Estate Planing Software


License: Free to try
Downloads: 4
Op. System: Windows XP/2000/98/Me/NT/CE
Last updated: 2008-05-27
File size: 3 MB
Publisher: Ruth Technology Corporation
Related software:

Publisher description for Estate Planing Software

Estate Planing Software program icon

Quickly and easily create professional, customized, state specific estate planning documents for your clients! (Available in all 50-states.) Completely redesigned, Version 5.0 incorporates many new features and utilizes state-of-the-art document assembly technology to provide a flexible and individually customized estate planning package for each and every client. Designed to be compatible with all word processing programs and runs on computers with Microsoft Windows. Simply answer questions on screen to tailor your clients??? estate documents. Each document can be customized or edited as needed. Quickly and easily create a Last Will and Testament, Living Will, Advanced Health Care Directive (California), Durable General Power of Attorney, Durable Power of Attorney for Health Care (California), Medical Information Disclosure Authorization (HIPAA), Medical Power of Attorney for Health Care/Medical Directive, Statement of Wishes as well as Tangible Personal Property Inventory form. All documents were created by a group of estate planning attorneys, for attorneys. Years of research and development have been invested in this new release. Trust Documents Single Grantor Trust Joint Grantor Trust Joint Grantor Trust with Q-Tip Provisions Memorandum of Trust Medical Information Disclosure Information (HIPAA) Schedule of Assets of Trust A Comprehensive Client Questionnaire Wills and Powers of Attorney Living Will Pour-Over Will Durable General Powers of Attorney Medical Powers of Attorney for Health Care/Medical Directive Optional Transfer Documents and Guidelines.

Add your review

User reviews