Practical Planning System Information

As a leading provider of estate planning software for attorneys, the Practical Planning System provides useful solutions for building a successful legal practice. Our passion is to make your office more efficient by saving you time with our automated document preparation system. There are four levels of Practical Planning membership: Basic, Standard, Standard with Special Needs Trust, and Advanced. Becoming a member of the Practical Planning System comes with several key benefits including: · HotDocs™ automated documents that are integrated with Microsoft Word · A wide range of estate planning documents including Wills, living trusts, powers of attorney, trust funding letters, questionnaires, and much more · Straight forward documents with language that is easily understood by you and your clients · The Practical Interview online questionnaire that your clients can fill out and you can then download to your computer · Excellent customer support and access to our support website with instructional videos, forums, and estate planning education The Practical Planning System allows your practice to be more competitive by providing packages of estate planning documents at an affordable price, and these documents can be easily customized for your clients.