[WSBAPT] WILLS TRUST AND ESTATE PLANNING SOFTWARE QUESTIONS

Tue Jan 31 15:16:08 PST 2023

Hello Colleagues,

I am considering a subscription to the new ADAPT cloud-based Estate Planning Software and I am wondering if anyone here has any experience that they are willing to share. Is the program reliable or are there kinks that need to be worked out? Is there reliable customer support to address issues?

Any input is much appreciated.

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

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________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Christie Martin <christie at cascadialawyers.com>
Sent: Tuesday, November 15, 2022 3:38 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate planning software recommendation

Fore turned into Adapt – we love it!  All states and regular rules updates!

Christie L. Martin | Martin & Richards, PLLC

Attorney at Law

* Licensed in Oregon and Washington

MAILING ADDRESS:

1211 Daniels Street, #830

Vancouver, WA 98666

TELEPHONE NUMBERS:

503-334-0443 (Portland)

360-326-0140 (Southwest Washington)

541-241-7673 (Central Oregon)

FACSIMILE: 866-667-0510

www.cascadialawyers.com

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Fern Herbert <fern at zenith-lawgroup.com>
Date: Wednesday, November 9, 2022 at 6:26 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate planning software recommendation

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.

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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<mailto:cwilkerson at wongfleming.com>

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