[WSBAPT] Estate planning software recommendation

Wed Nov 9 15:06:43 PST 2022

I use wealth counsel as well and would love to join a group. I have also
customized the documents to be tailored to my liking and length as well.

On Wed, Nov 9, 2022 at 3:01 PM Anna Van Pelt <anna at vanpeltlegal.com> wrote:

> 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
>> www.manleyfirm.com
>>
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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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