Generate high-quality documents in minutes, not hours
Cutting through the tedium of producing documents gives you more time to focus on your clients' needs
WHY ARE OUR FORMS BETTER?
Modern Families, Multiple Plan Types
Your subscription includes estate plans options that range in complexity from simple non-taxable plans to taxable, disclaimer and GST tax plans. Our system works for single clients, married clients with mirrored or non-mirrored plans, unmarried partners and widows or widowers. The wills and trusts forms also include family business-related provisions and options for co-fiduciaries.
An Online Client Questionnaire
When you subscribe to our estate planning forms library, you also get an online questionnaire. You'll have a seamless system to gather client information and draft a full estate plan.
A Plain Language Approach
Our document templates use a plain language approach with modern font, legal numbering, and non-binary pronouns when wanted. We believe that estate planning works better when clients can read and follow the flow of their documents whenever possible. The typical length of our most complicated Will or Revocable Trust is 35 pages.
Flexible Distribution Schemes
Our software includes several choices for distribution of assets. For married or partnered couples, you have several options to customize the trust or trusts created at the first death. For other clients, you are able to draft documents that benefit named people, a class of people, and charities. You can also distribute assets in those cases in several different ways including different types of trusts with customizable terms.
User-Friendly Design
We have spent years designing and using drafting software. Our software includes features to help you move quickly -- create a set of mirrored estate planning documents for a married couple in under ten minutes. You can also create one document at a time or an entire estate planning package in one sitting. Your client data files are stored in the cloud or on your local system and are available for updates, edits or changes at any time. Just load an existing client file into the software and you can refresh or rewrite a plan quickly.
Client-Friendly Narrative Summaries
Your subscription will allow you to produce a narrative summary of each estate plan you've drafted. The summaries track the documents and endeavor to explain complex plans to help your clients feel at ease with what they're signing. They hit the highlights of what clients care about the most.