Wealth Transfer Planning software by Jonathan G. Blattmachr and Michael L. Graham

By: Wealth Transfer Planning  09-12-2011
Keywords: Estate Planning, Wealth Transfer

Estate Planning Author Team

Wealth Transfer Planning™ manages a large amount of transactional work and contains a large collection of forms, each one featuring countless options to meet each client's particular needs. An internal database organizes your client information and documents. The system helps you analyze each client's situation and generates accurate, complete and effective documents — every time!

Estate and Tax Planning Strategies

Versions

Standard Version
The Standard version includes a full complement of forms, checklists, analyses, and more. You can add licenses and seamlessly upgrade to the Professional version at any time during the subscription cycle (pro-rated fees apply). An audio/visual tutorial, quick start manual, live training and thirty (30) days technical support is included.
Professional Version
The Professional version contains all of the forms, commentary, tutorials and analyses in the Standard version, but with expanded services. The Professional version includes unlimited technical and content support, free access to all the Leimberg Information Services (LISI)TM research tools (via web link) and more.

InterActive LegalSuite Features

Keywords: Estate Planning, Wealth Transfer

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