Summary of Trusts and Estates Law Practice Software
Prepared 10/15/03 for October 2003 23rd Annual Southern California Tax & Estate Planning Forum - Copyright 2003 by Joseph G. Hodges Jr.
I. Estate Planning
A. General Calculations and Illustrations Programs BNA Estate Tax Planner EPLAN ES: The Estate Plan Analyzer Estate Forecaster Estate Plan Plus; Visual Estate Plan Plus Estate Planning Tools; Estate Planning QuickView Financial and Advanced Planning Solutions Intuitive Estate Planner Kugler Estate Analyzer NumberCruncher; Estate Planning QuickView TrustWise 4.0 ViewPlan and ViewPlan Advanced TValue Tax Calculations Wealth Planning Suite zCalc (Excel Spreadsheet Addin) B. Charitable Giving Programs Charitable Financial Planner PhilanthroCalc for Windows, Web and Free Charitable Quick-Plan Crescendo Pro, Lite, Estate, Plus and Presents EPLAN NumberCruncher; Charitable Gift Planner PGCalc Planned Giving Manager & Mini Manager; GiftCalcs TrustWise Gifting Module ViewPlan and ViewPlan Advanced C. Retirement Planning Programs NumberCruncher; Pension & Roth IRA Analyzer DistribuGuide (Choate) PenD'Calc R&EP Pension & Roth IRA Analyzer; RetireNow Pension Dist. Planner & Calc.; MDR Calc. PensionPlanners.com Roth 401K.com RothIRA.com NewRMD.com and RMD Calculator Web Site URL www.leimberg.com www.LawOnTheWeb.com www.pendcalc.com www.brentmark.com www.brentmark.com www.pensionplanners.com www.roth401k.com www.rothira.com www.newrmd.com Publisher Leimberg & LeClair, Inc. The Technology Group, Inc. PenD'Calc Corporation Brentmark Software Brentmark Software Brentmark Software Brentmark Software Brentmark Software Brentmark Software Telephone # (610) 527-5216 (410) 576-2040 (800) 766-7327 (800) 879-6665 (800) 879-6665 (800) 879-6665 (800) 879-6665 (800) 879-6665 (800) 879-6665 Web Site URL www.bnasoftware.com www.brentmark.com www.superior-software.com www.estateforecaster.com www.probate-software.com www.brentmark.com www.kettley.com www.west.thomson.com www.brentmark.com www.leimberg.com www.osisoftware.com www.tax.cchgroup.com www.timevalue.com www.advancedimpact.com www.zcalc.com Publisher BNA Software Brentmark Software Superior Software, Inc. RIA Group Selden Integrated Systems Brentmark Software Kettley Publishing Co. West Group Brentmark Software Leimberg & LeClair, Inc. OSI Software ViewPlan Division of CCH Inc. TimeValue Software Impact Technologies Group, Inc. zCalc, LLC Telephone # (800) 372-1033 (800) 879-6665 (800) 421-3264 (800) 950-1216 (800) 288-9169 (800) 879-6665 (800) 777.3162 (800) 323-1336 (800) 879-6665 (610) 527-5216 (800) 432-6947 (800) 449-1884 (800) 426-4741 (800) 438-6017 (801) 785-1300
Web Site URL www.brentmark.com www.ptec.com www.kettley.com www.crescendosoft.com www.brentmark.com www.leimberg.com www.pgcalc.com www.osisoftware.com www.tax.cchgroup.com
Publisher Brentmark Software PhilanthroTec Kettley Publishing Crescendo Software (Comdel, Inc.) Brentmark Software Leimberg & LeClair, Inc. PG Calc Inc. OSI Software ViewPlan Division of CCH Inc.
