<div dir="ltr"><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">Roger -</div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">Check out <a href="http://theformtool.com">theformtool.com</a>. They have document automation that works inside of Word, with options from very basic to very sophisticated. </div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><br></div><div style="color:rgb(0,0,0)"><font face="arial, sans-serif"><b>Spencer A. W. Stromberg</b><br></font></div><div style="color:rgb(0,0,0)"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><font face="arial, sans-serif">Attorney at Law</font></div><div dir="ltr"><font face="arial, sans-serif"><br></font><div></div><div><font face="arial, helvetica, sans-serif"><img width="200" height="36" src="https://ci3.googleusercontent.com/mail-sig/AIorK4wMRe_ukoUDSfEk1B9GOtzEv1ZmETJ5W4aT8G-i1q6fL7AkhPL9-7Q-uOEqpeS39zB_6R0N47HVfeKJTfKSM6im7XYlsivfchznVeSWqQ"><br></font></div><div></div><div><font face="arial, sans-serif">1403 S. Grand Blvd., Suite 201-S<br></font></div><div><font face="arial, sans-serif">Spokane, WA<span> 99203-2278</span></font></div><div><font face="arial, sans-serif"><br>P:<span> 509.455.3713</span><br>D:<span> 509.828.4644</span><br>F:<span> +1.509.455.3718 (must dial 1 before area code)</span></font></div><div><font face="arial, sans-serif"><span style="font-size:12.8px">E: </span><a href="mailto:spencer@lucentlaw.com" style="color:rgb(17,85,204);font-size:12.8px" target="_blank">spencer@lucentlaw.com</a><br></font></div><div><div style="font-size:12.8px"><font face="arial, sans-serif"><br></font></div><div style="font-size:12.8px"><font face="arial, sans-serif"><a href="https://www.lucentlaw.com/" style="color:rgb(17,85,204)" target="_blank">lucentlaw.com</a></font></div><div style="font-size:12.8px"><a href="https://www.facebook.com/lucentlaw" target="_blank">Facebook</a><br></div><div style="font-size:12.8px"><a href="https://www.linkedin.com/company/lucent-law" target="_blank">LinkedIn</a><br></div><div style="font-size:12.8px"><a href="https://twitter.com/LucentLaw" target="_blank">Twitter</a><br></div><div style="font-size:12.8px"><br></div><div style="font-size:12.8px"><div><font face="arial, sans-serif"><span style="font-size:x-small">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.</span></font><font color="#262626" face="verdana, sans-serif"><span style="font-size:13px;line-height:16px"><i><br></i></span></font></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Nov 9, 2022 at 12:22 PM Roger Hawkes <<a href="mailto:roger@skyvalleylawyers.com">roger@skyvalleylawyers.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-6079471062740074624">
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<p class="MsoNormal">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.<u></u><u></u></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Ann Manley<br>
<b>Sent:</b> Wednesday, November 9, 2022 11:14 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Estate planning software recommendation<u></u><u></u></p>
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<p class="MsoNormal">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). <u></u><u></u></p>
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<p class="MsoNormal">Would any other WC users be interested in starting an email or Facebook group to discuss drafting issues?<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">Ann Manley, Esq.</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">The Manley Law Firm, P.S., Inc.</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">PO Box 16324</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">Seattle, WA 98116</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">(206)292-3064 / (206)292-3914 fax</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif"><a href="http://www.manleyfirm.com" target="_blank">www.manleyfirm.com</a></span><u></u><u></u></p>
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<p><b><i><span style="font-size:10pt;font-family:Arial,sans-serif">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</span></i></b><u></u><u></u></p>
<p><i><span style="font-size:8pt;font-family:Arial,sans-serif">* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.</span></i><u></u><u></u></p>
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If you have received this communication in error, please immediately notify the sender.</span></b><u></u><u></u></p>
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<p class="MsoNormal">On Wed, Nov 9, 2022 at 6:31 AM Fern Herbert <<a href="mailto:fern@zenith-lawgroup.com" target="_blank">fern@zenith-lawgroup.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:12pt;color:black">Hi Candace,<u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:12pt;color:black">Wealth Counsel is very good. A bit more expensive that Fore, but well worth it. <u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:13.5pt;font-family:Garamond,serif;color:black">Fern Herbert</span></b><span style="font-size:12pt;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Garamond,serif;color:black">Managing Attorney</span><span style="font-size:12pt;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:12pt;font-family:Garamond,serif;color:black">Zenith Law Group, PLLC</span></b><span style="font-size:12pt;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:12pt;color:black">4320 196th St. SW B-712</span></b><span style="font-size:12pt;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:12pt;font-family:Garamond,serif;color:black">Lynnwood, WA 98036</span></b><span style="font-size:12pt;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:12pt;color:black">Phone/Fax: (425) 822-6311</span></b><span style="font-size:12pt;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:12pt;color:black">Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland, Lynnwood, Mt. Vernon, Renton, downtown Seattle</span></b><span style="font-size:12pt;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Candace Wilkerson <<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a>><br>
<b>Sent:</b> Tuesday, November 8, 2022 2:38 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Estate planning software recommendation</span> <u></u><u></u></p>
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<p>Hello Listmates,<u></u><u></u></p>
<p> <u></u><u></u></p>
<p>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?
<u></u><u></u></p>
<p> <u></u><u></u></p>
<p>Thanks for any thoughts, and apologies if this has been discussed recently; I don’t remember if so.<u></u><u></u></p>
<p> <u></u><u></u></p>
<p>Best,<u></u><u></u></p>
<p>Candace Wilkerson<u></u><u></u></p>
<p> <u></u><u></u></p>
<p><b><i>*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.</i></b><u></u><u></u></p>
<p><b> </b><u></u><u></u></p>
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<p><span style="font-size:10pt;font-family:Tahoma,sans-serif;color:black">Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media</span><u></u><u></u></p>
<p><span style="font-size:10pt;color:black">Candace Wilkerson<b> |</b> Senior Associate</span><b><span style="font-size:10pt;color:red"> </span></b><b><span style="font-size:10pt;color:rgb(72,72,72)">|
</span></b><span style="font-size:10pt;color:black">Wong Fleming </span><u></u><u></u></p>
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<b><span style="font-size:10pt;color:rgb(72,72,72)">| </span></b><span style="font-size:10pt;color:rgb(72,72,72)"> </span><span style="font-size:10pt;color:black">Redmond, WA 98052</span><span style="font-size:10pt;color:rgb(72,72,72)"><br>
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