[WSBAPT] Estate planning software recommendation

Wed Nov 9 15:16:40 PST 2022

Roger -

Check out theformtool.com. They have document automation that works inside
of Word, with options from very basic to very sophisticated.

*Spencer A. W. Stromberg*
Attorney at Law

1403 S. Grand Blvd., Suite 201-S
Spokane, WA 99203-2278

P: 509.455.3713
D: 509.828.4644
F: +1.509.455.3718 (must dial 1 before area code)
E: spencer at lucentlaw.com

lucentlaw.com <https://www.lucentlaw.com/>
Facebook <https://www.facebook.com/lucentlaw>
LinkedIn <https://www.linkedin.com/company/lucent-law>
Twitter <https://twitter.com/LucentLaw>

CONFIDENTIALITY NOTICE: This email and any attachments are confidential and
may be protected by legal privilege. If you are not the intended recipient,
be aware that any disclosure, copying or distribution, or use of this email
or any attachment is prohibited. If you have received this email in error,
please notify me and delete it from your system.

On Wed, Nov 9, 2022 at 12:22 PM Roger Hawkes <roger at skyvalleylawyers.com>
wrote:

> 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
>
> Seattle, WA 98116
>
> (206)292-3064 / (206)292-3914 fax
>
> www.manleyfirm.com
>
> *The Manley Law Firm practice areas include Bankruptcy*, Estate Planning,
> Auto Accidents, Civil Litigation, Construction, Commercial and Contract
> Law, Employment Matters, Personal injury, Small Business, Unemployment
> Claims, Wage Loss and Compensation claims*
>
> ** The Manley Law Firm is a Debt Relief Agency. We help people file for
> bankruptcy relief under the Bankruptcy Code.*
>
> *This email and any files transmitted with it are privileged,
> confidential, and intended solely to whom they are addressed. Any
> unauthorized use, copying, review or disclosure is prohibited. If you have
> received this communication in error, please immediately notify the sender.*
>
>
>
>
>
> 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*
>
>
>
> *Business Mailing Address*
>
> *4320 196th St. SW B-712*
>
> *Lynnwood, WA  98036*
>
> *Phone/Fax: (425) 822-6311*
>
>
>
> *Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland,
> Lynnwood, Mt. Vernon, Renton, downtown Seattle*
>
>
>
> *The information is intended only for the use of the individual or entity
> to whom it is addressed. If you are not the intended recipient, or the
> employee or agent responsible for delivering it to the intended recipient,
> you are hereby notified that unauthorized viewing, dissemination,
> distribution or copying of this transmission is in violation of the
> Electronic Communications Privacy Act of 1986 (18 U.S.*C. § 2700 *et seq.)
> as well as Domestic and International Laws and Treaties. If you have
> received the communication in error, please immediately notify  Zenith Law
> Group by telephone call to (206) 686-7373.*
>
>
> ------------------------------
>
> *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
>
>
>
> **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.*
>
>
>
> Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
>
> Candace Wilkerson*  |* Senior Associate  *|  *Wong Fleming
>
> 9840 Willows Road NE, Suite 200  *| * Redmond, WA 98052
> Phone: 425.869.4040  *|*  Fax: 425.869.4050
> cwilkerson at wongfleming.com
>
> Please leave us a review on Google by clicking here
> <https://www.google.com/search?q=google+wong+fleming&rlz=1C1SQJL_enUS925US925&oq=google+wong+fleming&aqs=chrome..69i57j69i64.2183j1j4&sourceid=chrome&ie=UTF-8>
> .
>
> Please leave us a review on Yelp by clicking here.
> <https://www.yelp.com/biz/wong-fleming-redmond>
>
>
>
> Before proceeding, please note: If you are not a current client of Wong
> Fleming, please do not include any information in this e-mail that you or
> someone else considers to be of a confidential or secret nature. Wong
> Fleming has no duty to keep confidential any of the information you
> provide. Neither the transmission nor receipt of your information is
> considered a request for legal advice, securing legal services or retaining
> a lawyer. An attorney-client relationship with Wong Fleming or any lawyer
> at Wong Fleming is not established until and unless Wong Fleming agrees to
> such a relationship as reflected in a separate writing.
>
> IRS Circular 230 disclosure: To ensure compliance with requirements
> imposed by the IRS, we inform you that any U.S. federal tax advice
> contained in this communication (including any attachments) is not intended
> or written to be used, and cannot be used, for the purpose of (a) avoiding
> penalties under the Internal Revenue Code or (b) promoting, marketing or
> recommending to another party any transaction or matter addressed herein.
>
> THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN
> PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE
> PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED
> RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU
> ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS
> COMMUNICATION IS STRICTLY PROHIBITED
>
>
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20221109/62a17750/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 18978 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20221109/62a17750/image001-0001.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 151 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20221109/62a17750/image002-0001.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 5985 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20221109/62a17750/image003-0001.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.jpg
Type: image/jpeg
Size: 5042 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20221109/62a17750/image004-0001.jpg>