Software and Web-based applications that assist in the preparation of documents, creation of estate plans, and administration of probate matters.
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- Wills, Trusts, and Technology Comprehensive listing of software for estate planning, estate administration, and drafting wills and trusts, assembled by Dan Evans.
- Cowles Legal Systems, Inc. Legal software for drafting and funding trusts, wills, and other estate planning documents.
- InsMark - Split-Dollar Software for use in estate planning.
- Lackner Group, Inc. Software for Pennsylvania estate administration, including forms and inheritance tax resources.
- Exhibit One Software Software for fiduciary accounting. TotalTrust is an accounting system for Windows that allows one to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.
- Advanced Planning Solutions Provides systems and tools to estate planning practitioners and their clients for funding living trusts.
- WealthCounsel LLC A document creation system for Wills and various Trusts including Special Needs Trusts. Includes Ancillary and supporting documents to help manage practices, from invoices and agreement letters to funding documents.
- Leimberg.com Software, PowerPoints, books, and DVDs for financial services professionals. Estate Planning software includes NumberCruncher, Charitable Financial Planner, and Life Settlement NumberCruncher.
- Legal Forms Online Online software guides you through the process of making Australian legal documents including Statutory Declarations, Power of Attorney, and Enduring Power of Attorney.
- PerfectForm Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations.