LegalEdge helps lawyers inspire their clients. The company is built on the same values, sense of duty, and vision as the legal services industry and the practice area of elder law. The software was invented by LegalEdge founder, Darol Tuttle, to solve a business problem his firm faced. It was then made available to end-users…
At LegalEdge Innovators, Inc., we’re reshaping the future of legal document preparation through advanced technology and innovation. Our mission is to empower law firms with tools that streamline operations, enhance accuracy, and offer unparalleled efficiency. Central to our success is our proprietary legal algorithm, a cutting-edge solution designed to automate the creation of legal documents…
Chicago is the headquarters of LegalEdge Innovators by choice, not inertia. The vibe in the the third largest city is unique. More old school urban than LA and less intense than the Big Apple, Chicago is a legal hub of the United States in many ways. Home to over 500 law firms and five law…
This article explores our journey of reducing legal nuances to code, the art of asking the right questions, and the technology behind our legal algorithm. Learn how we enhance practice efficiency and client satisfaction while respecting the intricacies of the law.
Introduction The Asset Protection Medicaid profile is designed for single clients or surviving spouses who have accumulated discretionary wealth and are concerned about the potential impact of long-term care costs on their estate. This profile aims to protect assets from being depleted by Medicaid spend-down requirements, ensuring that clients can preserve their financial legacy for…
Introduction The Asset Protection Tax profile is tailored for individuals and couples with a net worth exceeding the relevant estate tax exemption thresholds. This profile is particularly relevant for clients who seek to mitigate estate tax liabilities while protecting their assets from potential creditors and other claims. It is also suitable for situations where spouses…
Introduction The Spousal Protection profile is designed for married couples with a net worth ranging between $500,000 and $4 million, who aim to safeguard the surviving spouse’s inheritance from Medicaid spend-downs, liens, transfer penalties, and look-back periods. This profile emphasizes the importance of protecting the surviving spouse’s financial security while ensuring that assets are efficiently…
Introduction The Estate Transfer – Complex profile is tailored for clients with more intricate estate planning needs compared to the Simple Estate Transfer profile. This profile is particularly suitable for individuals with real estate holdings in multiple jurisdictions or those whose estate complexity demands more sophisticated legal strategies. The goal is to ensure a seamless…
Introduction The Estate Transfer – Simple profile is designed for clients with straightforward estate planning needs. This profile is particularly suitable for individuals with low net worth or single clients who do not require asset protection from Medicaid. The focus here is on creating a clear and efficient plan to transfer assets upon death, without…
Introduction The planning profiles in the EPIC framework are designed to address the diverse needs and circumstances of clients. These profiles are based on Money Models, which categorize clients according to their financial situations and estate planning goals. Each profile guides the creation of a tailored estate plan that meets the client’s specific needs. Seventy…
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