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| The Estate Planning System is more than just software that creates wills and trusts. It is a system that ensures that none of the details are forgotten. The system includes Decision Trees, Checklists, Questionnaires, Letters and a Survey that you can send to your clients. |
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| Decision Trees | |
Like medical doctors, commercial airline pilots, and technical project managers, Estate Planning Attorneys perform many crucial tasks on a daily basis that have a tremendous impact in the lives of their clients. With this in mind, Estate Planning Attorneys need to take advantage of the same tools and checklists that medical doctors, commercial airline pilots and technical project managers use on a daily basis to remain focused and proficient in their daily schedule. The Estate Planning System uses Decision Trees as a tool to help you to choose between several courses of action. By using the decision trees you are then provided a structure within which you can lay out options for your clients and investigate the possible outcomes these options will have in your client's Estate Plan. The end result is a comprehensive plan is developed while you meet with your clients that improve efficiency by eliminating post-conference dictation, reducing redundancy and improving accuracy above and beyond what a most estate planning software packages are able to accomplish. |
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| Checklists | |
| The Check Plan in the Estate Planning System helps you to quickly see which documents, letters and tasks need to be completed for your client’s Estate Plan. Using this checklist gives you the peace of mind that all of the tasks that need to be performed for you client are complete and who completed the task. The additional checklists in the system are for scheduling new appointments, determining incompetency and determining undue influence. | |
| Questionnaires |
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| The Estate Planning System includes questionnaires for single and married clients that can be sent to the client prior to them visiting your law firm. Then after your initial services are completed we also have a maintenance questionnaire that can be sent to your clients. | |
| Letters | |
| The Estate Planning System includes the letters that your practices needs to handle the details of your clients Estate Plans. The letters include Initial Letter, Engagement Letter, Simple Cover Letter, Cover Letter, Letter Regarding Update Appointment, Dangers Letter for Slow Moving Contacts, Dangers Letter for Special Needs Trust, Donor Letter for Third Part Special Needs Trust, Letter of Last Instructions, Family Limited Partnership Cover Letter, Gift Tax Letter, Funding Letters, Letters Retitling Assets or Changing Beneficiary Designations, DocuBank Letter, and a Disengagement Letter. | |
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