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Estate Planning System

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W. Kendall Brown
AV rated for over 30 years

We share a goal:
Streamline the process of estate plan design and implementation to provide your clients with quality documents in a timely manner for a reasonable cost.
Our state-of-the-art technology helps you gather information and organize estate planning data on the web. You can then choose the method of the document creation: You can create the documents yourself, using a licensed version of DPS 8.0 or have us create the documents for you. Either way, you present your client with the highest quality estate planning documents.

No matter how you use our technology, the cost is surprisingly low. Your cost to use EP System for gathering information is $50 per client. For DPS 8.0 pricing, visit www.DPS8.com/cost.php The following table shows the cost involved if you would like us to create documents using the estate plan you designed using EP System.
Costs
Document Cost
Will $50
Revocable Trust $50
Irrevocable Trust $50
Powers Of Attorney $10

Try a demo of the estate planning system today
Use Estate Planning System Demo and see how easy it is to collect client information Use System


The following are resources for the Estate Planning System

Estate planning tutorials

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Detailed procedures for your use of system on web View

Client input sheets
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Sample email relating to diagrams sent to client
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