We are searching for the perfect estate planning software. You know, the one
that does EVERYTHING the attorneys want in a single package, like tax
projections, client memoranda, model/adaptible forms for wills and trusts, etc.
We are gathering info on E-Plan, ViewPlan, Shepards & BNA products. Anyone know
of any others?
If there are any private law firm librarians out there who have experience, or
were involved in the selection and evaluation of estate planning software
products, I would appreciate any feedback. Thanks.
Barbara Avery, Librarian
Marshall & Melhorn
Four SeaGate, 8th Floor
Toledo, OH 43604
(419)249-7228
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