The Samples tab across the top of the Session screen in Cowles Trust Plus® provides examples of various types of plans for reference, or to duplicate and edit as desired. Although the software makes custom drafting and selection of phrases and documents for each plan easy, saving samples preserves favorite plans and makes them easy to access when desired.

By highlighting the appropriate sample session and clicking the Copy and Open button, the system will make a copy of the session and place it on the Existing tab. The following prompts will be displayed:

If Yes is selected, the system will clear all information on the Enter Merge Information screen, allowing for easy insertion of new client and appointment information. (You may also easily change this information after creating your new session.)

Next the Session Information window allows you to associate a new client with this session, add a new description, and a new user where appropriate.

The sample is then placed on the existing tab where it may be accessed and edited as needed.

Your own favorite plans may also be saved as samples by utilizing the copy function on the existing tab. Highlight the appropriate session, click the Copy button and the following prompt will appear:

If Yes is selected, the system will create an additional copy of your session and add it to the Samples tab. If No is selected, the system will create an additional copy of your session and add it to the Existing tab.

The system will now display an additional prompt:

If Yes is selected, the system will clear all information on the Enter Merge Information screen, allowing for easy insertion of new client and appointment information. (You may also easily change this information when you are creating your new session.)

Your session will now be displayed on the Samples tab and may be used as a model when generating future sessions.

A brief description of the sample sessions included with the system are as follows:

Session 1: Wells Revocable Trust: This session illustrates an individual revocable trust incorporating testamentary trust provisions for minor children.

Session 2: Garcia Revocable Trust: This session illustrates a joint revocable trust for a married couple incorporating testamentary trust provisions for minor children.

Session 3: Cramer Revocable Trust: This session illustrates an individual revocable trust incorporating federal estate tax planning phrases.

Session 4: Jackson Revocable Trust: This session illustrates a revocable trust with some assets poured over to a supplemental needs trust.

Session 5: Cramer Irrevocable Trust: This session illustrates an irrevocable trust for an individual.

Session 6: Clark Irrevocable Trust: This session illustrates a joint irrevocable trust for a married couple.

Session 7: Michael W. Lee Will: This session utilizes the "two wills" option in the Enter Merge Information section generating mirrored trusts for a husband and wife.

Session 8: Mary A. Lee Will: This session utilizes the "two wills" option in the Enter Merge Information section generating mirrored trusts for a husband and wife.

Session 9: Paul Conroy Supplemental Needs Trust: This session illustrates an individual grantor supplemental needs trust.

Session 10: Peter Jackson Supplemental Needs Trust: This session illustrates a joint grantor supplemental needs trust.

Session 11: Anderson Revocable Third-Party Trust: This session illustrates a joint revocable trust with a third-party trustee.

Session 12: Harold Adams Trust Termination: This session illustrates a standard trust termination and is available in the TrusTerminator system.