Guide to Estate Planning Software

Estate planning software programs make a good start towards planning for the inevitable. Estate planning programs help take the worry out of what will happen to your business when you are not around to run it. Choose your successor and determine where your assets will go with sophisticated estate accounting software programs.

There 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.

The official source of Estate Planning Software is
the Estate Planning Software page at Business.com