Cowles Legal Systems, Inc. announces the release of version 12.0 of their Trust Plus® estate planning system and the TrusTerminator® postmortem system including more tools for customizing your documents as well as additional state-specific supporting documents and IRS forms.
Cowles’ Trust Plus creates wills, irrevocable trusts, and revocable trusts, including funding documents, state-specific supporting documents such as powers of attorney (financial and health care) and deeds, invoices, correspondence, and custom covers and envelopes. Utilizing the Cowles checklist-based system allows you to make all substantive drafting decisions during the client appointment, yet delegate data entry for document preparation. TrusTerminator follows a chronological sequence to create documents and correspondence required to terminate a revocable trust upon grantor’s death. Practice development, practice management and substantive legal resources are also included with Cowles’ systems.
Version 12 of Cowles’ software combines the benefits of a streamlined, complete system with the ability to insert your own customized language or add additional documents, allowing you to streamline all aspects of your practice into this integrated system while allowing a third party to keep the system current - technically and substantively. Your documents and Cowles documents integrate for a complete system - all with one time data entry! All customized phrases and documents created in previous versions of the software will be seamlessly carried into this release.
Version 12 offers the ability to change the point size and font type to easily customize titles, headings and other areas throughout documents. Other options allow you to utilize tabs to indent only one line of text, print the customized version of a phrase with the original Cowles version following for easy comparison, edit more complex codes within the system using an "expert mode", and customize headers and footers including inserting page numbers where desired and editing margins of various documents.
Cowles has also enhanced existing tools to help you achieve maximum benefit from the system including a separate tutorial CD, updated PowerPoint® seminar slides, Quick Start guides to expedite implementing the system, an updated CD version of the informational audio, Completing the Revocable Trust Checklist, that discusses use of the checklist in detail, drafting techniques in phrase selection, and an update assessment feature for existing Cowles’ subscribers that verifies you are using the most current version of the Cowles' system.
For a complete overview of both Trust Plus and TrusTerminator, access the complimentary web demos atwww.cowleslegal.com or contact Customer Care at 800-366-1730 to request a CD version. Each demo is approximately 20 minutes in length and includes detail on the many features included with the systems. Also, register for a free one-on-one seminar on "Streamlining Your Estate Planning Practice" at www.cowleslegal.com/streamline.htm.
Cowles Legal Systems, Inc., supplies proven document assembly and business systems to estate planning professionals. We assist our clients in providing comprehensive, high quality and easy-to-understand personalized estate planning and postmortem services to their clients through software, professional education and other tools and techniques for operation of the totally streamlined, client-focused, profitable professional practice.
