Used Estate Planning Software for Windows?


Estate Planning Software Analysis

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Not written by CNET Staff.

Estate Planning Software is designed for legal professionals seeking to enhance their productivity in preparing estate plans. This trial version offers a range of features including customizable templates, automated document generation, and integrated checklists to ensure no critical steps are missed. Users can create wills, trusts, and other essential documents efficiently, which can save time and reduce errors in legal documentation.

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The program also includes user-friendly navigation and a straightforward interface, making it accessible for both seasoned professionals and those new to estate planning. Additionally, it provides tools for managing client information and tracking the progress of various cases. Overall, this software aims to simplify the complexities of estate planning while ensuring compliance with legal standards.


Used Estate Planning Software for Windows?


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Full Specifications

GENERAL
Release
Latest update
Version
5.46
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows NT
  • Windows 98
  • Windows 7
  • Windows 8
  • Windows XP
  • Windows ME
  • Windows 10
  • Windows 2003
  • Windows Vista
  • Windows Server
  • Windows 2000
Additional Requirements
None
POPULARITY
Total Downloads
37
Downloads Last Week
1

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Program available in other languages


Last Updated


Developer’s Description

Create professional, customized, state specific estate planning documents for your clients.
Quickly and easily create professional, customized, state specific estate planning documents for your clients! (Available in all 50-states.)

Completely redesigned, Version 5.0 incorporates many new features and utilizes state-of-the-art document assembly technology to provide a flexible and individually customized estate planning package for each and every client.

Designed to be compatible with all word processing programs and runs on computers with Microsoft Windows. Simply answer questions on screen to tailor your clients' estate documents. Each document can be customized or edited as needed.

Last Will Software BONUS WITH PURCHASE ($99 VALUE)

Quickly and easily create a Last Will and Testament, Living Will, Advanced Health Care Directive (California), Durable General Power of Attorney, Durable Power of Attorney for Health Care (California), Medical Information Disclosure Authorization (HIPAA), Medical Power of Attorney for Health Care/Medical Directive, Statement of Wishes as well as Tangible Personal Property Inventory form.


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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Law Firm Software, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.