The Trust Plus® estate planning system includes document assembly software modules to generate revocable trusts, wills, and irrevocable trusts. Each module includes supporting documents as appropriate (e.g., state-specific powers of attorney for health and financial), funding documents (e.g., instruction letters to third parties to fund revocable trusts, state-specific deeds to transfer real estate to trusts, and various assignments), correspondence, invoicing, custom covers and envelopes, and various other documents for one-time data entry to create comprehensive estate plans.

Modules are integrated so client data may be shared. Substantive legal help including drafting guidance, legal citations, and discussion is available on a phrase-by-phrase basis with the click of a mouse. Extensive customization features are included for software users to edit our language or create their own documents with point and click drop-down menus to insert necessary code.

Practice Management: Guidelines, worksheets, and strategies for creating a plan to achieve income and work hour goals through analysis of various components.

Structuring Fees: The system includes fee agreements, Information on Fees client education handouts, and worksheets to aid with structuring fees to accomplish goals within the practice while maintaining value pricing vs. lowest price for services.

Practice Development: The Cowles' Trust Plus system includes a full marketing plan for design based on your specifications, as well as samples of flyers, ads, press releases, seminar materials, correspondence to referral sources, and other extensive proven materials for building the practice.

Pre-Appointment Activity: Informational videos and booklets, receptionist scripts, worksheets for preparation by the client prior to attending the initial appointment, and other proven methods of building credibility are all included within the system.

Initial Appointment: Checklists and techniques for an effective initial appointment are included.

Document Generation: Software may be used directly by the drafter, or data entry may be delegated to an assistant.

Estate Plan Implementation: The Cowles' Trust Plus system includes Estate Organizer™ binders which come with educational material and pages for removal and insertion of custom pages generated by software.

Follow-up After Appointment: The system includes correspondence and a questionnaire for continuing excellent client relationships, building referrals, and ensuring proper funding of the trust by the firm, client, or a combined effort.

Trust Plus includes:

• Document assembly software modules to generate revocable trusts, wills, and irrevocable trusts. Read More...

• Use of Cowles Customizer.
  

• Annual licensing to use software.

• Substantive legal and technical product updates and enhancements.

• Live technical support via our 800 telephone number, or by email.

• Access to the Cowles Members Only area of the Cowles web site.

• Membership in the Cowles Listserve