WESTLAW ESTATE PLANNING PRACTITIONER
A comprehensive legal research plan for your estate planning practice.
Build strategic estate plans to safeguard your clients' interests.
Westlaw Estate Planning Practitioner provides a complete set of practice resources to help you efficiently provide expert representation to your clients.
Some of the online content you'll get includes:
- Estate Planning Form Finder consisting of thousands of related forms, checklists, and clauses
- On-point practice guides and treatises with expert analysis
- Federal tax cases, USCA, and IRS materials
- Historical stock quotes
- In-depth public records, including people finder tools, and real property records
- Estate planning news updates
Estate Planning Plans
There are two levels of coverage available. Choose the plan that best meets your needs.
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Estate Planning Form Finder
A comprehensive set of forms, checklists, and clauses speeds up the important step of determining the clients' plans for passing on the assets and estate valuation
Analytical Materials
Determine the most favorable estate plan with a library of more than 30 state and general titles, including Advising the Elderly Client, and Bogert: Trusts and Trustees
Current Awareness
Stay on top of the latest developments using the well-known Koren – Estate and Personal Financial Planning Newsletter
Historical Stock Quotes
Take a look at historical stock quotes, as well as IRS Tables, Rates, and Publications for estate valuation
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Estate Planning Core, plus:
Tax Materials
Examine federal or state tax laws to determine the tax implications of various planning alternatives.
- Federal and state tax cases
- Internal revenue code
- State tax statutes
- IRS materials
Select Multistate Public Records
Find beneficiaries and identifying date-of-death value of assets quickly with:
- Asset Locator
- Real Property Valuation
- People Finder
Product Support
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Learn more about Westlaw Estate Planning Practitioner and how it can help you with
client intake and evaluation of assets; developing, drafting, and reviewing estate plans; and administering the estate.
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