Legal Solutions | USA
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Cowles Trust Plus California, a checklist-based document system on CD-ROM, allows you to produce documents faster, more easily, and with confidence that your California client is receiving a comprehensive estate plan. It assists estate planning professionals in generating wills, revocable trusts, irrevocable trusts, and special needs trusts. It includes state-specific powers of attorney for health and financial matters, state-specific deeds to transfer real estate to trusts, and other documents to create comprehensive estate plans.
The result is outstanding client service that helps build your reputation as an expert. This system provides guidance for every step of the process and includes Cowles Members Only™, an online resource that helps you build a marketing plan, connect with peers, and more.