WHAT WE DO.

Our software provides you with an automated process for the drafting and assembly of completely state specific estate planning documents. This process does not involve “canned forms” but uses highly intuitive, context sensitive “question and answer” dialogs for the preparation of quality documents custom created for each client by any professional in a matter of minutes.

The Trusts & Wills module provides all trust/will versions with extensive distribution options (both specific and residual), specialized “stand-alone” trusts (e.g., an “IRA Beneficiary Trust”), all supporting documents (e.g., “pour-over” wills, powers of attorney, HIPAA compliant health-care powers, trust certifications, etc.), transfer documents (including the deeds), correspondence and worksheets (click here for full details on the T&W module including pricing].

The Irrevocable Trusts module features the full “alphabet soup” of more sophisticated estate planning trusts (“ILIT’s”, “QPRT’s”, “IDGT’s”, “GRAT’s”, “CRT’s”, “CLT’s”, etc.); plus educational trusts, special needs trusts (both 3rd party and self-settled) and Medicaid/VA planning trusts “). Our cloud based solution is browser-based internet which provides for the client’s completion of the estate planning interview. With only a few minutes of review time, the software will generate a complete state-specific estate plan incorporating either a “stand-alone” Will or a fully funded revocable living trust (including all of the supporting documents).

All dialogs have detailed help screens. Documents are created, fully-formatted, in Microsoft Word. Frequently updated, the software ensures that you are always compliant with current state and federal laws. All products are network enabled (sharing a common answer file) and have a full, thirty day guarantee and one-year free support and updates (additional annual subscriptions are available at a minimal cost).

  • Entirely cloud based – No Software to install.
  • Available on all devices – Any Device, Any Browser
  • Client Accessible – Your clients can complete the Interview

THE CLOUD
IS IN OUR DNA.

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