Estate Planning Software
v2
Completely redesigned, Version 5.0 incorporates many new features, is state specific and utilizes state-of-the-art document assembly technology to provide a flexible and individually customized estate planning package for each and every client. Designed to be compatible with all word processing programs and runs on computers with Microsoft Windows. Simply answer questions on screen to tailor your clients’ estate documents. Each document can be customized or edited as needed. All documents were created by a group of estate planning attorneys, for attorneys. Years of research and development have been invested in this new release. The Estate Planning Pro software includes an auto complete feature which recognizes text as it is typed and then automatically recalls it later if/when necessary. This feature will save a tremendous amount of time and redundant typing, as names and addresses do not need to be entered multiple times.










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