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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;mso-fareast-language:EN-US">I asked my paralegal to obtain information and pricing about Wealth Counsel and Fore, which is merging all clients to ADAPT and no longer selling
their product. She came through with a one-page information sheet for me.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;mso-fareast-language:EN-US">If you would like the information, I can forward to you – send me an email. I would love to join a group on this as well as I am considering the
monthly subscription.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-fareast-language:EN-US">Dalynne Singleton</span></i></b><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-fareast-language:EN-US">Gourley Law Group</span></b><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-fareast-language:EN-US">Snohomish Escrow</span></b><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-fareast-language:EN-US">The Exchange Connection</span></b><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-fareast-language:EN-US">1002 10<sup>th</sup> Street / PO Box 1091</span><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-fareast-language:EN-US">Snohomish, WA 98291</span><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-fareast-language:EN-US">360.568.5065</span><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-fareast-language:EN-US">360.568.1717 fax</span><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-family:"Arial",sans-serif;color:#0563C1;mso-fareast-language:EN-US"><a href="mailto:dalynne@glgmail.com" target="_blank"><span style="color:#0563C1">dalynne@glgmail.com</span></a></span></u><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-family:"Arial",sans-serif;color:#0563C1;mso-fareast-language:EN-US">Website:
<a href="http://www.glglawgroup.com/" target="_blank">www.glglawgroup.com</a></span></u><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;mso-fareast-language:EN-US">Attorney/client meetings will be handled by teleconference or virtually whenever possible. I am available
by email, telephone, in-person or zoom. If you would like to set a conference with me, please call or email my paralegal
<a href="mailto:theresa@glgmail.com" target="_blank">theresa@glgmail.com</a>, <a href="mailto:angelina@glgmail.com">
angelina@glgmail.com</a> or <a href="mailto:cameron@glgmail.com">cameron@glgmail.com</a>.
</span><span style="font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><i><span style="font-size:11.0pt;font-family:"Californian",serif;color:black;mso-fareast-language:EN-US">LICENSED</span></i><i><span style="font-family:"Californian",serif;color:black;mso-fareast-language:EN-US">
IN WASHINGTON AND OREGON</span></i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black;mso-fareast-language:EN-US">IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying
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<span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black;mso-fareast-language:EN-US"><img border="0" width="155" height="120" style="width:1.6145in;height:1.25in" id="gmail-m_4512091365439188679Picture_x0020_2" src="cid:image001.png@01D8F44D.F1ABB1D0"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black;mso-fareast-language:EN-US"><img border="0" width="84" height="120" style="width:.875in;height:1.25in" id="Picture_x0020_2" src="cid:image002.gif@01D8F44D.F1ABB1D0">
</span><span style="color:black"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.superlawyers.com_redir-3Fr-3Dhttp-3A__www.superlawyers.com_washington_lawyer_Gary-2DManca_ca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402.html-26c-3Demail-5FSmall-5Fbadge-26i-3Dca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402&d=DwMGaQ&c=4VfW4Y7UDKzr0jHM1Tk29w&r=wJy-5dBh2e8cdp8KTDyWsjq7WPfG_HRNpImWO5yfs2A&m=FCmO2jSMMhwxfYb-8WN5A3L-M6GKeJ_8gc6cS3vECHM&s=z2j9M4GPJAL7pempIOe0TGAPkMWrzXJSlY1lyMRDlRg&e=" title=""Visit the official website of Super Lawyers" t "><span style="font-family:"Times New Roman",serif;border:none windowtext 1.0pt;padding:0in;mso-fareast-language:EN-US;text-decoration:none"><img border="0" width="100" height="32" style="width:1.0416in;height:.3333in" id="gmail-m_4512091365439188679Picture_x0020_3" src="cid:image003.png@01D8F44D.F1ABB1D0" alt="Rated by Super Lawyers"></span></a></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Julie Martiniello<br>
<b>Sent:</b> Wednesday, November 9, 2022 3:07 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Estate planning software recommendation<o:p></o:p></span></p>
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<p class="MsoNormal">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. <o:p></o:p></p>
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<p class="MsoNormal">On Wed, Nov 9, 2022 at 3:01 PM Anna Van Pelt <<a href="mailto:anna@vanpeltlegal.com">anna@vanpeltlegal.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Hi Ann,<o:p></o:p></p>
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<p class="MsoNormal">I'd be interested in a wealthcounsel drafting sub-thread. I'm already intrigued about your shortening setting. <o:p></o:p></p>
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<p class="MsoNormal">Cheers,<o:p></o:p></p>
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<p class="MsoNormal">Anna<br clear="all">
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<p class="MsoNormal">Van Pelt Law <o:p></o:p></p>
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<p class="MsoNormal">(206) 635-7250<o:p></o:p></p>
