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.

• Grandchildren
• Blended Families
• Bloodline Trusts
• Special Needs Trusts
• Trusts for Problem Children
• Incentive Trusts
• Different Treatment/Different Children

• Caregivers
• Business Owners
• Pet Trusts
• Charities
• Vacation Homes
• Non-Traditional Couples
• Non-Citizen Spouses

“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.”

The Estate Planning System exhibited at the 2010 NAELA Annual Meeting on May 13 - 15, 2010.

Estate Planning System software version 2.4 release on October 30, 2009.

Estate Planning System software version 2.3 release on June 30, 2009.

Estate Planning System software version 2.2 release on September 30, 2008.

The Estate Planning System will be exhibiting at the Heckerling Institute on Estate Planning on January 25-29, 2010.

The Estate Planning System exhibited at the Utah Bar Fall Forum on November 13, 2009

The Estate Planning System exhibited at the 2009 NAELA Annual Meeting on April 2 - 4, 2009.

The Estate Planning System exhibited at the Heckerling Institute on Estate Planning on January 12-16, 2009.

The Estate Planning System exhibited at the Utah Bar Fall Forum on November 21, 2008.

The Estate Planning System exhibited at the 2008 NAELA Advanced Elder Law Institute on October 23-26, 2008.

Kim Mayberry co-presented at the 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 exhibited 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.