Automated Trust and Wills Software

Trusts, Wills & Trust Administration

Completely state specific templates for the drafting and assembly of Living Trusts, Wills, Irrevocable Trusts, and Trust Administration. These are not "canned forms" but templates designed with highly intuitive, context sensitive "question and answer" dialogs for the custom preparation of quality estate planning documents by any professional with or without prior estate planning experience, at a one-time cost less than the normal fee of one living trust.

Family Law Attorneys, click here.

The templates have been created by a specialist in Estate Planning with over 25 years of experience in the creation, marketing and administration of living trusts. The templates provide all trust/will versions, extensive distribution options (both specific and residual), all supporting documents (e.g., "pour-over" wills, powers of attorney, HIPAA compliant health-care powers, trust certifications, etc.), transfer documents, correspondence and worksheets (see Product Information for full details including pricing). All dialogs have detailed help screens. Documents can be assembled individually or as a complete trust/will package and are created, fully-formatted, in either Word or WordPerfect.

The templates are run by the award-winning HotDocs® document assembly engine, but no prior knowledge or training in HotDocs is necessary to create the documents. All products are network enabled (sharing a common answer file) and have a full, thirty day guarantee (or a free 30 day trial) and one-year free support (additional annual support subscriptions are available at a minimal cost).

A "User Forum" for all registered users provides on-line discussion of estate planning issues, "how to's" and out-of-state advice.