Wealth Transfer Planning
February 9, 2011
Kelley Rating (one asterisk = lowest, five asterisks = highest):
• Ease of navigation, design of interface and learning curve ***
• Instructional documentation and help system *****
• Carries out the goal of the product as advertised *****
• Overall usefulness *****
“Wealth Transfer Planning,” (WTP), version 5.3.3, is a sophisticated automated drafting system for estate planning documents, created by Jonathan G. Blattmachr and Michael L. Graham. It’s a part of InterActive LegalSuite, which is a collection of productivity solutions published by InterActive Legal, an ILS Management program. Since the review of this product in a March 2009 Tech Review (Save Time, Money With Automated Drafting), the WTP has been further enhanced with expanded drafting options, as well as new document capabilities.
Click here to read the full article
|
|
advertisement
Advent Portfolio Exchange® (APX) offers the most powerful reporting platform with over 200 standard reports and now offers SSRS for customized reporting. APX is the best single solution for portfolio management, performance analytics, client reporting, CRM, and marketing. Available installed or SaaS delivered. See how APX can improve your client service. Click Here
 |
advertisement
Survey Findings: 49% of attorneys expect business to increase by 20 percent.
Access the complete findings from the 4rd Annual Industry Trends Survey. Learn what some attorneys did during the economic downturn to ensure success. Discover why some Americans fail to plan. Compliments of WealthCounsel.
 |
|
For information on advertising in this newsletter, please contact Rich Santos, Group Publisher
To subscribe to this newsletter, click here: Subscribe
To unsubscribe to this newsletter click here: Unsubscribe
You are subscribed to this newsletter as #email#
To get this newsletter in a different format (Text or HTML),
or to change your e-mail address, please visit your profile page to change your delivery preferences.
For questions concerning delivery of this newsletter, please contact our Customer Service Department at:
Trusts and Estates
A Penton Media publication
US Toll Free: 866-505-7173
International: 847-763-9504
Email:trustsandestates@pbinews.com
Penton Media | 249 W. 17th Street | New York, NY 10011
Copyright 2010, Penton Media. All rights reserved. This article is protected
by United States copyright and other intellectual property laws and may
not be reproduced, rewritten, distributed, re-disseminated, transmitted,
displayed, published or broadcast, directly or indirectly, in any medium
without the prior written permission of Penton Media |
|
| |
