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ProDoc® California Estate Planning Library, CD-ROM ed.

100006584
100006584
100006584
CD-ROM
Priced Per User

This library includes six volumes and three PowerPacks. The Lipman's Wills & Trusts volume provides forms for handling complex estate planning matters. The Probate volume includes notices, accountings, California Judicial Council and select county forms, and more. The Conservatorships and Guardianships volumes contain Judicial Council and select county forms. The Small Estate Wills volume provides forms for representing clients with simpler tax-planning needs. The Attorney-Client Matters volume contains forms for routine client communications. The Conservatorships, Guardianships, and Probate PowerPacks facilitate calculations and manage asset lists and inventories. Free training, customer support, and online updates are included with your subscription.

Features

  • Helps you draft estate planning documents more efficiently by completing repetitive and mundane paperwork for you
  • Features a timesaving integrated system enter client/case data once per case and generate multiple documents from that data
  • Allows you to customize forms groups that can be accessed and filled out simultaneously to save time
  • Automatically populates client and case information, merges data, and more
  • Saves hours of time and overhead expense; makes your practice more efficient
  • Helps you avoid embarrassing errors in your documents, including mismatched pronouns and leftover clauses from other documents
  • Ensures that your forms are always current with frequent online updates
  • Is easy to use: You can complete your first document in just 15 minutes