What you get
- An editable Word document, drafted from your answers and the state's official text.
- A proof of sources: every citation in the draft with the words it quotes, the official source, the date the text was saved and its fingerprint.
- Notes for counsel listing each point marked [VERIFY], each blank and each choice left for the client.
What the intake asks
Plain questions, in the order an attorney would take the facts. Anything left blank stays a marked blank in the draft; nothing is invented to fill it.
The trust
- Kind of trust
The people
- Beneficiary with a disability
- Beneficiary's age, disability and benefits
- Who establishes the trust
- Trustee and successors
- Funding
Terms
- Distribution standard
- At the beneficiary's death
- Court approval
- Other instructions or open decisions
Where it is offered
Every state Lawsmith has official sources for:
CaliforniaConnecticutDelawareDistrict of ColumbiaFloridaMarylandMassachusettsNew JerseyNew YorkOhioPennsylvaniaTexasVirginia
Official sources on file
The drafter works from the texts Lawsmith has saved for this document in the state you choose, plus federal law where it applies. Each is read from the official publisher and dated.
| State | Sources for this document |
|---|---|
| California | 33 |
| Connecticut | 20 |
| Delaware | 21 |
| District of Columbia | 21 |
| Florida | 24 |
| Maryland | 27 |
| Massachusetts | 23 |
| New Jersey | 23 |
| New York | 26 |
| Ohio | 24 |
| Pennsylvania | 21 |
| Texas | 28 |
| Virginia | 26 |
Among them, for New Jersey:
- N.J.S.A. 3B:12-1 Power of the court to order a protective arrangement.
- N.J.S.A. 3B:12-2 Matters within a protective arrangement.
- N.J.S.A. 3B:12-3 Factors to be considered before approving a protective arrangement.
- N.J.S.A. 3B:12-57 Powers and duties of a guardian of the person of a ward.
- N.J.S.A. 3B:31-36 Spendthrift provision.
How the draft is checked
Before it writes, the drafter must quote the official text behind each citation. Lawsmith compares every quotation with the text on file, character for character; a citation with no checked quotation reaches you marked [VERIFY]. The draft still needs your review before it is signed, filed or sent. How citations are checked
More elder law documents
Medicaid Long-Term Care AssessmentMedicaid Asset Protection TrustAdult Guardianship PetitionPersonal Care AgreementQualified Income Trust (Miller Trust)Medicaid Fair Hearing Request