Advanced Planning Solutions - http://www.advancedplanningllc.com
Provides systems and tools to estate planning practitioners and their clients for funding living trusts. |
Cowles Legal Systems, Inc. - http://www.cowleslegal.com/
Legal software for drafting and funding trusts, wills, and other estate planning documents. |
Exhibit One Software - http://www.exhibitonesoftware.com
Software for fiduciary accounting. TotalTrust is an accounting system for Windows that allows one to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. |
InsMark - Split-Dollar - http://www.insmark.com/
Software for use in estate planning. |
Lackner Group, Inc. - http://www.lacknergroup.com/
Software for Pennsylvania estate administration, including forms and inheritance tax resources. |
Perfect Probate - http://www.perfectprobate.com
Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations. |
WealthCounsel LLC - http://www.wealthcounsel.com/
A document creation system for Wills and various Trusts including Special Needs Trusts. Includes Ancillary and supporting documents to help manage practices, from invoices and agreement letters to funding documents. |
Wills, Trusts, and Technology - http://evans-legal.com/dan/wtt-new.html
Comprehensive listing of software for estate planning, estate administration, and drafting wills and trusts, assembled by Dan Evans. |