Estate Planning on Crack
Not simply a "best of" document assembly system built
by Basha, Wealth Transfer Planning provides everything you need in
one application for the management and efficient operation of estate
planning files.
The Interface
Wealth Transfer Planning comes with its own interface to create,
manage and track your files with a minimum of effort.
Starting Out
Starting and tracking a new document
Freedom of Choice
Choose from multitudes of variations, with on the fly advice
Customizable, Off the shelf!
Firm specific preferences & customizations
The Data Collections Begins
This is where the HotDocs document assembly engine takes over.
Every question asked is relevant - the user is never presented
with any extraneous fields to fill out. At every step, every
facet of the interview has dynamic help text to assist the user
in creating first draft documents that are as close to error
free as possible
Setting firm preferences
xxParagraph text here - followed by a br to clear
Your interview, your way
Enable or disable tutorial mode, customize your interview and more
Enter details once
Only ever once, and never ever again
Client Data
Centralized Data
Means that data entry, like collecting client information, is done all via one easy panel.
Contacts, Parties & Players
The Wealth Transfer Planning system contains leading edge HotDocs programming which simulates a contacts
database within the HotDocs platform itself. No more typing the same person's data over and over again to list
them as an executor and a trustee! Enter an entity's details once in the contacts database, and those details will
be accessible to you anywhere you are in the system. No matter whether you need to list them as a Trustee, Executor
or Beneficiary - their details are accessible on the fly from any dialog you may need them on.
Manage Relationships
Manage contacts, related parties and entities directly in your system, on the fly
Instead of re-typing entity information over and over again, it is entered once
and then re-used throughout the system. The contacts database provides a single interface to view all entities currently in the system.
Manage Entities
Party details - be as specific or vague as necessary
For each contact, you may enter as much information as you feel
necessary. Once you have filled out the dialog for each contact, that data will be
re-used by the system as necessary.
Re-Using Parties & Players
This screen shot shows the initial trustees dialog, where you can specify
which parties from your contacts database are trustees, and their associated powers, succession levels and more.
Having trouble?
Click for a drafting tip and receive all the help you need
Look for "Drafting Tip" buttons throughout the system. A single
click will bring up all the relevant help for your current section that you may ever need.
Re-use Data on the Fly
Once you have entered the relevant parties once, never retype the same data
From the contacts database, entering specific information is 2 clicks away! Simply
click the contact lookup list, select the appropriate entity, and click IMPORT! Done. No more data re-entry.
And again and again
No matter where you need to re-use it...
From Trustees and Executors to Beneficiaries, the contact system has you covered.
With our ILS Toolbar, you can quickly and easily customize your templates. Stock standard,
the product will ship with "Legal", "Standard" and "Custom" style sets, which can be tailored
specifically to suit your drafting and style presentation. In each of the style sets, a single click will
give you single, 1.5 or double line spacing.
