Estate Planning Pro Software $229.00 - Estate Software, Trust Software, Wills SoftwareEstate Planning Pro Software $229.00 - Estate Software, Trust Software, Wills Software



Amortization Software $39.00 - Amortization, Loan Amortization, Fixed and Variable-Rate Amortization Schedule and Interest-Only Loan Software
ESTATE PLANNING PRO SOFTWARE
PROMOTION PRICE: $229.00
REGULAR RETAIL: $299.00
Amortization Software $39.00 - Amortization, Loan Amortization, Fixed and Variable-Rate Amortization Schedule and Interest-Only Loan Software

Estate Planning Pro Software $229.00 - Estate Software, Trust Software, Wills Software

Estate Planning Pro 5, Download Unlockable Demo

ESTATE PLANNING PRO VERSION

Quickly and easily create professional customized estate planning documents for your clients! (available in all 50-states). 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.

Years of research and development have gone into this new release and National LawForms, the company creating quality legal forms and software for the legal professional for the last thirty years is confident that this program will be an invaluable tool for your practice!

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.

All documents were created by a group of estate planning attorneys, for attorneys. These documents may be easily customized or edited as needed.

  ESTATE PLANNING PRO - WHAT DOCUMENTS CAN I PREPARE? National LawForms Software Products for Attorneys & Legal Professionals
SELECT A TRUST TO PREPARE
  • Single Grantor Trust
  • Joint Grantor Trust
  • Joint Grantor Trust with Q-Tip Provisions
  • Memorandum of Trust
  • Medical Information Disclosure Information (HIPAA)
  • Schedule of Assets of Trust
  • A Comprehensive Client Questionnaire
ADD ANY OF THE LISTED WILLS OR POA'S
  • Living Will
  • Pour-Over Will
  • Durable General Powers of Attorney
  • Medical Powers of Attorney for Health Care/Medical Directive
  • Optional Transfer Documents and Guidelines
  SOFTWARE FEATURES National LawForms Software Products for Attorneys & Legal Professionals
LIST OF FEATURES ALSO INCLUDED WITH PURCHASE
  ESTATE PLANNING PRO FEATURE SET National LawForms Software Products for Attorneys & Legal Professionals
Top of Estate Planning Pro Software PageAUTO-COMPLETE

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.

LIVE UPDATE

One year of access our Live Update Server included with purchase. Download Estate Planning Pro software updates as they become available. Updates include product enhancements as well as document and form changes. This feature requires an active Internet connection to function properly (Internet access is NOT included with purchase).

PERMANENTLY SAVE ATTORNEY CONTACT INFORMATION

Permanently save attorney contact information so that it doesn't need to be entered for each new client including; (Firm Name, Name of Attorney, Address, Phone Number & Fax Number).

CUSTOMIZED DOCUMENT PREPARATION

Specify whether to use the term Grantor, Trustor or Settlor throughout a Trust. Also, add an unlimited number of beneficiaries and/or trustees including: (contingent beneficiaries and successor trustees).

Choose from several different optional provisions including: (provisions for beneficiary distribution, provisions granting powers to the attorney-in-fact and provisions granting special powers to the attorney-in-fact).

TRUST OPTIONS - GENERAL
  • Include a provision providing asset protection against claims made by a former spouse.
  • Determine if trustees need to act jointly or individually when making decisions.
  • Include special distributions which are to be paid prior to the division of the estate.
  • Include educational provision to provide funding for college.
  • Include use of family residence provision allowing beneficiaries under 21 the use of home.
  • Include wedding expense provision.
  • Include a contingent beneficiary or charity (in the event that there are no remaining beneficiaries).
  • Create sub-trusts for minor children or beneficiaries who are minors.
Top of Estate Planning Pro Software PageTRUST OPTIONS - BENEFICIARY DISTRIBUTIONS

Select from several distribution options for the beneficiaries upon the death of both grantors, including: (click to read provision)

GENERAL DURABLE POWER OF ATTORNEY & WILLS OPTIONS
  • Choose whether Durable General Power of Attorney will be effective immediately or upon disability.
  • Add alternate persons to act as attorney-in-fact (if primary agent declines or can not be found).
  • Specify which powers to grant alternate attorney-in-fact.
  • Allow for reimbursement for the attorney-in-fact.
  • Options on the Pour Over Will include burial instructions and the ability to specify future guardians for minor children.

