Here is how it works: Clients enter their information on a secure website. A staff member downloads their information and opens it into the Practical Planning System estate planning software, eliminating all personal information data entry by your staff. After meeting with your client, you are just a few questions away from having a full set of documents ready for signing.Learn More
All this for a low monthly fee of $99 for the Basic Estate Planning Software, $199 for theStandard Estate Planning Software, and $299 for the Advanced Advanced Estate Planning Software.
Take the first step toward becoming a better lawyer. Join Practical Planning today!