Telephone # (800) 879-6665 (704) 845-5527 (800) 777-3162 (800) 858-9154 (800) 879-6665 (610) 527-5216 (617) 497-4970 (800) 432-6947 (800) 449-1884
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D. Tax Utilities (factors, rates, other calcs) Programs Estate Planning Tools; IRS Factors; IRS Interest & Penalties ViewPlan and ViewPlan Advanced Inter-Est NumberCruncher; IRS Factors; Charitable Gift Planner Tiger Tables Tvalue Tax Calculations zCalc (Excel Spreadsheet add in)
Web Site URL www.brentmark.com www.tax.cchgroup.com www.inter-est.com www.leimberg.com www.tigertables.com www.timevalue.com www.zcalc.com
Publisher Brentmark Software ViewPlan Division of CCH Inc. Cammack Computations Co. Leimberg & LeClair, Inc. Tiger Tables Software TimeValue Software zCalc, LLC
Telephone # (800) 879-6665 (800) 449-1884 (800) 594-5826 (610) 527-5216 (314) 231-2800 (800) 426-4741 (801) 785-1300
II. Document Drafting
Programs American Academy of EP Attorneys - AAEPA Amicus Assembly (using GhostFill DAE) California, Florida & Georgia Wills & Trusts Capsoft and HotDocs Template Products (various states) DL: Drafting Libraries Document Production System (all 50 states) Documents On Disk Drafting Wills and Trust Agreements (Wilkins) Essential Estate Planning Forms System (Begley) HotDocs Template Products (various states) National Network of EP Attorneys - NNEPA - Netplan ProDoc System for Florida and Texas Quicken Lawyer (fka Nolo Press WillMaker & RLT Maker) thinkDOCS with LiveData Trust Plus WealthDocs (HotDocs & MS Word) Wealth Transfer Planning (Blattmachr & Graham) WinDraft WillDraft WillBuilder WILLPower WillWriter Web Site URL www.aaepa.com www.amicusattorney.com www.lawgic.com www.hotdocs.com www.draftinglib.com www.dps8.com www.insmark.com www.west.thomson.com www.aspenpublishers.com www.hotdocs.com www.nnepa.com www.prodoc.com www.nolo.com www.thinkdocs.com www.cowleslegal.com www.wealthcounsel.com www.ilsdocs.com www.lawtech.com www.expertext.com www.easysoft-usa.com www.kiplinger.com/software www.winworks.com Publisher AAEPA Gavel & Gown Software Lawgic, LLC, a Florida Corp. Matthew Bender/LexisNexis Attorney's Computer Network, Inc. Advanced Logic Systems InsMark Inc. West Group Aspen Publishers Matthew Bender/LexisNexis NNEPA - QA3 Financial Corp. ProDoc, Inc. Nolo Press DataTech Software, Inc. Cowles Legal Systems WealthCounsel, LLC InterActive Legal Systems Eidelman Associates ExperText Systems Ltd. Easy Soft. Inc. Block Fanancial Corp./Kiplinger WinWorks Corp. Telephone # (800) 846-1555 (800) 472-2289 (877) 252-9442 (800) 223-5297 (610) 347-1500 (800) 454-7703 (925) 543-0500 (800) 344-5008 (800) 234-1660 (800) 223-5297 (888) 337-4090 (800) 759-5418 (800) 728-3555 (800) 556-7526 (800) 366-1730 (888) 659-4069 (410) 576-2040 (734) 769-1500 (416) 971-8454 (800) 905-7638 (800) 457-9526 (800) 265-2975
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III. Probate Administration Forms
Programs CourtLink Document Production System (various states) Brentmark Asset Transfer System FindLaw Court Forms - State Forms FPS Calendar - Fiduciary Calendar & Tickler FundingPro and SettlementPro HotDocs Free & Pay Forms (various states) LegalSolutions ™ Plus Lexis Practice Area Forms Probate System by Legal Automation (CA) Probate System by ProDoc (FL & TX) thinkDOCS with LiveData TrusTerminator Web Site URL www.courtlink.com www.dps8.com www.brentmark.com www.forms.lp.findlaw.com www.fasttaxtrust.com/fps.htm www.advancedplanning.com www.hotdocs.com www.west.thomson.com www.lexisONE.com www.legal-automation.com www.prodoc.com www.thinkdocs.com www.cowleslegal.com Publisher LexisNexis Advanced Logic Systems Brentmark Software FindLaw (now a Thomson Co.) Thomson Fast-Tax Advanced Planning Solutions, LLC Matthew Bender/LexisNexis West Group LEXIS-NEXIS Group Legal Automation ProDoc, Inc. DataTech Software, Inc. Cowles Legal Systems Telephone # (800) 774-7317 (800) 454-7703 (800) 879-6665 (650) 210-1900 (800) 331-2533 (877) 891-3863 (800) 223-5297 (800) 344-5008 (800) 356-6548 (916) 847-0880 (800) 759-5418 (800) 556-7526 (800) 366-1730
IV. Fiduciary Accounting
