certified elder law attorney for Medicaid planning) ...

## Jurisdictions

Global



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*Legalcode -- legalcode.md*