Discover our Software
Wealth Transfer Planning™
The most sophisticated planning and drafting system available. Discerning Estate Planners know it’s the right solution for their practice, because it allows them to plan with confidence, considering all the variables for their clients in the context of current laws in each state.
Essential Estate Planning™
Our most cost-effective estate planning and drafting system, Essential Estate Planning is designed for managing the needs of clients of modest wealth. This system helps you manage a large amount of transactional work and contains a collection of forms, each one featuring many options to meet most client planning needs.
Elder Law Planning™
A new breed of comprehensive planning and drafting system for Elder Law attorneys. This system offers aid, both in the planning phase as well as during preparation of documents., outlining and executing the modern medicaid strategies that provide the most benefit for your client.