The Wills, Trusts and Estate Planning Software has been programmed to provide a unique editing environment allowing basic Will and Trust documents to be augmented with appropriate additional paragraphs to meet the individual needs of each customer. All this can be done with a minimum of formatting and editing. A folder of documents is created and maintained for each client by the software and kept track of within each clients data entry screen. The Estate Planning screen allows “What If Scenarios” to be developed and shown to the client with a minimun of preparation by the Attorney or staff.
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