Select from several different attorney-in-fact powers, including:

COMPREHENSIVE CLIENT QUESTIONNAIRE

The Estate Planning Pro software includes a printable comprehensive client questionnaire which can be filled out by your clients to make data entry a breeze.

HEALTH INSURANCE PORTIBILITY ACCOUNTABILITY ACT (HIPAA)

A recent federal regulation known as the Health Insurance Portability and Accountability Act (HIPAA) regarding disclosure of individually identifiable health information necessitated the addition of a special release and consent authority to all healthcare providers before medical information will be released to agents and interested persons of the patients.

The effects of HIPAA are far reaching, and can render previously executed estate planning documents useless, without properly executed amendments, specifically addressing these issues.

As HIPAA effects not only new documents, any previously executed documents are affected as well. Any previously executed Powers of Attorney, Living Wills, Revocable Living Trusts, and certainly all Medical Directives now require HIPAA amendments.

TECHNICAL SUPPORT

One year of Technical Support included with purchase. Check out our Knowledge Base where you can find answers to frequently asked questions and resolve technically related issues. We have an excellent database of notes, technical articles & tutorials to help make your experience with our software an enjoyable one. Submit questions via email or if you're still experiencing difficulty you may speak with one of our friendly and courteous support representatives.

Top of Estate Planning Pro Software PageUPGRADE ASSURANCE

One year of upgrade assurance, simply stated: its like having an insurance policy for your software. If LawForms releases a new version within a year of purchase you are entitled to receive that update for FREE!

30-DAY MONEY BACK GUARANTEE

That's right, we are so confident that you will be happy with our Estate Planning Software that we guarantee it!

INTUITIVE INTERFACE

Simple design. Type information on the screen exactly as you would type on the form itself. There are many ways to avoid redundant typing.

  AVAILABILITY National LawForms Software Products for Attorneys & Legal Professionals
Top of Estate Planning Pro Software PageTHE ESTATE PLANNING PRO SOFTWARE WAS DESIGNED TO WORK IN THE FOLLOWING STATES (PLEASE CHOOSE SPECIFIC STATE WHEN ORDERING):

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

National LawForms Inc. - Home Page
LawForms welcomes your comments or questions, please contact us by e-mail or postal mail.
NATIONAL LAWFORMS, INC.
PO Box 93001
Phoenix AZ 85070
Phone: 877-543-6767 Fax: 480-283-0856
Email: info@nationallawforms.com

Home Page | Legal Software | Consumer Products | Legal Resources | Support
About Us | Contact Us | Links | Free Software

National Law Forms – An Industry Leader in Legal Software Development, targeting the Legal Professional. Streamline the preparation of Legal Documents. Our legal software products include: Bankruptcy Software (Chapters 7, 11, and 13) with Electronic Case Filing, ECF, Estate Planning Software, Trust Software, Wills Software, Incorporation Software, Limited Liability Company Software, LLC Software, LLP Software, Family Limited Partnership Software, Mortgage Loan Software (includes; FNMA 1003 Application, Good Faith Estimate and Truth in Lending Regulation-Z), National Uniform Commercial Code Financing Statement and Real Estate Closing Software (includes; 1099-S, Amortization Software, Escrow Disclosure Software, HUD-1 Software, HUD-1A Software), Living Trust Software. Corporation Record Books, Corporate Seals and Stock Certificates and an extensive list of Legal Forms are also available!

National LawForms, Inc. does not rent, sell, or share any of your personal information with 3rd parties in accordance with our Privacy Policy.

© 2011 National LawForms, Inc. All rights reserved. Terms of Use | Site Map