[WSBAPT] Estate planning software recommendation

Wed Nov 9 12:16:43 PST 2022

Does anyone in this group know of a program that allows insertion of unique data in a file that then populates forms like Petitions with the unique data; preferably an inexpensive add on or included already in Office 365.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Wednesday, November 9, 2022 11:14 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate planning software recommendation

I also use Wealthcounsel. The documents that are produced are great, but lengthy (although I've learned a setting to use to shorten them a bit).

Would any other WC users be interested in starting an email or Facebook group to discuss drafting issues?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
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On Wed, Nov 9, 2022 at 6:31 AM Fern Herbert <fern at zenith-lawgroup.com<mailto:fern at zenith-lawgroup.com>> wrote:
Hi Candace,

Wealth Counsel is very good. A bit more expensive that Fore, but well worth it.

Fern Herbert
Managing Attorney
Zenith Law Group, PLLC

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> on behalf of Candace Wilkerson <cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>>
Sent: Tuesday, November 8, 2022 2:38 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Estate planning software recommendation

Hello Listmates,

My long-term estate planning software program, Foretrust, has turned into a monthly subscription plan with (apparently) lots of problems.  And we would prefer not to pay for a monthly subscription, just a software program with yearly updates.  We need a plan that has all 50 states..  Any referrals for a decent company that provides basic document drafting plus irrevocable trusts?

Thanks for any thoughts, and apologies if this has been discussed recently; I don’t remember if so.

Best,

Candace Wilkerson

*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m.  If you have an urgent matter outside that time period, please call our office at the number below.

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