Cowles Trust Plus®

The Cowles Trust Plus system includes document assembly software modules to generate revocable trusts, wills, irrevocable life insurance trusts and special needs trusts.

Each module includes all relevant companion documents to create and implement a complete estate plan:

• supporting documents
• funding documents
• correspondence
• invoicing
• custom covers and envelopes
• documents for one-time data entry

Modules are integrated so client data may be shared. Extensive legal help includes drafting guidance, legal citations, and discussion, all available with the click of a mouse.

Also includes Cowles Customizer™ allowing you to easily edit system language or add your own documents.

More Cowles Trust Plus features:

• Substantive legal and technical product updates and enhancements
• Annual licensing to use the software
• Access to the Cowles Members Only Web site
• Membership in the Cowles Listserve, offering discussions with other Cowles subscribers
• Toll-free technical and content support
• Practice-building supplies
  • Estate Organizer™ Binders for presenting the completed plan to your clients
  • A Practical Guide to Estate Planning
  • A Guide for Administering the Revocable Living Trust
  • A Personal Tour Through Asset Transfers™ DVD
• Drafting Checklists