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The Cowles Estates Practice System provides user-friendly solutions for estate planning and trust terminations, along with the tools you need to build your practice. From drafting wills, trusts, and related documents, to creating a marketing plan and setting goals, the Cowles system offers a total package for the busy, client-focused professional.
Create revocable trusts, wills, irrevocable life insurance trusts and special needs trusts with Cowles Trust Plus customizable software modules.
Quickly generate the documents and correspondence you need to terminate trusts so that you can involve trustees and beneficiaries in a timely manner.
Present documents to your clients in professional binders containing straightforward, organized client documents, instructions, and information.
The Cowles system takes a very practical approach to drafting estate plans. What makes it unique are the simple checklists it provides that allow an attorney to draft plans while meeting with the client for the first time.
Cowles' checklists are designed for use during the initial appointment, when information may be gathered, phrase selections made, and supporting documents, funding documents, and correspondence selected – all while the client is available to provide detailed information.
What are the benefits?
Finally, the Cowles system allows an attorney to simply hand a checklist to an assistant immediately after the appointment. All necessary documents – including invoices, covers, envelopes, and inserts for a personalized estate organizer binder – can be completed promptly.
Users of the Cowles Estates Practice System also benefit from:
To learn more,
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Software program that analyzes estate plan development options, collects and organizes client information, performs estate plan calculations, and prepares illustrative presentations for clients.