Wealth transfer planning software

Wills with and without tax-sensitive planning Client portfolio inserts, instructions, and will summary Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Living Trust System. Individual, joint, and pour-over revocable trusts Funding instructions Comprehensive interview questionnaire Estate tax and generation-skipping transfer tax planning utilizing disclaimers, Clayton election, and formula funding Continuing and testamentary trusts for beneficiaries Comprehensive charitable planning, including testamentary charitable trust and private foundation Trust protector provisions Conduit trust provisions for retirement accounts Ancillary documents, including pour-over will, power of attorney, and property agreement.

Client Letters Suite. Spousal conflict waiver Initial client letters Intake worksheet and comprehensive interview questionnaire Engagement and disengagement letters Invoices. Trust Protector Supporting Documents. Charitable Planning System. Retirement Planning System. Standalone retirement trust Beneficiary designations Ancillary documents. Qualified Personal Residence Trust System. I encourage you to look at those sites for your edification and our possible remuneration.

But I should let you know that Basha Systems LLC is in the process of transformation from focusing predominantly on technology consulting to a product development company. It pays the bills; its fun; and it gives us ideas for product development. We have designed and built a commercially available probate system in conjunction with the Nebraska State Bar Association, which is used in over law firms.

We have served as advisor to the Minnesota State Bar Association in the development of a suite of forms that will soon be made available as a member benefit. We are currently developing under contract to ILS a comprehensive elder law planning system for elder lawyers.

And yesterday, we officially launched a new product in conjunction with Interactive Legal Systems. The original conception was to turn Time Matters into a data source to feed the client interview in WTP. Based on discussions with numerous attorneys, the client and spouse contact form styles evolved into a complete estate planning management system built as a feature package on top of the software now known as LexisNexis Front Office powered by Time Matters.

It might sound cheesy, but I feel part of a family and every time I call in for something, I feel like the IL representative has a genuine interest in helping me. Linda is awesome, IT support is incredible, and you need to take out a 10M keyman policy on Teresa--she is incredibly knowledgeable, always very professional and friendly, and extremely patient.

We have been very pleased with the product and the support. I have one attorney that uses it exclusively for all drafting. The paralegal in our office is well versed in it and she can make it do what we want. We moved from a competitor to ILS last year and the forum and customer service at ILS is just incomparable—it really sets you all apart. All in all, I cannot imagine practicing without it. Lewis J. Saret Law Office of Lewis J.

Saret, Washington, D. You not only have access to a variety of forms that are customizable and updated on a regular basis, but you also have access to their library of work and the listserv.

I have and will continue to recommend ILS to fellow attorneys. Well worth the price of admission. Steven C. Robinson, Esq. They make the process to learn the software as easy and as thorough as possible. It is also a wonderful product that has already enhanced my practice! Allyson B. My clients deserve no less. Amos Goodall, Jr. The forms can be as sophisticated or as simple as you desire. Because it is a system, it prompts you to make decisions as you do your drafting.

The system is upgraded on a continual basis. I highly recommend it. John J. It is by far the best drafting system in terms of both the estate planning documents themselves and the resources and expertise available to users. Click here for in-depth testimonials from our Subscribers. Commissioner Of Internal Revenue, T. These lessons are particularly important for those that did planning in a rush in and fearing dramatic changes in the tax laws.

To support that package the Democrats have proposed tax increases to fund a large portion of that plan. Speakers: Jonathan Blattmachr, Esq.