Top-rated planning & presentation software from BNA. Try it free.
www.bnasoftware.com
Drafting System for Attorneys by Jonathan Blattmachr/Mike Graham
www.ilsdocs.com
Complete Living Trust - Notarized Attorney Reviewed, 1-866-993-0299
mytrustdocument.com
Estate Planning that protects your Family with Wills & Trusts
www.ocEstatePlanning.net
For Attorneys Only! Simple to Use, But Has All Options-State Specific.
www.4TrustSoftware.com
Protect Your Family With an Estate Plan! Get a Free Consultation Today
www.JanCopley.com/
Better attorneys = better results Get expert legal advice—and relax!
www.CAEstatePlanning.com
Orange County Estate Planning Living Trust, Probate, Trust Admin.
EstatePlanningSoCal.com
Avoid Probate with a Living Trust As Seen in the Times-Just $149/$199
LivingTrustsontheWeb.com
Develops software for estate, retirement and financial planning professionals.
www.brentmark.com
Developer of 706 Plus, 709 Plus and 1041 Plus, estate and trust software, investment management software and tax preparation and reporting software. Software runs on Windows platforms. Products are sold to the fiduciary industry. This company...
www.probate-software.com
Provider of trust tax and compliance services and software to the trust industry.
www.ttsoa.com
Top-rated planning & presentation software from BNA. Try it free.
www.bnasoftware.com
Drafting System for Attorneys by Jonathan Blattmachr/Mike Graham
www.ilsdocs.com
Complete Living Trust - Notarized Attorney Reviewed, 1-866-993-0299
mytrustdocument.com
Guide to Estate Planning Software
Get the scoop on estate planning programsThere are many estate plan software programs out there, so which one is right for you or your business? Look for the following:
1. Which estate planning software programs have the features you need for your unique situation?
2. Do free software estate planning programs provide all of the necessary features your business needs?
3. Is it necessary to hire a lawyer who specializes in estate planning programs?
Action Steps
The best contacts and resources to help you get it done
Choose the best estate planning software for your needs
Although, there may be no one best estate plan software for everyone, there is a best one for your business.
I recommend:
Nolo has filled a gap for common people seeking to do some basic legal proceedings without the high legal cost that is associated with the proceeding. Nolo has succeeded in providing a comprehensive estate-planning software program that addresses all the issues for a fraction of the cost. Superior Software offers an estate accounting software that you can demo free after you register. Both attorneys and consumers use this estate planning, but it is user friendly and easy to understand.
Foster Law Forms provides all the forms to fill out for your estate planning programs bundled on one CD for ease of use.
Select the estate planning software free edition
Before purchasing, you can view demo versions of many of the estate planning software programs available. Download the free estate-planning software, and test-drive it before buying.
I recommend:
Brentmark offers free demos on estate planning and many other programs that are worth looking at. Download the free demos, and fill in the forms provided. Then print, and take to your estate planning attorney. Law Firm software offers free estate-planning software demos so you can try before you buy. Their estate plan software offers state-specific forms and document assembly technology to ensure your documents are organized and accurate.
Estate Planning Links offers many free calculators, including Estate Planning tax software, tax tables and family business tax calculators. Be sure to use this site to calculate your estate tax liability.
Hire an attorney who works with estate planning software
You may already have an attorney for your business, but you do need an estate planning specialist to work with the estate planning software program you have chosen.
I recommend:
Lawinfo has assembled a list of attorneys in every state who specialize in estate planning programs. Just click on your state and view your choices. Make an appointment for an initial consultation (this is usually free), and take your estate plan software reports with you. This should save money overall in billable time with your attorney. The National Network of Estate Planning Attorneys lists every attorney in all 50 states who practices estate planning programs. They keep up with the latest taxation laws and other changes that can affect your estate.
Tips & Tactics
Helpful advice for making the most of this Guide- Review your estate plan yearly. If you decide you want to make changes, make the change in your estate-planning software first, and then copy that to your attorney. This saves money on billable time and gives your attorney a written copy, thus reducing risk of an error from miscommunication.
