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Hello Colleagues,</div>
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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? </div>
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Any input is much appreciated. </div>
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<div style="font-size:12pt"><font face="garamond,serif" size="4"><b><span style="color:rgb(0,0,0)">Fern Herbert</span></b></font></div>
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<div style="font-size:12pt"><font face="garamond,serif"><span style="color:rgb(0,0,0)">Managing Attorney</span></font></div>
<div style="font-size:12pt"><font face="garamond,serif"><span style="color:rgb(0,0,0)"><b>Zenith Law Group, PLLC</b></span></font></div>
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<div style="font-size:12pt"><b><span style="color:rgb(0,0,0)">4320 196th St. SW B-712</span><br>
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<div style="font-size:12pt"><font face="garamond,serif"><span style="color:rgb(0,0,0)"><b>Lynnwood, WA  98036</b></span></font></div>
<div style="font-size:12pt"><b style="font-size:12pt; font-style:inherit; font-variant-ligatures:inherit; font-variant-caps:inherit">Phone/Fax: (425) 822-6311</b><br>
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<div style="font-size:12pt"><b style="font-size:12pt; font-style:inherit; font-variant-ligatures:inherit; font-variant-caps:inherit">Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland, Lynnwood, Mt. Vernon, Renton, downtown Seattle</b></div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Christie Martin <christie@cascadialawyers.com><br>
<b>Sent:</b> Tuesday, November 15, 2022 3:38 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Estate planning software recommendation</font>
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<p class="x_MsoNormal"><b><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#1F497D">Christie L. Martin</span></b><b><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#75787B"> </span></b><b><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#7F7F7F">| Martin
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<p class="x_MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:12.0pt; color:black">From:
</span></b><span style="font-size:12.0pt; color:black">wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Fern Herbert <fern@zenith-lawgroup.com><br>
<b>Date: </b>Wednesday, November 9, 2022 at 6:26 AM<br>
<b>To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>Re: [WSBAPT] Estate planning software recommendation</span></p>
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<p class="x_MsoNormal" style="background:white"><span style="font-size:12.0pt; color:black">Hi Candace,</span></p>
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<p class="x_MsoNormal" style="background:white"><span style="font-size:12.0pt; color:black">Wealth Counsel is very good. A bit more expensive that Fore, but well worth it. </span></p>
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<p class="x_MsoNormal"><b><span style="font-size:13.5pt; font-family:"Garamond",serif; color:black">Fern Herbert</span></b><span style="font-size:12.0pt; color:black"></span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; font-family:"Garamond",serif; color:black">Managing Attorney</span><span style="font-size:12.0pt; color:black"></span></p>
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<p class="x_MsoNormal"><b><span style="font-size:12.0pt; font-family:"Garamond",serif; color:black">Zenith Law Group, PLLC</span></b><span style="font-size:12.0pt; color:black"></span></p>
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<p class="x_MsoNormal"><b><span style="font-size:12.0pt; color:black">4320 196th St. SW B-712</span></b><span style="font-size:12.0pt; color:black"></span></p>
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<p class="x_MsoNormal"><b><span style="font-size:12.0pt; font-family:"Garamond",serif; color:black">Lynnwood, WA  98036</span></b><span style="font-size:12.0pt; color:black"></span></p>
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<p class="x_MsoNormal"><b><span style="font-size:12.0pt; color:black">Phone/Fax: (425) 822-6311</span></b><span style="font-size:12.0pt; color:black"></span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; color:black">*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
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<p class="x_MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Candace Wilkerson <cwilkerson@wongfleming.com><br>
<b>Sent:</b> Tuesday, November 8, 2022 2:38 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Estate planning software recommendation</span> </p>
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<p class="x_xmsonormal">Hello Listmates,</p>
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<p class="x_xmsonormal">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? 
</p>
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<p class="x_xmsonormal">Thanks for any thoughts, and apologies if this has been discussed recently; I don’t remember if so.</p>
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<p class="x_xmsonormal">Best,</p>
<p class="x_xmsonormal">Candace Wilkerson</p>
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<p class="x_xmsonormal"><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></p>
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<p class="x_xmsonormal"><span style="color:#1F497D"><img width="206" height="61" id="x_x_Picture_x0020_1" style="width:2.1458in; height:.6354in" data-outlook-trace="F:1|T:1" src="cid:image001.png@01D8F398.F12238C0"></span></p>
<p class="x_xmsonormal"><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></p>
<p class="x_xmsonormal"><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></p>
<p class="x_xmsonormal"><span style="font-size:10.5pt; color:#7F7F7F"><img width="400" height="2" id="x_x_Picture_x0020_2" style="width:4.1666in; height:.0208in" data-outlook-trace="F:1|T:1" src="cid:image002.png@01D8F398.F12238C0"></span></p>
<p class="x_xmsonormal"><span style="font-size:10.0pt; color:black">9840 Willows Road NE, Suite 200 
</span><b><span style="font-size:10.0pt; color:#484848">| </span></b><span style="font-size:10.0pt; color:#484848"> </span><span style="font-size:10.0pt; color:black">Redmond, WA 98052</span><span style="font-size:10.0pt; color:#484848"><br>
</span><span style="font-size:10.0pt; color:black">Phone: 425.869.4040  </span><b><span style="font-size:10.0pt; color:#484848">|</span></b><span style="font-size:10.0pt; color:#484848"> 
</span><span style="font-size:10.0pt; color:black">Fax: 425.869.4050 <br>
</span><a href="mailto:cwilkerson@wongfleming.com"><span style="font-size:10.0pt">cwilkerson@wongfleming.com</span></a></p>
<p class="x_xmsonormal"><span style="font-size:10.5pt; color:black"><img border="0" width="400" height="2" id="x_x_Picture_x0020_3" style="width:4.1666in; height:.0208in" data-outlook-trace="F:1|T:1" src="cid:image002.png@01D8F398.F12238C0"></span></p>
<p class="x_xmsonormal"><span style="color:black; background:yellow">Please leave us a review on Google by
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<p class="x_xmsonormal"><span style="color:black; background:yellow">Please leave us a review on Yelp by
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