[WSBAPT] Estate planning software recommendation

[Ann Manley]

Per Wealthcounsel: 

WeathCounsel Cyber Monday

"We do have a Cyber Monday promotion available now that includes no initial fee and a month free if you schedule a demo by November 28th. Your demo just needs to be scheduled, not completed, by this date."

Ann Manley

Sent from my iPhone

> On Nov 8, 2022, at 2:45 PM, Candace Wilkerson <cwilkerson at wongfleming.com> wrote:
> 
> 
> 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
> 
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