Programs 6-in-1 Estate Administration System ACTEC Quicken Templates Court Trust acCounting (for MS Office) FASTER ProBATE Plus TEdec Fiduciary Accounting System Total Trust West EPS Fiduciary Accounting (FATE) - now Fast-Tax FPS Zane Fiduciary Accounting System (FAS) Web Site URL www.lacknergroup.com www.actec.org www.legal-automation.com www.fastersystems.com www.probate-software.com www.tedec.com www.exhibitonesoftware.com www.fasttaxtrust.com/fps.htm www.fasttaxtrust.com/fps.htm Publisher Lackner Group, Inc. ACTEC Legal Automation FASTER Systems, LLC Selden Integrated Systems TEdec Systems, Inc. Exhibit One Software Thomson Fast-Tax Thomson Fast-Tax Telephone # (800) 709-1041 (310) 398-1888 (916) 847-0880 (508) 347-0195 (800) 288-9169 (800) 345-2154 None Listed (800) 331-2533 (800) 331-2533
V. Asset Valuation
Programs Appraise Advanced Business Valuation Advanced and Financial Planning Solutions Estate Planning Tools EstateVal (EVP) + CostBasis EE Bond, StampPro, CoinPro, BaseballPro NumberCruncher, Business Quick-Plan Wallace EZ Link Online Pricing System West EPS EPScom - now Fast-Tax FPS Web Site URL www.appraisenj.com www.ess-soft.com www.kettley.com www.brentmark.com www.evpsys.com www.mrrsoft.com www.leimberg.com www.financialdata.com www.fasttaxtrust.com/fps.htm Publisher Evaluation Services Inc. Essential Software Corp. Kettley Publishing Brentmark Software Estate Valuations & Pricing Systems, Inc. MMR Software Leimberg & LeClair, Inc. Financial Data Service, Inc. Thomson Fast-Tax Telephone # (201) 784-8500 (262) 798-8050 (800) 777-3162 (800) 879-6665 (818) 313-6300 (503) 686-9470 (610) 527-5216 (800) 762-5468 (800) 323-1336
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VI. Tax Returns
A. Tax Forms on CD ROMs Programs ATX MAX (formerly Kleinrock's Tax Forms Library) e-Form IRS Federal Tax Forms ProSeries SuperForm US Treasury Tax Products CD ROM - Pub 1796 B. Form 706 Death Tax Preparation Programs 706 Plus BNA 706 Preparer FASTER Lacerte Form 706 ProSeries Form 706 Quik 706 Quick and Easy Form 706 TEdec Fiduciary Accounting System US Trust 706/709 WorldWideWeb Tax Professional West EPS Form 706 (FET) - now Fast-Tax FPS Zane/706 C. Form 709 Gift Tax Preparation Programs 709 Plus BNA 709 Preparer Lacerte Form 709 ProSeries Form 709 Quik 709 US Trust 706/709 WorldWideWeb Tax Professional West EPS Form 709 (FGT) - now Fast-Tax FPS Zane/709 D. Form 1041 Fiduciary Income Tax Preparation Programs 1041 Plus FASTER IRS Federal Tax Forms Lacerte Form 1041 ProSeries Form 1041 Quik 1041 Quick and Easy Form 1041 TEdec Fiduciary Accounting System WorldWideWeb Tax Professional West EPS Form 1041 (FIT) - now Fast-Tax FPS Zane/1041 Web Site URL www.atxinc.com www.riag.com www.irs.ustreas.gov www.proseries.com www.stfservices.com http://bookstore.gpo.gov/irs Publisher ATX II, LLC, a UCG Company Thomson RIA US Government Printing Office Intuit ProSeries STF Services Government Printing Office Telephone # (877) 728-8776 (800) 431-9025 (202) 512-1800 (800) 934-1040 (800) 541-7197 (202) 512-2250 fax
Web Site URL www.probate-software.com www.bnasoftware.com www.fastersystems.com www.lacertesoftware.com www.proseries.com www.lacknergroup.com www.quickandeasy.com www.tedec.com www.brentmark.com www.wwwebtax.net www.fasttaxtrust.com/fps.htm www.fasttaxtrust.com/fps.htm
Publisher Selden Integrated Systems BNA Software FASTER Systems, LLC Lacerte Software Corp. Intuit ProSeries Lackner Group, Inc. DataTech Software, Inc. TEdec Systems, Inc. Brentmark Software WorldWideWeb Tax Thomson Fast-Tax Thomson Fast-Tax
Telephone # (800) 288-9169 (800) 372-1033 (508) 347-0195 (800) 765-7777 (800) 934-1040 (800) 709-1041 (800) 556-7526 (800) 345-2154 (800) 879-6665 None listed (800) 331-2533 (800) 331-2533
Web Site URL www.probate-software.com www.bnasoftware.com www.lacertesoftware.com www.proseries.com www.lacknergroup.com www.brentmark.com www.wwwebtax.net www.fasttaxtrust.com/fps.htm www.fasttaxtrust.com/fps.htm
Publisher Selden Integrated Systems BNA Software Lacerte Software Corp. Intuit ProSeries Lackner Group, Inc. Brentmark Software WorldWideWeb Tax Thomson Fast-Tax Thomson Fast-Tax
Telephone # (800) 288-9169 (800) 372-1033 (800) 765-7777 (800) 934-1040 (800) 709-1041 (800) 879-6665 None listed (800) 331-2533 (800) 331-2533
