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Cowles Estates Practice System
The Cowles Estates Practice System offers comprehensive, user-friendly solutions for estate planning and trust terminations, and tools to help build your practice.
From drafting wills, trusts, and related documents, to
carrying out trust administrations, to creating a marketing
plan and setting goals, the Cowles system offers a total
package for today's busy, client-focused professional.
Cowles Products
Cowles Trust Plus® estate planning software generates all
the forms and associated correspondence necessary to create
and implement a complete estate plan.
More information
Cowles TrusTerminator® software generates
correspondence and documents required to terminate a
revocable trust at the time of a client's death.
More information
Cowles Members Only is a complete online resource
for your trusts and estates practice and is included in every
subscription to Cowles Trust Plus and Cowles TrusTerminator.
More information
Practice Building Supplies provide your firm with
additional tools for marketing, client education, document
presentation and much more.
View a list of practice building supplies
Why choose the Cowles system?
- Offers tools to help market and manage your practice
- Checklist drafting approach efficiently delegates data entry to staff
- Provides fully integrated correspondence and documents
- Supports creating custom estate plans
- Allows you to generate documents of your choice and include your preferred language
- Provides access to the Cowles listserve to connect with your peers
Additional information
System requirements and licensing information (PDF)
License Agreement (PDF)
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