What's New in Version 5

Auto Complete

Estate Planning Pro includes an auto complete feature which recognizes the text that you type so that it can be reused later if/when necessary.

This feature is automatically enabled by default and will save a tremendous amount of time as names and addresses will not need to be entered multiple times.

Live Update

Access our Live Update Server and download Estate Planning Pro software updates as they become available. Updates include product enhancements as well as document and form changes.

NOTE: This feature requires an active Internet connection to function properly (Internet access is NOT provided with the purchase of the Estate Planning Pro software).

NOTE: Check with your system administrator before you run Live Update on a business computer. Some system administrators require approval before granting access to this service.

Permanently Save Attorneys 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

Customize Document Preparation

Choose from several different optional provisions including;

• Provisions for beneficiary distribution

• Provisions granting powers to the attorney-in-fact

• Provisions granting special powers to the attorney-in-fact

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.

Beneficiary & Trustee Data

Enter an unlimited number of:

• Beneficiaries

• Contingent Beneficiaries

• Co-Trustees

• Successor Trustees

Intuitive Navigation

The Estate Planning Pro software was designed to be simple to use. The program walks the end user from screen to screen in a logical format.

Save and Retrieve Data Easily

The Estate Planning Pro software is designed with an intuitive interface for saving and retrieving data entered into the program.