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3410 Sky Park Blvd. FOR IMMEDIATE RELEASE Cowles Legal Systems Unveils Special Needs Trust Software for Trusts & Estates Planners Nationwide Eau Claire, WI – September 9, 2005 Cowles Legal Systems, Inc. announced the release of version 16, including a new module for creating special needs trusts in conjunction with the company’s estate planning software system, Cowles Trust Plus. The SNT module includes an option for a standalone irrevocable third party special needs trust, as well as options for funding SNT’s as part of the plan of distribution in a revocable living trust or will. The SNT may be included within those documents as part of the plan of distribution, or may be transferred into an existing SNT. The new SNT module is part of a family of checklist-based systems which enhance attorney time and make it easy to draft comprehensive plans, while being able to delegate data entry and other non-legal aspects of estate planning. “Using the checklist to make drafting decisions while meeting with the client is a win-win situation,” says CEO, Colleen Cowles. “The client receives personal attention, estate plans are completely customized for the client, all documents are consistent, turnaround time is very efficient, and because of the system, estate plans can include complex planning when required, at a rate that’s affordable for the client yet profitable for the attorney.” Substantive legal help, downloadable marketing plan and custom materials, fee agreements, and drafting checklists for wills, revocable trusts, irrevocable trusts, special needs trusts, and termination upon a trust grantors death are included. Version 16 also includes Circular 230 language where appropriate, enhanced artificial intelligence for minimizing liability, consistency and ease in drafting, and state specific updates. About Cowles Legal Systems, Inc : Cowles Legal Systems, Inc., founded in 1988, is a privately held, Eau Claire , Wisconsin , based company providing comprehensive trusts and estates software systems to professionals nationwide. Cowles products and services include checklist-based trusts and will document assembly software, postmortem software to terminate trusts, legislative updates, substantive legal help data bases, marketing & practice development tools, and an online discussion group. Visit www.cowleslegal.com for more information.
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