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Drafting Wills and Trust Agreements on GhostFill™

Brand:
Clark Boardman Callaghan
Components:
1 CD-ROM
Price:
Priced per user
What's this »
The price for this product is based upon the number of individuals in your office who will use this product.

Description

This product offers a user-friendly approach to drafting complete, effective estate planning documents. It allows you to create simple and long-form wills, revocable trusts, irrevocable trusts and more, using an intuitive question-and-answer approach. The language, content, and logic used in this system grew from the companion four-volume print set, Drafting Wills and Trust Agreements. The system allows you to adapt clauses and content to meet your own style and language preferences. It also generates flowcharts and a client explanation for each document, offering a brief explanation of each clause in simple language.

Features

  • Automated drafting eliminates repetitive data entry
  • Comprehensive drafting options help you draft for small estates, large estates, and everything in between
  • Document checklists identify relevant topics and speed decisionmaking
  • Document formatting options save time and minimize the need to "clean up" completed documents
  • Flowcharts and client explanation documents help clients understand their plan
  • Language customization lets you modify any of the system clauses to suit wording preferences
  • Preview functionality lets you view the document and modify language and answers before assembling the final document
  • Straightforward interview process allows you to make the appropriate clause selections for your document

System Requirements