A comprehensive legal research plan for your estate planning practice.
Efficiently build strategic estate plans to safeguard your clients' interests.
Westlaw Estate Planning Practitioner delivers all your practice resources in a single location to help you efficiently provide expert representation to your clients.
Get estate planning legal resources and research tools that only Westlaw can provide.
From evaluating client assets to administering the estate, save time with an online set of content and tools designed to assist you in all of your daily tasks. Some of the online content and features you'll get with Estate Planning Practitioner include:
- Easy access to all the relevant forms and checklists you need
- Powerful planning software that makes it easy to calculate estate plan options and present them to clients
- Easy-to-use document assembly tools for fast, accurate creation of estate planning documents
- In-depth public records, including people finder tools, real property records, and historical stock quotes
- Practice guides and treatises with expert analysis to help you determine the most favorable estate plan
- Federal tax cases, USCA, and IRS materials all in one place
- Optional software for preparing inheritance/estate tax forms
- Practice materials, including West's secondary treatises and CLE materials
- Estate planning news updates to monitor changes that may affect your clients
Take a Closer Look
This four-minute video outlines the benefits and features that Estate Planning Practitioner can provide from one convenient location.
Westlaw Estate Planning Practitioner organizes everything you need from one master screen. Take a quick look at how it's organized.
This database list describes the estate planning and probate databases on Westlaw, including case law and statutory materials, state-specific guides, legal texts and periodicals, RIA materials, and estate planning treatises from WG&L.
Product Support
This guide is organized around the tasks typically performed by an estate planning attorney: client intake and evaluation of assets; developing, drafting, and reviewing estate plans; and administering the estate.
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The Estate Planning & Probate Practice Center provides an overview of West's resources and materials for your estate planning practice.