Simply login into the web-based application on your computer or Ipad.
Your client’s biographical and asset information can be easily entered so that it is available to help fashion a will plan tailored to your client.
Then the interactive will planning can begin. Hull e-State Planner™ is the first software to incorporate the lawyer-directed “Atin Model”™ for developing will plans. Simple to understand, yet extremely comprehensive, it ensures that the client and the lawyer are, literally, on the same page.
Meeting at a client’s home or hospital? Hull e-State Planner™ is accessible everywhere. Client data is kept safe and secure through top-level encryption and stored in Canada.
Will planning is getting more complex every day. Hull e-State Planner™ can help you improve your practice:
Value For Your Clients
- An easy to understand representation of their wishes.
- Interactive nature of meetings.
- Understanding the complexities involved and why there is no such thing as a “simple will.
Value For Lawyers
- Built in comprehensive checklists to ensure important information is not unintentionally missed.
- A simplified, yet comprehensive model for will planning.
- A defensible record of the client’s information, instructions and notes.