Assemble documents with an intuitive question-and-answer approach.
Based on the four-volume Drafting Wills and Trust Agreements, 3d, this CD-ROM, on the GhostFill document assembly platform, provides all the tools you need to create consistent, high-quality wills, trusts, and other estate planning documents. It follows an intuitive, question-and-answer approach, and lets you adapt clauses and content to fit your preferences and your clients' needs. It even generates flowcharts and plain-English explanations to provide clients with clear, complete illustrations of estate planning options.
Get the features you need to generate wills and trusts efficiently.
- Simple and long form wills with numerous share/trust options
- Revocable and irrevocable trusts
- Powers of attorney and health care directives
- Flowcharts to present a pictorial representation of plans
- Document Manager to track documents created for specific clients
- Style sheets to speed document formatting
- Clause History Review for clauses that have been modified or added
Take a Closer Look
See what's included (PDF) »
This PDF document provides a summary of the documents and features that are available in Drafting Wills and Trust Agreements.
See what's new (PDF) »
This PDF document provides highlights of the improvements and new features found in the latest version of Drafting Wills and Trust Agreements.
Related Products
Drafting Wills and Trust Agreements, 3d
All the forms, checklists, and guidance you need to efficiently and effectively draft all types of wills and trust agreements.
Intuitive Estate Planner, CD-ROM Ed.
This software analyzes estate plan development options, collects and organizes client information, performs estate plan calculations, and prepares illustrative presentations for clients.
Trusts, by William W. Brown
This reference provides the necessary building blocks that ensure the validity and integrity of the trusts most commonly used in estate planning.