High-Net-Worth Planning
Drafting software for high-net-worth and complex trust planning.
Wealth transfer planning rarely stops at a revocable trust. Statular drafts the gift trusts, asset protection trusts, multi-generational structures, and family entities that complex estates demand, with the options a sophisticated drafter expects and the language under your control.
Complex Trust Structures
The trusts a wealth transfer practice actually drafts.
- Lifetime exemption gift trusts
- Completed-gift irrevocable trusts for one settlor or a married couple, for a single beneficiary or a class of descendants. Choose estate exclusion, or retain a testamentary limited power of appointment when the plan calls for estate inclusion.
- Irrevocable life insurance trusts
- Individual and joint ILITs with withdrawal rights, trustee succession, and the certification and transfer documents that go with them.
- Asset protection trusts
- Self-settled asset protection trusts in the states that authorize them and Medicaid asset protection trusts, individual or joint, with independent and directed trusteeship.
- Dynasty and multi-generational trusts
- Long-duration trusts for descendants: a sprinkle class during the settlor's life, division into per-stirpes shares, and share trusts that continue for each line.
- Qualified personal residence trusts
- Residence trusts with the retained term, the rent-back period that follows it, and the deed that funds the trust.
- Charitable lead and remainder trusts
- Split-interest trusts for clients who want philanthropy and wealth transfer in the same plan.
- Special needs trusts
- Third-party special needs trusts for one settlor or a couple, and first-party trusts with the payback provisions they require.
- Annual exclusion gift trusts
- Gift trusts built around annual exclusion giving, with the withdrawal powers that qualify each contribution.
Asset Protection
Asset protection strategies, drafted into the trust itself.
Protection comes from structure: who holds which power, who can reach a distribution, and what happens when a beneficiary marries, divorces, or is sued. Those are interview choices in Statular, so the protective design is consistent across the instrument instead of patched in by hand.
Self-settled and third-party designs
Draft an asset protection trust for the settlor's own benefit where state law allows it, or a third-party trust that protects what a beneficiary receives from their creditors and their divorces.
Independent and directed trusteeship
Split investment, distribution, and administrative authority among trustees, and keep distribution decisions with an independent trustee where the structure depends on it.
Marital agreement holdback
Hold a beneficiary's share in discretionary trust until a marital agreement keeps it separate property.
Medicaid planning
Medicaid asset protection trusts for individuals and couples, with the explanatory client letter that goes out with them.
Multi-Generational Planning
Trusts designed to outlast the people who sign them.
A trust meant to run for generations has to anticipate businesses changing hands, laws changing, and trustees who were not born when it was signed.
Dynasty trust drafting in StatularDescendants as a class, then by family line
Trustees sprinkle among descendants while the settlor is living. At the division event the trust splits per stirpes, and each share continues in its own trust rather than passing outright.
Grantor trust treatment you can turn on
Grantor trust provisions, and a tax reimbursement clause that can be prohibited or left to the discretion of an independent trustee.
Closely held businesses and real property
Retention directions, a special business trustee, governing-document provisions, and an appraisal requirement on substitutions when the trust will hold the family company or land.
Built to be changed later
Trust protector and special trustee provisions, decanting authority tied to your state's statute, and a perpetuities savings clause drawn for the governing jurisdiction.
A drafting environment that keeps complexity coherent.
Structured interviews
Matter interviews keep advanced provisions wired to client facts, fiduciary design, distributions, and jurisdiction, so a sophisticated structure stays coherent from intake to final draft.
Your clauses, your language
Maintain a firm clause library, author custom language, and call on AI-assisted drafting for a first pass. Every clause is yours to refine, approve, and place.
The documents around the trust
Family LLC formation and operating agreements, assignments, certifications of trust, and funding letters are generated in the same workflow as the trust itself.
Related
Advanced planning still lives inside a complete workflow.
Family entities and business documents
Family LLCs, operating and partnership agreements, buy-sell agreements, and promissory notes for the entity side of the plan.
Learn moreThe foundational plan
The revocable trust, wills, powers, healthcare directives, and deeds, generated as one coordinated set from the same client record.
Learn moreAdministration and fiduciary accounting
When a trust becomes irrevocable, the same platform runs the administration and keeps the trustee's books.
Learn moreFAQ