[WSBAPT] Estate planning software recommendation

Wed Nov 9 14:57:58 PST 2022

Hi Ann,

I'd be interested in a wealthcounsel drafting sub-thread. I'm already
intrigued about your shortening setting.

Cheers,
Anna

Van Pelt Law
(206) 635-7250
www.vanpeltlegal.com

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On Wed, Nov 9, 2022 at 11:26 AM Ann Manley <ann at manleyfirm.com> wrote:

> 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
> Seattle, WA 98116
> (206)292-3064 / (206)292-3914 fax
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> On Wed, Nov 9, 2022 at 6:31 AM Fern Herbert <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 <
>> wsbapt-bounces at lists.wsbarppt.com> on behalf of Candace Wilkerson <
>> cwilkerson at wongfleming.com>
>> *Sent:* Tuesday, November 8, 2022 2:38 PM
>> *To:* WSBA Probate & Trust Listserv <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
>>
>>
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