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Cowles Trust Plus Pennsylvania, a checklist-based system on CD-ROM, allows you to produce documents faster, more easily, and with confidence that your Pennsylvania client is receiving a comprehensive estate plan. It assists estate planning professionals in generating wills, revocable trusts, irrevocable life-insurance trusts, supplemental needs trusts, and supporting and funding documents.
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. With your subscription you also receive client education estate planning booklets and DVD and other supplies to help you present a professional estate plan to your clients. You'll also have access to Cowles Members Only™, an online resource that provides tools to help build a marketing plan, establish goals and objectives, connect with your peers and more.