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<p class="MsoNormal"><a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.vanpeltlegal.com%2F&data=05%7C01%7Cdalynne%40glgmail.com%7Cf600aee0ecf44d2470ed08dac2a7a03f%7Cebbf337fee3b4dd681791c2ed72652b1%7C0%7C0%7C638036322475168989%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=fzrypkI%2Br4stCXV580IkznvtvbgFrTjI6hy%2FKwBk50M%3D&reserved=0" target="_blank">www.vanpeltlegal.com</a><o:p></o:p></p>
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<p class="MsoNormal"><img border="0" width="200" height="80" style="width:2.0833in;height:.8333in" id="_x0000_i1032" src="https://ci3.googleusercontent.com/mail-sig/AIorK4x-0Gwj3vDXXDh-rid9i6GPCAcUcMLnBIfy0hf0sskwmqXXZzlZ7LXE-Zw1OXwrladcR4LZBDM"><o:p></o:p></p>
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<p><b><i><span style="font-size:10.0pt;color:black">CONFIDENTIALITY NOTICE: </span></i></b><i><span style="font-size:7.5pt;color:black"><br>
</span></i><span style="font-size:8.0pt;color:black">This communication (including any attachments) is confidential and may contain legally privileged information. If you are not the intended recipient or believe that you may have received this communication
in error, please delete this communication from your computer and do not retransmit, copy, print or otherwise disseminate this communication.</span><span style="font-size:9.5pt"><o:p></o:p></span></p>
<p><b><i><span style="font-size:10.0pt;color:black">ATTORNEY-CLIENT RELATIONSHIP:<br>
</span></i></b><span style="font-size:8.0pt;color:black">This e-mail does not in any way intend to provide legal advice to be relied upon by any recipient and does not create any duty or obligation for legal representation on behalf of the sender Van Pelt Law
& Mediation PLLC on behalf of the recipient of this e-mail without a written engagement agreement.</span><span style="font-size:9.5pt"><o:p></o:p></span></p>
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<p class="MsoNormal">On Wed, Nov 9, 2022 at 11:26 AM Ann Manley <<a href="mailto:ann@manleyfirm.com" target="_blank">ann@manleyfirm.com</a>> wrote:<o:p></o:p></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). <o:p></o:p></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?<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Ann Manley, Esq.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The Manley Law Firm, P.S., Inc.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">PO Box 16324</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Seattle, WA 98116</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">(206)292-3064 / (206)292-3914 fax</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.manleyfirm.com%2F&data=05%7C01%7Cdalynne%40glgmail.com%7Cf600aee0ecf44d2470ed08dac2a7a03f%7Cebbf337fee3b4dd681791c2ed72652b1%7C0%7C0%7C638036322475168989%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=TzqDBqMEjKOj9QnveWSIw8EsxcjgdQAfZWbjT4npPns%3D&reserved=0" target="_blank">www.manleyfirm.com</a></span><o:p></o:p></p>
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<p><b><i><span style="font-size:10.0pt;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><o:p></o:p></p>
<p><i><span style="font-size:8.0pt;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><o:p></o:p></p>
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If you have received this communication in error, please immediately notify the sender.</span></b><o:p></o:p></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:<o:p></o:p></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:black">Hi Candace,<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:black">Wealth Counsel is very good. A bit more expensive that Fore, but well worth it. <o:p></o:p></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-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Garamond",serif;color:black">Managing Attorney</span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Garamond",serif;color:black">Zenith Law Group, PLLC</span></b><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;color:black">4320 196th St. SW B-712</span></b><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Garamond",serif;color:black">Lynnwood, WA 98036</span></b><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;color:black">Phone/Fax: (425) 822-6311</span></b><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;color:black">Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland, Lynnwood, Mt. Vernon, Renton, downtown Seattle</span></b><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;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> <o:p></o:p></p>
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<p>Hello Listmates,<o:p></o:p></p>
<p> <o:p></o:p></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?
<o:p></o:p></p>
<p> <o:p></o:p></p>
<p>Thanks for any thoughts, and apologies if this has been discussed recently; I don$B!G(Bt remember if so.<o:p></o:p></p>
<p> <o:p></o:p></p>
<p>Best,<o:p></o:p></p>
<p>Candace Wilkerson<o:p></o:p></p>
<p> <o:p></o:p></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><o:p></o:p></p>
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<p><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media</span><o:p></o:p></p>
<p><span style="font-size:10.0pt;color:black">Candace Wilkerson<b> |</b> Senior Associate</span><b><span style="font-size:10.0pt;color:red"> </span></b><b><span style="font-size:10.0pt;color:#484848">|
</span></b><span style="font-size:10.0pt;color:black">Wong Fleming </span><o:p></o:p></p>
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