Easy Soft case information statement cis

Estate Planning is a document assembly program that contains a sophisticated, intuitive logic sytem. It prompts the preparer for only relevent information. Subsequent prompts are determined by the user's responses. This insures the inclusion of only pertinent text, articles and provisions in the finished document

Provides A Multitude of Legal Documents

Provides State Specific Documents in the Following areas of Law: Estate Planning (including 709, Wills, Revocable Trust, Life Insurance Trust, POA); Projections and Tax Returns

Probate (including 706, SS-4)

Limited Liability Company (Articles of Organization, Operating Agreements, etc.

Corporate Documents including Bylaws and Tax Returns

Reduce Proofreading: Smart System checks for data validity, proper formatting and capitalization.

Avoid Duplication: Program Automatically links information between documents, minimizing data entry time and ensuring consistency.

Custom Documents: Modify document layout, edit provision wording, create your own guides and/or export documents to your word processor.

Stay Current: Free upgrades include changes in state and federal laws, provisions added to existing documents, new areas of law, additional states and documents.

How does it Work?

Use the available 10 minute tutorial to create any document or tax return by following these simple steps:

1. Select New Client From the Main Menu

2. Select any area tab and document from the Selection of Documents Screen and click Open

3. Select "Sample(area of Law) client" as a guide on the Selection of Guides Screen and click OK

4. Follow the instructions in the yellow box in the upper right hand corner of the screen.

5. Click PRODUCE on the Selection of Documents Screen to produce the document .The actual document, tax return or inventory is shown on a new screen. You may change the document, layout, edit, export or print from the screen.