Estate Planning Software

By Jennifer Reisig posted Sat February 29,2020 04:43 PM

  

Hello,

I am a new attorney looking to focus my practice in estate planning, and am looking to sign up with an online document drafting service such as WealthCounsel or Fore! Trust Software. I would be grateful for any advice or opinions on your experience with different drafting software. Thank you very much.

Jennifer A. Reisig
HK
HOLMGREN & KORETZ
911 Main Street
Osterville, Massachusetts 02655
508.420.8899 t.
508.420.7469 f.
jenniferreisig@holmgrenkoretz.com
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Fri May 01,2020 02:27 PM

Hello,

I cannot speak to those software platforms. You may come out better obtaining a chapter of an MCLE book (or the whole book) which has sample forms. I would be hesitant to rely on forms produced from a company like legal zoom or otherwise that do not customized things to the client's specific needs. 

Best of luck, 

Talia Gee, Esq./MBA