Kelley Rating (one asterisk = lowest, to 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 *****

Drafting Wills and Trust Agreements (DWTA) version 9.0 (manufactured by Michael L.M. Jordan at Thomson Reuters) is a software program designed for the assembly of wills, revocable trusts and other documents. Version 9.0 was released for subscribers March 2, 2011, and became available for new subscribers as of March 15, 2011.

DWTA is based on the GhostFill document assembly platform. It develops documents with a question and answer interview approach and permits you to adapt clauses and content to your own drafting style. DWTA generates detailed flowcharts and plain-English client explanations.

DWTA prepares revocable trusts and simple, long form and pour-over wills with share and trust options. It prepares, among other options, letters and supplemental documents including: client intake forms, various client contact letters, assignments to trust, medical records release, disclaimer by beneficiary, Crummey letters and guidelines for trustees.