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 Quickly and easily create professional, customized,
state specific estate
planning documents for your clients! (Available in all 50-states.)
Completely redesigned, Version 5.0 incorporates many new features and utilizes state-of-the-art document assembly
technology to provide a flexible and individually customized estate
planning package for each and every client.
Designed to be compatible with all word processing programs and
runs on computers with Microsoft Windows. Simply answer questions on
screen to tailor your clients’ estate documents. Each document can be
customized or edited as needed.
Last Will
Software BONUS WITH PURCHASE ($99 VALUE)
Quickly and easily create 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 as well as Tangible Personal Property
Inventory form.
All documents were created by a group of estate planning attorneys,
for attorneys. Years of research and development have been invested in
this new release.
What documents can I prepare?
Trust Documents
- Single Grantor Trust
- Joint Grantor Trust
- Joint Grantor Trust with Q-Tip Provisions
- Memorandum of Trust
- Medical Information Disclosure Information (HIPAA)
- Schedule of Assets of Trust
- A Comprehensive Client Questionnaire
Wills and Powers of Attorney
- Living Will
- Pour-Over Will
- Durable General Powers of
Attorney
- Medical Powers of Attorney for
Health Care/Medical Directive
- Optional Transfer Documents
and Guidelines
Auto-Complete
The Estate Planning Pro software
includes an auto complete feature which recognizes text as it is typed
and then automatically recalls it later if/when necessary. This
feature will save a tremendous amount of time and redundant typing, as
names and addresses do not need to be entered multiple times.
Live Update
One year of access our Live Update
Server included with purchase. Download Estate Planning Pro software
updates as they become available. Updates include product enhancements
as well as document and form changes.
Health Insurance Portability
Accountability Act (HIPAA)
A recent federal regulation known as
the Health Insurance Portability and Accountability Act (HIPAA)
regarding disclosure of individually identifiable health information
necessitated the addition of a special release and consent authority
to all healthcare providers before medical information will be
released to agents and interested persons of the patients.
The effects of HIPAA are far reaching, and can render previously
executed estate planning documents useless, without properly executed
amendments, specifically addressing these issues.
As HIPAA effects not only new documents, any previously executed
documents are affected as well. Any previously executed Powers of
Attorney, Living Wills, Revocable Living Trusts, and certainly all
Medical Directives now require HIPAA amendments.
Technical Support
One year of Technical Support included with purchase. We have an excellent
database of notes, technical articles & tutorials to help make your
experience with our software an enjoyable one. Submit questions via
or if you're still experiencing difficulty you may speak
with one of our friendly and courteous
support representatives.
Upgrade Assurance
One year of upgrade assurance: its
like having an insurance policy for your software. If we release
a new version within a year of purchase you are entitle to that update
for FREE!
We have
state-specific Estate Planning Software for each of the following
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.
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30-Day Unconditional Money-Back Guarantee!
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