Estate Plan Design Memo

Use when a licensed estate planning attorney, trust officer, paralegal, or law student needs to convert a client's family, asset, residency, goal, and tax-posture intake into a DRAFT attorney-facing estate-plan design memo before any document is drafted. Guides scoped intake of family, asset titles, residency / domicile, retirement and IRD-asset character, goals, prior gifts, and existing documents, recommends a document set (RLT / pour-over will / will-only / ILIT / SLAT / QPRT / GRAT / charitable trust / dynasty trust / special-needs trust / POA / advance directive / HIPAA), recommends asset-titling and beneficiary-designation moves aligned to the plan, recommends fiduciary nominations with successor depth, flags federal estate / GST / state estate-or-inheritance / SECURE 2.0 / portability issues, and produces a DRAFT design memo with an evidence matrix, an open-questions-for-client list, and an open-questions-for-attorney list — for licensed estate-attorney review and sign-off. Never drafts will / trust / POA / directive language, never gives the client legal or tax advice, never recommends specific products or carriers, never opines on existing documents without attorney review of the original, never executes any document.

by @archlab-space (devasher)·MIT-0