Wealth Transfer Planning (powered by HotDocsŪ) is a complete drafting and expert system, specifically designed for the needs of the estate planning professional. The system includes:
- Wills (comprehensive, simple and essential)
- Revocable Trusts, GRATs, QPRTs, Irrevocable Insurance Trusts, a 2503(c) Minor's Trust and more
- strategic planning memoranda
- client letters
- executive summaries
- a full range of special agreements used as part of an estate plan.
SmartContent Technology
Wealth Transfer Planning utilizes the proprietary SmartContent Technology user-interface (patent pending) to organize and manage your clients and documents. The system can be installed on a single computer or network, and is multi-user compliant. Customization tools permit users to modify the form language, styles, and default answer sets. A full security module controls access to the customization modules. HotDocs Player software is included with the system at no additional cost. The system is updated regularly through a web updating service. Twelve months of updating service is included in the subscription.
Features of WTP
With WTP you have an entirely new approach to document automation. Extensive content help is available every step of the way, providing explanations for each question and guidance to the drafter. Document interviews can be run in our exclusive "tutorial mode," which provides an extra level of help. The WTP system offers the following:
- Enter client information only once and all subsequent documents will use it.
- Profiles provide consistency and guidance through the use of customizable pre-answered data sets.
- Copy Document feature allows you to quickly create mirror image documents for husband and wife.
- Edit documents in MS Word or Word Perfect
- Content Help is extensive and available throughout the interviews.
- Smart "Decision Tree" interviews step you through the data gathering process. You'll never miss considering an important fact or see irrelevant or inappropriate questions.
Benefits of WTP for Your Practice
With WTP you will be able to:
- Increase productivity by drafting complex documents in a fraction of the time.
- Improve internal consistency using forms that are "the best of breed."
- Leverage your resources by using the system to help train your junior lawyers and paralegals.
- Enjoy the Quality! Our authors are among the best in the business, providing you with the highest quality estate planning materials.
- Cultivate Teamwork by utilizing network versions for team collaboration and sharing of documents and data.
- Maximize your Return on Investment by recovering the cost of the system with the first few estate plans you prepare.
Customization Services through Basha Systems
InterActive Legal Systems, through the auspices of Basha Systems LLC, offers cost-effective customization services for Wealth Transfer Planning subscribers. Enjoy permanent customization that will be automatically incorporated into your WTP documents during the HotDocs assembly process. Additionally, we have released the
Estate Planning Management System feature
package to refine and define Time Matters Front Office to Estate Planning in the same way that WTP operates with HotDocs document assembly platform.
