Trustandwill.com – „You need a will. We make things easy,” their slogan. Make a complete and legal will in less than 10 minutes. Streamlined processes to give you more time to enjoy your life and more money for causes you care about. The claim to „deal with lawyers so that you don`t have to”. They charge $89 for an individual and $129 for a couple, which includes a living trust. ILS combines the power of design management systems with HotDocs document compilation to provide the most comprehensive productivity system for lawyers. To contact InterActive LegalSuite support, send an email™ or visit clio@interactivelegal.com Help. Willing.com – Claims to make planning for the afterlife easy and convenient for individuals and the people who love them. „No waiting.

No legalese. Only user-friendly technology available 24/7, from anywhere,” is Willing.com`s value proposition. They claim to charge fair prices that everyone can afford, and their basic will is free. They offer more comprehensive plans at a fraction of the usual cost. Your maximum fee is $299. ILS lawyers and staff have always prioritized the needs of subscribers and their clients. ILS studies developments in law and offers possibilities and solutions before any other document collection system. The client onboarding system, which is used to create a specific set of planning documents for a client, provides the lawyer with specific advice in an easily understandable way.

Virtually all the options offered are accompanied by help texts to give the author advice on how to make the most appropriate choice for the client. In addition, the company`s mailing list is constantly peppered with insightful questions that ILS legal department as well as other subscribers answer. The most significant changes in the legal industry have nothing to do with law, but with technology. While many estate planning practitioners feel that opportunities have diminished due to the huge increase in estate tax exemption, technology has expanded the scope – provided the lawyer can provide services quickly and inexpensively. InterActive Legal, headquartered in Melbourne, Florida, is a technology company that offers products that enable estate planning lawyers and experienced lawyers to do so. Bloomberg BNA Software – A very comprehensive tax planning software typically used by accountants. The platform has a module that allows charity and donation planning. The learning curve is very complex and thorough, but it can be challenging. How to use InterActive LegalSuite with ClioInterActive LegalSuite™™™ Support Asset Map – A visual representation of current household members and their current financial instruments, including; Assets, liabilities, sources of income and insurance policies. This platform helps estate planners understand the overall household situation in order to promote appropriate and proactive advice. We call these intangible assets because these platforms are differentiators in a practice.

Using such platforms could mean the difference between someone choosing your practice and someone else. A system-based approach to document creation ensures consistency throughout your planning, and automatic updating means your documents are never obsolete or outdated. Practice Panther – A very comprehensive CRM that takes over much of the business management. It starts with managing your contacts, fiduciary and business accounts. The platform syncs with QuickBooks, tracks time, calendar, and emails (syncs with Gmail, Outlook, etc.). Practice Panther offers a customer portal, billing, admission forms and more. In a technological world, it can be difficult to keep up with all the software available. We`ve done our best to provide a neutral overview of some of the most popular and effective software platforms available today. There are hundreds of document vault platforms, almost too many to name here.

I`ve listed a few of them below. Most allow secure storage, sharing, and access to documents. Some are customer-oriented and others are professional. If you are deploying this service as a service, consider embedding a link for client access in your website. Some of these platforms don`t allow this, so make sure you do your homework. For more information, email us at info@yourefolio.com or visit www.yourefolio.com Clio – One of the most popular CRM tools for lawyers. Clio has everything you need to run a law firm from registration to invoice, with powerful tools to manage files, clients, documents, invoices, calendars, time tracking, reporting, and accounting. Here are some other popular safes you should consider.

DocuBank has been around for some time and offers its customers a medical card. Future Vault, Everplans, and Estate Map are great ways to engage clients and manage and manage estates. These software platforms do not necessarily plan, but serve as information aggregators. Unfortunately, most are also direct consumption options, so while they serve a purpose, they may not establish a lasting connection with the customer. Estate Gen – An organizational chart software for lawyers. With just a few simple steps, you`ll be well on your way to creating the most dynamic and intuitive estate planning flowcharts. While flowcharts can be created on Microsoft PowerPoint, Estate Gen is specific to estate planning and allows for better presentation. There are two reasons to use software. First of all, it is a necessity to do business. Platforms such as Microsoft Office and Customer Relationship Manager are now a necessity to operate in companies. While software can be a necessity, it doesn`t necessarily make you money, some are just the cost of the business. Secondly, there are software platforms that allow you to make money and grow your business.

These platforms are opportunity costs that could differentiate your charting practice and differentiate you from other professionals. It is essential to look at technology from this point of view. Zola Suite is pleased to announce its new partnership with InterActive Legal, the developer of document creation and automation software for estate planning and senior lawyers. Through this partnership, InterActive Legal subscribers and their colleagues will receive a special discount on the Zola suite. Yourefolio – A comprehensive platform that helps estate planners attract leads, attract new clients, analyze the estate, create a plan, facilitate reviews, communication, administration and billing. Yourefolio offers organizational charts, federal and state tax calculations, and even legacy planning. Aside from preparing documents, this platform has it all and can allow a lawyer to expand their reach geographically. Lawgic – Your documents claim to be written by nationally recognized estate planning experts, patented smart legal technology® programs use a question and answer session to guide you through the drafting process. Interactive Legal Suite (ILS) is a flexible and intuitive estate planning system that helps lawyers overcome complex planning challenges.

Family Wealth Map – Designed to manage information for large, complex estates. This platform gives the team the assurance that its members have the complete set of information. Customer information management or „PIO” is a new concept in the practice of private clients. This platform strives to collect, organize and communicate information. Because they specialize in this area, they have the technology and expertise to make CIM efficient and cost-effective. We hope this brief overview of estate planning technology will help you plan for the future. While we admit that some of these platforms are great, we don`t endorse any platform. Software solutions are not suitable for all people and practices.