Practical Planning System
www.practicalplanningsystem.comAs a leading provider of estate planning software for attorneys, the Practical Planning System provides useful solutions for building a successful legal practice. Our passion is to make your office more efficient by saving you time with our automated document preparation system. There are four levels of Practical Planning membership: Basic, Standard, Standard with Special Needs Trust, and Advanced. Becoming a member of the Practical Planning System comes with several key benefits including: · HotDocs™ automated documents that are integrated with Microsoft Word · A wide range of estate planning documents including Wills, living trusts, powers of attorney, trust funding letters, questionnaires, and much more · Straight forward documents with language that is easily understood by you and your clients · The Practical Interview online questionnaire that your clients can fill out and you can then download to your computer · Excellent customer support and access to our support website with instructional videos, forums, and estate planning education The Practical Planning System allows your practice to be more competitive by providing packages of estate planning documents at an affordable price, and these documents can be easily customized for your clients.
Read moreAs a leading provider of estate planning software for attorneys, the Practical Planning System provides useful solutions for building a successful legal practice. Our passion is to make your office more efficient by saving you time with our automated document preparation system. There are four levels of Practical Planning membership: Basic, Standard, Standard with Special Needs Trust, and Advanced. Becoming a member of the Practical Planning System comes with several key benefits including: · HotDocs™ automated documents that are integrated with Microsoft Word · A wide range of estate planning documents including Wills, living trusts, powers of attorney, trust funding letters, questionnaires, and much more · Straight forward documents with language that is easily understood by you and your clients · The Practical Interview online questionnaire that your clients can fill out and you can then download to your computer · Excellent customer support and access to our support website with instructional videos, forums, and estate planning education The Practical Planning System allows your practice to be more competitive by providing packages of estate planning documents at an affordable price, and these documents can be easily customized for your clients.
Read moreCountry
State
Utah
City (Headquarters)
Salt Lake City
Industry
Employees
11-50
Founded
2006
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Managing Director
Email ****** @****.comPhone (***) ****-****Generation and Transmission Engineering Manager
Email ****** @****.comPhone (***) ****-****Senior Engineer
Email ****** @****.comPhone (***) ****-****Senior Editor and Writer
Email ****** @****.comPhone (***) ****-****
Technologies
(46)