Practical Planning Systems, a premier Idaho-based software developer, has announced a new release of their — estate planning software. The software is aimed at helping estate planning attorneys improve their efficiency in drafting documents for their clients as well as giving them access to the resources they need to create the best possible plans for the families who use their services. More information about the software and its pricing are available at the Practical Planning Systems website.
Kim Mayberry, a representative of Practical Planning Systems, stated “While most estate planning attorneys love what they do, many of them would admit that their current document drafting process is too tedious. They often find that they’re having to go through too many questions that are irrelevant to their process and don’t have anything to do with a particular client’s life situation. Our software aims to remedy that problem, using our proprietary Practical Interview and Scenario Builder features to ensure that attorneys can draft documents in 10 questions or less. This, in turn, greatly improves their efficiency and streamlines the entire process for both the attorney and the client.”
In addition to allowing estate planning attorneys to draft straightforward documents with easily-comprehensible language using 10 questions or less, the Practical Planning estate planning system also gives attorneys access to a plethora of resources that make the planning process easier for their clients. These resources cover topics related to families with special circumstances (such as blended families, problem heirs, and couples with young children) as well as information about tax options and other financial issues.
As Mayberry goes on to say, “Simply put, our trust software for Lawyers is here to make life easier for estate planning attorneys and give them the tools to serve their clients in excellence. The best part about it is that these professionals can gain access to our system for one low monthly fee. No matter what level of service they choose, we’re making this software affordable for attorneys to get their hands on so that they can take their practice to the next level.”
About Practical Planning Systems:
Practical Planning Systems provides estate planning software for attorneys. With an eye toward improving efficiency and giving attorneys what they need to succeed, the software developers have included automated will and trusts documents, web interview for clients, and education in each package.
Release ID: 133675