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Estate Planning and Administration
Open Directory - Society: Law: Products: Estate Planning and Administration: Software
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.
- Software, PowerPoints, books, and DVDs for financial services professionals. Estate Planning software includes NumberCruncher, Charitable Financial Planner, and Life Settlement NumberCruncher.
- Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations.
- 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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