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. 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. The company is proud to provide its subscribers with tools that allow them to offer a complete solution for their clients` estate plans. Jonathan gave the following example: “One subscriber told us how much their customers appreciate our Pet Trust options. A pet trust won`t be right for all clients, but for the clients to whom it applies, it shows that the estate planner truly cares about them and understands what is important to them.
“Another benefit of the programs,” says Jonathan, “is the increased efficiency. “A long-time subscriber recently joked that he might need to increase his hourly rates because our system allows him to be too efficient in terms of the time he spends creating documents.” Willing.com – Claims to make planning 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. A new type of comprehensive planning and design system for elder lawyers. This system provides assistance in both the planning phase and document preparation, outlining and executing modern Medicaid strategies that will bring the most value to your client. These platforms attempt to suppress the profession by reducing the work of estate planners. These platforms are new startups that try to go directly to the consumer and make the experience cheaper. Not quite like Legal Zoom or Rocket Lawyer, everyone tries a different angle to collect business. Keep an eye out for these startups. 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. While documents are the fundamental necessity of estate planning, Google has pages with options. We don`t have the space to list them all, but here are some of the popular ones used by professionals. Estateguru.com – This site claims that it is more than a stack of documents. It`s a tool that guides you through every important step of your estate plan. They claim to create, divide, maintain and settle estates. The software uses professionals to prepare the plans at an extremely cost-effective price by recruiting them based on volume rather than value. Basic life trusts, prepared by lawyers in each state, cost $600.
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. Support and customer service during COVID-19 Precautions for ILS subscribers We hope this brief overview of estate planning technology will help you look to 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. Please evaluate the solutions for your own situation. If you require support to establish and implement effective technologies in your practice, please contact us. We are happy to help. You can reach us at info@yourefolio.com. Leimberg – Although this software is very outdated, it is one of the most popular among those who work exclusively on tax planning and estates.
A cost-effective solution for processing estate planning numbers. The most sophisticated planning and design system on the market. Savvy estate planners know this is the right solution for their practice, as it allows them to confidently plan and consider all the variables for their clients in the context of the applicable laws in each state. InterActive Legal is a knowledge-based company. Your future is all about the potential of technology in automating repetitive tasks and the role artificial intelligence (AI) can play in increasing subscriber lawyer productivity. Their goal is to continually provide lawyers with sophisticated yet easy-to-use tools to offer their clients the greatest possible value. “The future of the industry is so exciting, especially with all the rapid developments in AI that we see and will continue to see in the future. That`s why the strong ILS team is so important – we`re already focused on the future today! Michael adds. “We refuse to wait for the most experienced to retire; Instead, we encourage the next generation of leaders and creative thinking at all levels of the company as quickly as possible. This allows ongoing mentorship to be combined with intergenerational thinking, leadership and energy. As with estate planning itself, this multigenerational approach is essential. Vanessa Kanaga, currently Director of Content Development at InterActive Legal, will soon lead this highly functional team.
Continuing to grow the business and shape the future of the practice, whatever that brings, is our mission. I use Interactive Legal for EP and Elder Law documents. They are not as expensive as Weathdocx and Elderdocx. I think they are just as good as they are in terms of content. More than the best document creation system, InterActive Legal offers you the most complete productivity system on the market with access to the resources your business needs for increased profitability! Westlaw Form Builder costs around $100/month and worked very well for me. It`s not the cheapest, but it`s very user-friendly. In which jurisdiction are you located? It may not be what you`re looking for, as it`s not necessarily web-based, but we use Pathagoras for all of our designs. It is integrated into Word. In use for years, very reliable. It provides the essentials to improve your practice and keeps you informed of changes to the law. Looking for a reason to become a subscriber? Choose one.
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. InterActive Legal subscribers MUST register with a discount code to receive their tuition discount. Please log in to see the discount code ONLY for subscribers. If a registration is cancelled before a series` start date, a refund may be issued if the cancellation is initiated on the GoToWebinar portal, which automatically processes the refund.