Our "Virtual Estate Planning System" is an on-line, browser-based estate planning interview and assembly process. Our exclusive system permits you to offer to your clients, whether they get to your website directly from you, by referral or by an internet marketing campaign, a "context sensitive" interview; this process asks only the relevant questions about the client's estate planning needs based on the client's answers to the prior questions (just as if the client were sitting across the desk from an attorney) but without the risk of you being put in the position of being asked to give "legal advice". This detailed interview process acts as a substitute for the normal preliminary interviews required to prepare a custom estate plan and the software, utilizing its built-in "fuzzy logic", automatically creates a customized, state-specific Trust or Will Package for the client without any input from you. The custom documents which are generated have the completeness and attention to detail as if they had been drafted by the estate planning department of a major law firm (utilizing the same templates which we have developed for and market to estate planning attorneys through-out the United States). During the interview, your client can actually see a "preview" of the documents being prepared for him/her/them.

When the client has completed the interview, you and/or your staff have the opportunity to review the answers (e.g., completeness, spelling, capitalization, etc.), make any necessary changes and then download the entire Estate Planning package, completely formatted, to any computer for final processing. As a result, with only a few minutes of review time, you are able to generate a complete state-specific estate plan incorporating either a "stand-alone" Will or a fully funded revocable living trust (including the "pour-over" Will). Both types of plan include the durable power of attorney, the actual state statutory authorized health care powers (incorporating a "living will") and the burial instructions (and for a trust, the transfer documents including the deeds). You have the option to let the client select the type of plan or to default the interview to just one selection (e.g., a Living Trust package only). Whichever plan is selected, it is completed with the minimum time commitment and protects you from any hint of unauthorized practice of law ("UPL"). Each screen of the interview has extensive "help" resources; however, unlike the "do-it-yourself" estate planning websites, you can offer the client the opportunity to have the actual documents reviewed prior to signing and to have the assurance that the formalities of the documents comply with the unique aspects of your state's laws.

The following are just some of the important aspects of this system:

• Reduce the inconvenience to your client (especially those who work) of multiple visits to your office; in fact, the system gives you the option to create (using your letterhead) a letter of instructions for execution and implementation to be sent with the assembled Estate Planning package to your client (which means they may never even require an office visit);
• Greatly reduce your time commitment in preparing and implementing the Estate Planning package (the client actually "does the work"). Pass some of this saving on to your client to make your estate planning services more affordable and competitive;
• Confidently provide quality estate planning to your client(s), whether single, married but creating an individual plan, married preparing a joint plan, or a non-traditional couple preparing a joint plan, with an estate less than $100,000 to greater than $10,000,000 even if you are not an estate planning specialist;
• The software is immediately updated for any Federal and/or State law changes;
• The generated Estate Planning package is complete and all-inclusive click here for a list of the included documents;
• The software provides your client with all distribution options click here for a list of the included options;
• The software gives your client separate input screens to prepare all of the transfer documents including state-specific deeds;
• The software works with any existing website;
• To your client, the entire process appears to be on your website;
• The software is "cross-plaftform" (i.e., it will run in Firefox, Safari, etc.);
• The interview starts with a branded "landing page" including your logo;
• The included correspondence uses your letterhead;
• Your client's password protected answers are stored on our secured server for future access (and for easy integration with our "stand-alone" software);
• You also have a "hard-copy" client questionnaire keyed to the interview to give to your clients who do not have computer access or who require additional "hand-holding" (i.e., you or your staff can easily complete the interview for the client from the completed questionnaire);
• You receive email notification when the client registers for the interview;
• The registration information can be posted to your CRM software for automatic follow-up;
• The client can return to the interview as many times as necessary to complete the requested information;
• Upon completion, the client is directed to a page on your site which can permit redirection to any other page (e.g., a credit card processing form). The completion page is "keyed" to the type of Estate Planning package completed (e.g., an individual or a couple; a Will Package or a Trust Package) so any redirect can incorporate this information;
• Upon completion by the client, you receive an email notification with a link to the client's interview answer file;
• You have an administration interface which gives you full management over your client's files from any computer including deletion, review of the answer file and download of the Estate Planning package;
• When you access the client's interview, you have access to additional pages not seen by the client which provides you with the ability to "over-ride" the defaults selected by the software based on the client's expressed intent;
• The completed plan can be signed in your office or, if you wish, the software will prepare a letter of instruction for the execution and implementation of the document (i.e., depending on your marketing strategy, you can be as "hands-on" or as totally "virtual" as you wish; and,
• You only pay for the initial download of each client's completed Estate Planning package with unlimited access for the review of the interview and for limited subsequentun downloads of the documents, including restatements click here for pricing information.
  

To see the system "in action", please click on "Register Now" button below and proceed through the interview as if you were the client; when you have completed the interview, you can access your answers through the administrative interface and actually download the completed Estate Planning package to your computer.