Web Directory

» Advanced Planning Solutions
   Provides systems and tools to estate planning practitioners and their clients for funding living trusts.
   http://www.advancedplanningllc.com

» Cowles Legal Systems, Inc.
   Legal software for drafting and funding trusts, wills, and other estate planning documents.
   http://www.cowleslegal.com/

» Estate Logic (Executor’s Resource, Inc.)
   Organize, store, and share estate documents, instructions and information online.
   http://www.executorsresource.com

» Exhibit One Software
   Software for fiduciary accounting. TotalTrust is an accounting system for Windows that allows one to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.
   http://www.exhibitonesoftware.com

» InsMark - Split-Dollar
   Software for use in estate planning.
   http://www.insmark.com/

» Lackner Group, Inc.
   Software for Pennsylvania estate administration, including forms and inheritance tax resources.
   http://www.lacknergroup.com/

» Leimberg.com
   Software, PowerPoints, books, and DVDs for financial services professionals. Estate Planning software includes NumberCruncher, Charitable Financial Planner, and Life Settlement NumberCruncher.
   http://www.leimberg.com

» Perfect Probate
   Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations.
   http://www.perfectprobate.com

» WealthCounsel LLC
   A document creation system for Wills and various Trusts including Special Needs Trusts. Includes Ancillary and supporting documents to help manage practices, from invoices and agreement letters to funding documents.
   http://www.wealthcounsel.com/

» Wills, Trusts, and Technology
   Comprehensive listing of software for estate planning, estate administration, and drafting wills and trusts, assembled by Dan Evans.
   http://evans-legal.com/dan/wtt-new.html