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<p class="MsoNormal">We are also using it and we used their predecessor. Ask off line for any info.<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">______________________________________<o:p></o:p></span></b></p>
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<p class="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
& Richards, </span></b><b><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#7F7F7F">PLLC</span></b><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#7F7F7F">Attorney at Law<o:p></o:p></span></b></p>
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<p class="MsoNormal"><b><i><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#7F7F7F">* Licensed in Oregon and Washington</span></i></b><span style="color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">WASHINGTON MAILING ADDRESS:</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">1211 Daniels Street, #830</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">Vancouver, WA 98666</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">OREGON MAILING ADDRESS:</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">694 N. Larch Street, #2351</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">Sisters, OR 97759</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">TELEPHONE NUMBERS:</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">360-326-0140 (Southwest Washington)</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">541-241-7673 (Central Oregon)</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">503-334-0443 (Portland)</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">FACSIMILE: 866-667-0510</span><span style="font-size:12.0pt;color:#212121"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"><a href="http://www.cascadialawyers.com"><span style="color:#0078D7">www.cascadialawyers.com</span></a><o:p></o:p></span></b></p>
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NOTICE: This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by reply email and immediately delete the message and any attachments without copying or disclosing the contents.
Thank you.</span><span style="color:black"><o:p></o:p></span></p>
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<p class="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">Fern Herbert <fern@zenith-lawgroup.com><br>
<b>Date: </b>Tuesday, January 31, 2023 at 3:16 PM<br>
<b>To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>, Christie Martin <christie@cascadialawyers.com><br>
<b>Subject: </b>Re: WILLS TRUST AND ESTATE PLANNING SOFTWARE QUESTIONS<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;color:black">Hello Colleagues,<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;color:black">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? <o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;color:black">Any input is much appreciated. <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-size:12.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"garamond",serif;color:black">Managing Attorney</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
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<p class="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"><o:p></o:p></span></p>
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<p class="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"><o:p></o:p></span></p>
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<p class="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"><o:p></o:p></span></p>
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<p class="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"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland, Lynnwood, Mt. Vernon, Renton, downtown Seattle</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
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<p class="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
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.*</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
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<p class="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 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</span> <o:p>
</o:p></p>
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<p class="xmsonormal">Fore turned into Adapt – we love it! All states and regular rules updates!<o:p></o:p></p>
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<p class="xmsonormal"><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
& Richards, </span></b><b><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#7F7F7F">PLLC</span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#7F7F7F">Attorney at Law</span></b><o:p></o:p></p>
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<p class="xmsonormal"><b><i><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#7F7F7F">* Licensed in Oregon and Washington</span></i></b><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">MAILING ADDRESS:</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">1211 Daniels Street, #830</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">Vancouver, WA 98666</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">TELEPHONE NUMBERS:</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">503-334-0443 (Portland)</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">360-326-0140 (Southwest Washington)</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">541-241-7673 (Central Oregon)</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#75787B">FACSIMILE: 866-667-0510</span><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">www.cascadialawyers.com</span></b><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:10.5pt;color:black"><br>
NOTICE: This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by reply email and immediately delete the message and any attachments without copying or disclosing the contents.
Thank you.</span><o:p></o:p></p>
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<p class="xmsonormal" 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><o:p></o:p></p>
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<p class="xmsonormal" style="background:white"><span style="font-size:12.0pt;color:black">Hi Candace,</span><o:p></o:p></p>
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<p class="xmsonormal" style="background:white"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal" 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><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:13.5pt;font-family:"garamond",serif;color:black">Fern Herbert</span></b><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"garamond",serif;color:black">Managing Attorney</span><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:12.0pt;font-family:"garamond",serif;color:black">Zenith Law Group, PLLC</span></b><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:12.0pt;color:black">Business Mailing Address</span></b><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:12.0pt;color:black">4320 196th St. SW B-712</span></b><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:12.0pt;font-family:"garamond",serif;color:black">Lynnwood, WA 98036</span></b><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:12.0pt;color:black">Phone/Fax: (425) 822-6311</span></b><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:12.0pt;color:black">Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland, Lynnwood, Mt. Vernon, Renton, downtown Seattle</span></b><o:p></o:p></p>
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<p><span style="color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><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
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<p class="xmsonormal"><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> <o:p></o:p></p>
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<p class="xxmsonormal">Hello Listmates,<o:p></o:p></p>
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<p class="xxmsonormal">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?
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<p class="xxmsonormal">Thanks for any thoughts, and apologies if this has been discussed recently; I don’t remember if so.<o:p></o:p></p>
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<p class="xxmsonormal">Best,<o:p></o:p></p>
<p class="xxmsonormal">Candace Wilkerson<o:p></o:p></p>
<p class="xxmsonormal"> <o:p></o:p></p>
<p class="xxmsonormal"><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>
<p class="xxmsonormal"><b> </b><o:p></o:p></p>
<p class="xxmsonormal"><span style="color:#1F497D"><img border="0" width="206" height="61" style="width:2.1458in;height:.6354in" id="x_x_Picture_x0020_1" src="cid:image001.png@01D8F398.F12238C0"></span><o:p></o:p></p>
<p class="xxmsonormal"><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 class="xxmsonormal"><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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<p class="xxmsonormal"><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><o:p></o:p></p>
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