4. Wills and Trusts

The Wills and Trusts 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.

If you have questions, please call 978-779-5043 or enter your question below. We will reply to you by e-mail or by phone if you leave your number.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: