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| The
Estate Planning System is more than just software that creates wills and
trusts. It is a system that focuses on the special circumstances of the
middle class, while streamlining your law firm to be more profitable and
ensuring that none of the details are forgotten. |
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| Special
Circumstances |
- Grandchildren
- Blended Families
- Bloodline Trusts
- Special Needs Trusts
- Trusts for Problem Children
- Incentive Trusts
- Different Treatment/Different Children
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- Caregivers
- Business Owners
- Pet Trusts
- Charities
- Vacation Homes
- Non-Traditional Couples
- Non-Citizen Spouses
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Oct 29 Webinar - "The Not-So-Simple
Will - a Guide to Expanding Your Estate Planning Services"  
Sign
Up Here
“The
EPS allows me to produce customized high quality documents for a variety
of clients in record time. The software's decision trees insure that I
will not miss any issues, and the templates insure that my documents contain
up-to-date, clear language.” |
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Linda M.
Anderson, JD. LLM, CELA |
Events |
| The Estate Planning System will be exhibiting at the Heckerling
Institute on Estate Planning on January 12-16.
The Estate Planning System will be exhibiting at the 2008
NAELA Advanced Elder Law Institute on October 23-26.
Kim Mayberry will be co-presenting on Trust & Estate Drafting Programs
at the 2008
Joint Fall CLE Meeting for the ABA
Section of Taxation and the Section
of Real Property, Trust, and Estate Law.
Thomas D. Begley, Jr will be presenting at PBI's
11th Annual Elder Law Institute on July 24 - 25, 2008.
Thomas D. Begley, Jr presented at NJ
ICLE Elder Law and Disability Symposium on July 16, 2008.
Kim Mayberry presented "Improving Client Satisfaction with Computer
Systems for Estate Planning and Probate" at the Utah Bar Association
on June 20, 2008.
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Announcements |
The Estate Planning System is pleased to announce a partnership
with the Utah Bar Association through their Member Benefits Program. June
1, 2008
The Estate Planning System is please to announce a partnership with the
New Jersey Institute of Continuing Legal Education. June 1, 2008
Estate Planning System software version 2.0 release on May 20, 2008.
Docs My Way© released on May 20, 2008.
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| Statistics based on upper
middle class, lower middle class and working class from Gilbert, D. (2002)
The American Class Structure: In An Age of Growing Inequality. Belmont,
CA |
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