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ProDoc® California Lipman's Wills and Trusts

ProDoc® California Lipman's Wills and Trusts

CD-ROM
Product Details »
Brand:
ProDoc
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

Covering everything from simple wills to the most complex trust and estate planning matters, this volume is an exceptional estate planning resource. It contains more than 370 automated forms for drafting simple wills and revocable trusts, pourover wills, tax-planned wills and revocable trusts, powers of attorney, advance health care directives, HIPAA releases, codicils, irrevocable trusts (including life insurance trusts and supplemental needs trusts), three different buy-sell agreements, transmittal letters, and miscellaneous letters and forms. This volume is included in the ProDoc California Estate Planning Library. It is also available as an add-on to all other ProDoc California libraries.

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

System Requirements
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