Software and Web-based applications that assist in the preparation of documents, creation of estate plans, and administration of probate matters.
Advanced Planning Solutions
Provides systems and tools to estate planning practitioners and their clients for funding living trusts.
Cowles Legal Systems, Inc.
Legal software for drafting and funding trusts, wills, and other estate planning documents.
Exhibit One Software
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
Software for use in estate planning.
Lackner Group, Inc.
Software for Pennsylvania estate administration, including forms and inheritance tax resources.
Legal Forms Online
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
Software, PowerPoints, books, and DVDs for financial services professionals. Estate Planning software includes NumberCruncher, Charitable Financial Planner, and Life Settlement NumberCruncher.
PerfectForm
Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations.
WealthCounsel LLC
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
Comprehensive listing of software for estate planning, estate administration, and drafting wills and trusts, assembled by Dan Evans.
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Last update:
March 20, 2015 at 23:41:25 UTC
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