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ProDoc® California Estate Planning Library, CD-ROM ed.

CD-ROM
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Brand:

ProDoc

Price:

Priced per user

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The price for this product is based upon the number of individuals in your office who will use this product.

Description

This library includes six volumes and three PowerPacks. The Lipman's Wills & Trusts volume provides forms for handling complex estate planning matters. The Probate volume includes notices, accountings, California Judicial Council and select county forms, and more. The Conservatorships and Guardianships volumes contain Judicial Council and select county forms. The Small Estate Wills volume provides forms for representing clients with simpler tax-planning needs. The Attorney-Client Matters volume contains forms for routine client communications. The Conservatorships, Guardianships, and Probate PowerPacks facilitate calculations and manage asset lists and inventories. Free training, customer support, and online updates are included with your subscription.

Features

Allows you to customize forms groups that can be accessed and filled out simultaneously to save time
Automatically populates client and case information, merges data, and more
Ensures that your forms are always current with frequent online updates
Features a timesaving integrated system - enter client/case data once per case and generate multiple documents from that data
Helps you avoid embarrassing errors in your documents, including mismatched pronouns and leftover clauses from other documents
Helps you draft estate planning documents more efficiently by completing repetitive and mundane paperwork for you
Is easy to use: You can complete your first document in just 15 minutes
Saves hours of time and overhead expense; makes your practice more efficient