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Cowles Estates Practice System

A powerful suite of solutions for wills, trusts, and estate planning.

Draft wills, terminate trusts, and build your estate-planning practice.

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.

Cowles Trust Plus »

Create revocable trusts, wills, irrevocable life insurance trusts and special needs trusts with Cowles Trust Plus customizable software modules.

Cowles TrusTerminator »

Quickly generate the documents and correspondence you need to terminate trusts so that you can involve trustees and beneficiaries in a timely manner.

Cowles Practice Building Supplies »

Present documents to your clients in professional binders containing straightforward, organized client documents, instructions, and information.

Draft custom, comprehensive documents during the initial client appointment.

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?

  • Provides a substantial time savings
  • Helps you draft plans when the best judgments can be made – while the client is present to ask questions and the attorney's perceptions are fresh
  • Serves as a guide to spot issues during the initial appointment, allowing the attorney to focus on listening and minimizing the risk of forgetting to ask key questions
  • Makes it easy to locate information at a later date, because it's always captured in the same way
  • Decreases liability for the drafter

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.

Get connected with your peers and grow your practice.

Users of the Cowles Estates Practice System also benefit from:

  • Cowles Members Only online resources for building your practice
  • Functionality to create custom estate plans
  • Full integration of correspondence and documents
  • Access to the Cowles listserve to connect with other practitioners
  • Tools to market and manage your practice

Get started with the Cowles Estates Practice System today.

To learn more,

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