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DRAFTING WILLS AND TRUST AGREEMENTS ON GHOSTFILL™ SUMMARY OF DOCUMENTS AND FEATURES SUMMARY OF DOCUMENTS AVAILABLE IN DWTA The following list serves as a high-level summary of the types of documents offered in Drafting Wills and Trust Agreements (DWTA). Wills ● Simple Will (basic will with no trust provisions) ● Long Form Will (includes numerous share/trust options for outright distributions, marital deduction planning, GST planning, and also planning for varying exclusion/exemption amounts set forth in EGTRRA) ● Pour-over Will (companion will document for single settlor revocable trust) ● Joint Property Pour-over Will (companion will document for joint property trust) ● Community Property Pour-over Will (companion will document for community property trust) Revocable Trusts ● Single Settlor Revocable Trust (numerous share/trust options similar to those offered in the long form will) ● Joint Property Trust ● Community Property Trust ● Qualified Domestic Trust Amending Documents ● Trust Amendment; Trust Amendment and Restatement ● Codicil Irrevocable Trusts ● Irrevocable Long-Term GST Trust ● Irrevocable Life Insurance (Crummey) Trust ● Irrevocable 2503(c) Trust for Minors ● Irrevocable Charitable Remainder Trusts (Annuity and Unitrust) ● Irrevocable Grantor Retained Trusts (Annuity and Unitrust) ● Irrevocable Intentionally Defective Grantor Trust ● Irrevocable I.R.A. Management ("Conduit") Trust ● Irrevocable Supplemental Needs Trust ● Irrevocable Qualified Personal Residence Trust Powers of Attorney and Health Care Directives ● General Power of Attorney (non-statutory) - Long Form and Short Form options ● Special DPA to Sell Real Estate; Special DPA to Buy Real Estate ● Special DPA for Investments; Special DPA for Gifts ● Special DPA for Pourover to Trust ● Special DPA for Health Care; Living Will (Generic) ● State Statutory Advance Directives (coverage includes all states that have issued statutory forms for powers of attorney and health care directives) Letters ● Engagement Letter; Appointment Letter ● Transmittal Letter ● Statement Letter; Statement ● Closing Letter ● Power of Attorney Letters (including: Retaining Original DPA; Information to Client) Supplemental Documents ● Estate Analysis Checklist (Client Intake Form) - Long Form and Short Form options ● Funeral/Memorial Service Instructions ● Medical Records Information Release ● Bill of Sale to Trust ● Assignment to Trust ● Promissory Note ● Certification of Trust ● Guidelines for Personal Representative ● Guidelines for Trustee ● Power of Attorney Supporting Documents (including: Client Brochure; Guidelines for Agent; Certification of Authorization; Revocation of Power of Attorney; Certificate of Authority; Certificate of Incumbency; Affidavit of Agent; Declaration Regarding Life Sustaining Treatment; Notice to Medical Personnel) User-Defined Documents (create or import any number of additional documents into the system; add variables to these documents to auto-fill answers into your own custom user-defined documents) Flowcharts (sample and client-specific) Client Reports (summarize selected client data for record-keeping purposes) SUMMARY OF SELECTED FUNCTIONALITY/FEATURES Some of the numerous special features available in DWTA include: ● Per Seat Licensing (subscribe to DWTA based on the number of seats (aka "computers") requiring installation of the product) ● Sample Flowcharts (view/edit/print from a selection of sample flowcharts to show clients a pictorial representation of a recommended plan) ● Client-Specific Flowcharts (view/edit/print flowcharts that demonstrate the actual flow of assets through the estate based on the document created for that client) ● Preferences for System Defaults (enter standard information and preferences for wording to apply to all documents created in the system) ● Document Styles/Formatting (set up document formatting preferences for each document type) ● User-Defined Clauses (create clauses for topics that are not included in the system options; userdefined clauses are made available as part of the document interview process) ● Customization of System Text (modify any of the 2000+ system clauses to suit personal language preferences or state requirements either at the system level or for a particular client) ● Model Interviews (answer one or more document interviews for a client and turn that set of answers into a model that can then be applied automatically to any subsequent client that requires that particular estate plan) ● Client Utilities (copy, import, export, or archive client answer sets) ● Document/Clause Preview (preview clauses from within interview dialogs based on the interview selections made on that dialog, or preview the document from within the document preview) ● Document Manager (track the documents created in the system for a particular client and include comments regarding each document) ● Footer Modification (modify/customize footer text for all the system documents) ● Clause History Review (view clauses that have been modified or added with a particular release) Visit the DWTA web page (http://west.thomson.com/dwta) for additional information, including licensing information, product reviews, and a sample demo.

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