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State specific software for the
drafting and assembly of Living Trusts, Wills, Powers of Attorney
and Trust Administration. Designed to be compatible with all word
processing programs and runs on any Windows operating system.
Simply answer questions on screen to tailor your clients’ estate
documents. Each document can be customized or edited as needed.
The templates
provide all trust/will versions, extensive distribution options, all
supporting documents (e.g., "pour-over" wills, powers of attorney,
HIPAA compliant health-care powers, trust certifications, etc.),
transfer documents, correspondence and worksheets.
All documents were
created by a group of estate planning attorneys. Years of research
and development have gone into this new release; we are confident
that this program will be an invaluable tool for your practice!
For attorneys, we have two options to choose
from.
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Estate Planning Software $229
 Quickly
and easily create professional customized estate planning documents
for your clients! Wills Software is included as a bonus.
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Will Software
$99
Generate a Last Will and Testament, Living Will, Advanced Health
Care Directive (California), Durable General Power of Attorney,
Durable Power of Attorney for Health Care (California), Medical
Information Disclosure Authorization (HIPAA), Medical Power of
Attorney for Health Care/Medical Directive, Statement of Wishes and
Tangible Personal Property Inventory form.
For consumers, we
sell a do-it-yourself revocable living trust software for an
individual or family. Save money and time by preparing your own
Living Trust documents.
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Revocable
Living Trust Software (single, joint) $79
Prepare a Revocable Living Trust, Memorandum of Trust (also
known as Abstract of Trust), HIPAA Compliance Authorization form
for the Release of Medical Information, Schedule of Assets,
funding instructions for transferring property to the trust, as
well as necessary transfer documents.
Our Estate Planning and Will Software is compliant for all 50-states:Alabama, Alaska, Arizona, Arkansas, California, Colorado,
Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois,
Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland,
Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana,
Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York,
North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island,
South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont,
Virginia, Washington, West Virginia, Wisconsin and Wyoming.
 All of our software functions on any
Windows operating system. The software has been tested on Windows 95,
98, 2000, NT, ME (millennium edition), XP, 2003
and Windows Vista. The software functions
on networks or stand-alone personal computers and is compatible with
all printers.
TESTIMONIALS
 "I am extremely computer
literate, but dislike other estate planning software on the market that requires
too many steps in creating the documents. Moreover, other software is too wordy
and fraught with legalese. I have been trained to write as plainly as possible
so that clients can more easily understand what they are reading. Your software
is not only easy to use, it is concisely and clearly worded so that my clients
wishes will come through as their own, and they will be able to ask questions
intelligently. Thank you so much! You are a fantastic and welcome alternative to
Lexis-Nexis Drafting Wills and Trust on CAPS!"
Click here for more testimonials
and reviews on this software.
RELATED LINKS
Click here for additional
estate planning and wills resources.
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