Practical Planning allows me to produce customized high quality will and trust documents for a variety of clients in record time. The estate planning software’s decision trees insure that I will not miss any issues, and the templates insure that my estate planning documents contain up-to-date, clear language.
The Practical Planning System gives me the confidence that my estate planning documents are up to date. That saves me hundreds of hours of time I would otherwise have to devote to updating my will and trust documents. At the same time I have lowered my estate planning malpractice exposure. The customer service is incomparable with any entity I have dealt with before. Because of the high degree of automation and the flexibility within the Practical Planning System I can produce with one employee the same work that used to require three employees.