Web Site URL www.probate-software.com www.fastersystems.com www.irs.ustreas.gov www.lacertesoftware.com www.proseries.com www.lacknergroup.com www.quickandeasy.com www.tedec.com www.wwwebtax.net www.fasttaxtrust.com/fps.htm www.fasttaxtrust.com/fps.htm
Publisher Selden Integrated Systems FASTER Systems, LLC US Government Printing Office Lacerte Software Corp. Intuit ProSeries Lackner Group, Inc. DataTech Software, Inc. TEdec Systems, Inc. WorldWideWeb Tax Thomson Fast-Tax Thomson Fast-Tax
Telephone # (800) 288-9169 (508) 347-0195 (202) 512-1800 (800) 765-7777 (800) 934-1040 (800) 709-1041 (800) 556-7526 (800) 345-2154 None listed (800) 331-2533 (890) 331-2533
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VII. Research (on-line and CD-ROM)
Programs CCH Internet Tax Research Network; CCH Essentials Estate Planning Advisor; Checkpoint Tax Notes Today; Taxwire; One Disk Research Libraries Kleinrock's Tax Expert Online Lexis.com + LEXIS-NEXIS LISI - Leimberg Information Services Inc. Loislaw PD ROM (Practical Drafting) Tax Facts 1&2 + FieldGuide URLaw Legal Research Center - State Probate Laws VersusLaw Westlaw + West CD-ROM Libraries Web Site URL www.tax.cchgroup.com www.riag.com www.tax.org www.kleinrock.com www.lexisnexis.com/legalonline www.leimbergservices.com www.loislaw.com www.ustrust.com www.nationalunderwriter.com www.netlizard.com www.versuslaw.com www.west.thomson.com Publisher Tax.CCHGroup Research Institute of America Tax Analysts Kleinrock Publishing, Inc. LEXIS-NEXIS Leinberg Information Services, Inc. Aspen Publishers US Trust Corporation National Underwriter Co. Net Lizard's Research Center VersusLaw, Inc. West Group Telephone # (800) 344-3734 (800) 431-9025 (800) 955-3444 (800) 890-1503 (800) 262-2391 (610) 525-6957 (800) 364-2512 (800) 878-7878 (800) 543-0874 None Listed (452) 250-0142 (800) 328-9352
VIII. Case Management
Programs AbacusLaw Amicus Attorney (using GhostFill DAE) askSAM Connect2A (ASP) iKE Office TimeMatters with HotDocs ProDoc Small Office Suite (S0S) (FL & TX) Web Site URL www.abacuslaw.com www.amicusattorney.com www.leimberg.com www.connect2a.com www.ike.com www.timematters.com www.prodoc.com Publisher Abacus Data Systems, Inc. Gavel & Gown Software Leimberg & LeClair, Inc. Connect2A.com Selden Integrated Systems, Inc. DATA.TXT Corp. ProDoc, Inc. Telephone # (800) 726-3339 (800) 472-2289 (610) 527-5216 (800) 372-2290 (800) 288-9169 (800) 328-2898 (800) 759-5418
IX. Financial Planning
Programs Backroom Technician ScenarioNow and RetireNow Cheshire Financial Planning Suite ExecPlan Financial Analyzer II LGX LifeGoals MasterPlan MethuselahMVP MoneyGuidePro MoneyTree Suite and Silver Financial Planner NaviPlan Suites (Standard and Extended) PFP Notebook Portfolio Pathfinder Profiles+ Professional and Forecaster ScenarioNow and RetireNow WealthMaster Web Site URL www.kettley.com www.tax.cchgroup.com www.cheshire.com www.shawney.com www.leimberg.com www.lifegoals.com www.masterplanner.com www.methuselah.com www.moneyguidepro.com www.moneytree.com www.naviplan.com www.brentmark.com www.planscan.net www.profiles.com www.scenarionow.com www.wealthtec.com Publisher Kettley Publishing Co. Tax.CCHGroup Cheshire Software The Shawney Group Leimberg & LeClair, Inc. LifeGoals Corp. MasterPlan Financial Software Unger Software Corp. PIE Technologies, Inc. Money Tree Software NaviPlan Software Brentmark Software PlanScan, LLC Financial Profiles, Inc. ScenarioNow, Inc. WealthTec, LLC Telephone # (800) 777-3162 (800) 449-8114 (800) 734-6734 (888) 729-4639 (610) 527-5216 (888) 326-0006 (800) 229-5080 (888) 864-3776 (800) 743-7092 (877) 421-9815 (888) 692-3474 (800) 879-6665 (303) 494-0399 (760) 431-9400 (866) 272-3627 (443) 535-8675
Note: Some of the preceding data was obtained, with permission, from a list compiled by Daniel B. Evans for a seminar, which he and I co-presented at the ABA TechShow in 1999 and from lecture materials prepared by John L. Olsen, CLU, ChFC, Olsen Financial Group, for May 2003 Financial Planning Conference entitled "How To Choose Financial Planning Software."
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