Directory of Software Resources

Home > Society > Law > Products > Estate Planning and Administration > Software

Software and Web-based applications that assist in the preparation of documents, creation of estate plans, and administration of probate matters.

Resources in This Category

• Advanced Planning Solutions

  http://www.advancedplanningllc.com/
  Provides systems and tools to estate planning practitioners and their clients for funding living trusts.

• Cowles Legal Systems, Inc.

  http://www.cowleslegal.com/
  Legal software for drafting and funding trusts, wills, and other estate planning documents.

• Exhibit One Software

  http://www.exhibitonesoftware.com/
  Software for fiduciary accounting. TotalTrust is an accounting system for Windows that allows one to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.

• InsMark - Split-Dollar

  http://www.insmark.com/
  Software for use in estate planning.

• Lackner Group, Inc.

  http://www.lacknergroup.com/
  Software for Pennsylvania estate administration, including forms and inheritance tax resources.

• Legal Forms Online

  http://www.legalformsonline.com.au/
  Online software guides you through the process of making Australian legal documents including Statutory Declarations, Power of Attorney, and Enduring Power of Attorney.

• Leimberg.com

  http://www.leimberg.com/
  Software, PowerPoints, books, and DVDs for financial services professionals. Estate Planning software includes NumberCruncher, Charitable Financial Planner, and Life Settlement NumberCruncher.

• PerfectForm

  http://www.perfform.com/
  Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations.

• WealthCounsel LLC

  http://www.wealthcounsel.com/
  A document creation system for Wills and various Trusts including Special Needs Trusts. Includes Ancillary and supporting documents to help manage practices, from invoices and agreement letters to funding documents.

• Wills, Trusts, and Technology

  http://evans-legal.com/dan/wtt-new.html
  Comprehensive listing of software for estate planning, estate administration, and drafting wills and trusts, assembled by Dan Evans.

 

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