Improve Efficiency

Our GOAL is that when you prepare a Will, Power of Attorney or Living Trust you will not need to answer more than 10 QUESTIONS for each document, 80% of the time. This GOAL is accomplished by using our Scenario Builder and Online Questionnaire.

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Straight Forward Documents

The Practical Planning System uses language that you and your clients will understand.

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Estate Planning Resources

The Practical Planning System helps Attorneys create better plans for their clients. Our online resources can help answer questions you may have about your specific client’s needs.

Expand Your Learning

Practical Planning System isn’t a document drafting system—it’s a systematized approach to estate planning.  It provides cradle to grave (quite literally ) documents, and knocks the socks off our clients.


Practical Planning allows me to produce customized high quality documents for a variety of clients in record time. The software’s decision trees insure that I will not miss any issues, and the templates insure that my documents contain up-to-date, clear language.

First I want to say that I am truly enjoying the Practical Planning System and look forward to using it more and more in the future. . . it has really helped in our ability to assist our clients with their needs.