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LawBuys Legal Software Marketplace
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Wills, Trusts, Estates, and Probate Legal Software (15 items)
Page 1 of
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ProBATE
Estate Plan Plus
Estate planning is a very
complex subject. The key is to have a software program that is
extensive enough for you and yet, generate information that
your client can read, relate to and most of all, utilize. If
that's what you are looking for, then Estate Plan Plus is for
you. Estate Plan Plus presents an in-depth look
at proper estate planning. No longer will you have to rely on
multiple computer programs to perform various estate planning
calculations.
Estate Plan Plus offers GRAT, GRUT, and GRIT/QPRT
calculations, charitable lead and remainder trusts; family
limited partnerships; up to ten plan comparisons, and much
more. No other estate planning program gives you the
ablity to perform such comprehensive and sophisticated
calculations and planning techniques. By taking advantage of
the Window95 interface, we have developed a powerful estate
planning program that is the most comprehensive of its kind.
Estate Plan Plus also includes our Visual Estate Plus program.
Use this program as a planning and presentation tool to help
clients "visualize" the positive effects of estate
planning.
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ProBATE
Plus v4.0
Fiduciary accounting. It even sounds
difficult . . . unless, of course, you own ProBATE Plus!
ProBATE Plus is a fiduciary accounting program for estates and
trusts that will turn the accounting portion of your practice
into a profit center. ProBATE Plus lets you enter data
once and it automatically reports that information on all
necessary schedules. This eliminates hours of duplicated work,
therefore maximizing your time. It keeps track of all the
details: assets, liabilities, receipts, inventory,
disbursements, distributions, and much more.
ProBATE Plus also offers a securities valuation link to quickly
import security information to your proper reports. Reports -
which can be modified - are then quickly and easily generated
saving hours of preparation time. Further, you can export
specific data to both 706 Plus and 1041 Plus programs saving
you valuable time.
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Cowles
Trust Plus Comprehensive Estate Planning System
(Formerly, Cowles 2000
Comprehensive Estate Planning System)
This system has been developed, refined, and proven successful
over the past fourteen years, and has been the foundation of
practices consistently grossing $30,000-$40,000+ monthly OR
generating full time income levels with 2-3 work days per
week!
Every facet of the estate planning practice has been analyzed
and streamlined for the greatest benefit to clients and
efficiency and profitability for the attorney. Utilize these
techniques and tools to enjoy a very profitable practice with
appreciative, satisfied clients while maintaining balance in
your life!!
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Cowles
TrusTerminator System
For terminating the revocable living trust. The system
provides step-by-step guidance to minimize the risk that a
detail could be forgotten and allows for a simple click of the
mouse to obtain correspondence, informational handouts,
documents such as disclaimers, trustee resignation, creditor
correspondence, valuation correspondence (including a database
of third parties such as bankers, appraisers and brokers,
etc.), and more.
Imagine completing the initial phone call with the successor
trustee and, in less than five minutes, being ready to mail a
detailed letter of condolence confirming the appointment that
was scheduled, providing information on what to bring to the
appointment and enclosing an easy-to-understand handout for
the benefit of family members. Prior to the initial
appointment, your TrusTerminator® system will
generate all authorization forms, the SS-4 to expedite
obtaining a tax ID number, and a customized worksheet
providing the exact information needed at the initial
appointment allowing you to enter the appointment with clear
direction. Immediately following the initial appointment, the
system will generate a detailed letter summarizing the
appointment and outlining steps to be taken by the law office
and by the trustee. Every aspect of the trust termination is
proceduralized in this way allowing you to concentrate on
serving the client, from initial phone call through final
accounting and distribution of assets.
TrusTerminator® provides total systemization for
the entire trust termination process. Help families in a time
of need and develop this area of practice which is so highly
in demand.
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ZANE/Fiduciary
Accounting System (FAS)
Comprehensive, yet easy to use.
FAS integrates probate court accounting, inventory, a fiduciary
calendar, 706, 1041, management reports, on-line securities
valuation, periodic trustee/executor statements, cash and
securities reconciliation, and more.
Basis information is tracked for both accounting and tax. For
accounting purposes, the system uses average cost while using
FIFO and specific lot identification for income taxes. Trusts
allow the original tax basis and date acquired to be input for
tax purposes. When the settlement and trade dates differ, the
system allows entry of both. It allows for non-taxable
exchanges which roll over the individual tax lots with their
tax basis and acquisition dates intact. The system even handles
options (calls and puts) short sales, rights, spin offs,
transfers between income and principal, and many other
situations.
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