Estate Planning

Drafting Wills, Powers of Attorney, Codicils and even Trust Agreements, can be a lengthy and tedious.  And not very profitable.  For most firms, drafting Wills and other Estate Planning documents is a loss leader.   The problem of course, is that law firms are not non-profit organizations.

Estate Planning is a software tool for lawyers and their staff which allow the automation of virtually any type of estate planning document (Wills, POA's, reporting letters, etc).  Using the software, standard wills including client-specific information into standard clauses, can be merged in less than 1 minute.  The resulting document is completely formatted, includes client, representative and beneficiary information, as applicable, and may only need fine tuning based on the clients unique circumstances. Other than that, the document is ready for presentation to the client and execution.  Best of all, your estates practice becomes more profitable.

What does the software cost?  Click here.

If you would like more information on Estate Planning, or have any questions for us, please fill out the contact form below.  Please make sure you mention you're asking about Estate Planning so we can have the right person get back to you promptly.

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We have been working with Emergent and Corporate Manager ET for over five years and use it to generate lists of corporations that require annual proceedings on a particular month, corporate information summaries, Articles, share certificates, EPL forms and much more. The software easily allows me to produce ledgers, registers and share certificates and e-mail them to the lawyer within...Read More

Helen Nicholls