Practical Planning Systems Introduces Estate Planning Software For Attorneys

(Middleton, ID)—Practical Planning Systems, a premier Idaho-based software developer, has announced a new release of their estate planning software. The software is aimed at helping estate planning attorneys improve their efficiency in drafting documents for their clients as well as giving them access to the resources they need to create the best possible plans for … Continue reading “Practical Planning Systems Introduces Estate Planning Software For Attorneys”

(Middleton, ID)—Practical Planning Systems, a premier Idaho-based software developer, has announced a new release of their estate planning software. The software is aimed at helping estate planning attorneys improve their efficiency in drafting documents for their clients as well as giving them access to the resources they need to create the best possible plans for the families who use their services. More information about the software and its pricing are available at the Practical Planning Systems website.

Kim Mayberry, a representative of Practical Planning Systems, stated “While most estate planning attorneys love what they do, many of them would admit that their current document drafting process is too tedious. They often find that they’re having to go through too many questions that are irrelevant to their process and don’t have anything to do with a particular client’s life situation. Our software aims to remedy that problem, using our proprietary Practical Interview and Scenario Builder features to ensure that attorneys can draft documents in 10 questions or less. This, in turn, greatly improves their efficiency and streamlines the entire process for both the attorney and the client.”

In addition to allowing estate planning attorneys to draft straightforward documents with easily-comprehensible language using 10 questions or less, the Practical Planning estate planning system also gives attorneys access to a plethora of resources that make the planning process easier for their clients. These resources cover topics related to families with special circumstances (such as blended families, problem heirs, and couples with young children) as well as information about tax options and other financial issues.

As Mayberry goes on to say, “Simply put, our trust software for Lawyers is here to make life easier for estate planning attorneys and give them the tools to serve their clients in excellence. The best part about it is that these professionals can gain access to our system for one low monthly fee. No matter what level of service they choose, we’re making this software affordable for attorneys to get their hands on so that they can take their practice to the next level.”

About Practical Planning Systems:

Practical Planning Systems provides estate planning software for attorneys. With an eye toward improving efficiency and giving attorneys what they need to succeed, the software developers have included automated will and trusts documents, web interview for clients, and education in each package.

Source: http://markets.financialcontent.com/mng-ba.siliconvalley/news/read/32886785/Practical_Planning_Systems_Introduces_Estate_Planning_Software_For_Attorneys

5 Takeaways That I Learned About Experts

3 Tips to Help You in Finding a Good Immigration Attorney

Whether you’re hoping to bump up your career or seeking greener pastures for your family, it might be best for you to immigrate to a better place that offers more for you and your loved ones. If you’re eligible for the move and there aren’t any factors that might cause you to be disqualified, there will be very little opposition and you will most likely be granted your visa. However, in the event that your application is complicated, laced with technicalities, or simply disputed by the court, you should be sure to have a seasoned immigration attorney at your side. An immigration attorney should be able to shed light on the process as well as provide you guidance on how to properly combat any disputes. Finding a good immigration attorney isn’t all that easy. This list of tips should lead you towards the right hire.

1. Avoid Hunting for Bargains – If you’re using lawyers’ rates and fees as your basis for a hire, you should know that you’re putting yourself in a position that’s most likely going to bring about negative outcomes. If a lawyer charges you much less than the fees of others in their field, you should know that it’s most probably because they’re inexperienced and incompetent. While it might seem like a sweet deal to hire someone who barely leaves a dent on your wallet, it’s generally understood that you should hire a lawyer that maxes out your available budget. Lawyers who charge too low are too good to be true, so be careful.

2. Get a Referral – When finding a good immigration attorney, it pays to reach out to your contacts who have successfully immigrated to different countries, whether or not that’s where you want to go. It’s likely that these contacts are now enjoying their new lives in their new home because they had an immigration lawyer help them through the immigration process. If you really want to prepare yourself for the process, take the opportunity to ask your family and friends more about the process aside from the name and contact information of the lawyer they chose for their application.

3. Communication is Key – Perhaps English isn’t your primary language, as is the case with many of those who want to immigrate, which makes it difficult for you to communicate your thoughts in a way for others to comprehend. It would be best to hire someone who speaks your native tongue so as to break down the language barrier and to make it easier for you to understand each other when discussing your application. On top of that, you should also seek to find an immigration attorney that you feel comfortable talking with in terms of their demeanor and personality. Among the biggest challenges that individuals have when finding a good immigration attorney is the fact that their hire doesn’t have the right personality or attitude to make them feel comfortable.

Source: immigration attorneys in plano