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Lori Carver

Guide to Wills, Trusts and Estate Software

Find the right estate software for wills, trusts and estate planning


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Wills, trusts and estate software let you plan today for the inevitable tomorrow. If you die, will your estate go to your planned heirs? Will your business continue to operate with your appointed person at the helm? Don't take chances with the future of your family and business. Make your will and estate decisions now and protect your assets.

Estate planning can be as simple as purchasing software and filling in the blanks. Estate planning software exists as does software for last will and testament and trust fund software. Look at the following to choose the best wills, trusts and estate software for your needs:

1. Find suppliers of estate software that meets your criteria.

2. Plan your heirs future with trust software geared just for you.

3. Write your will today with will software that updates with your changing needs.


Action Steps
The best contacts and resources to help you get it done

Locate the estate software for your needs


Estate planning shows you how to get the maximum amount of your wealth to the beneficiaries you choose, while paying the least amount of taxes. Estate planning software will walk you through different scenarios to show you the best plans for your current situation. If your situation changes you can make adjustments accordingly right in the software program.

I recommend: National Law Forms Inc provides software for estate planning. Just fill in the blanks for your particular situation. This software is available for all 50 states so choose your state and begin your estate planning. EVP Systems offers free software (you pay only for usage) for valuing securities for estate planning purposes. Banks, accounting firms, attorneys and the IRS use their software.

Choose providers of trust software for your individual needs


A living trust puts you in the driver seat over your estate and how it will be distributed after your death. You can appoint anyone you like to be the trustee including yourself since you are still living. Trust software programs show you exactly what will happen, including tax consequences, according to the choices you make.

I recommend: FORE Trust Software provides wills and trusts software, irrevocable trusts and binders. Choose the program and download a free 30-day trial so you can try it before you buy. Standard Legal provides Living Trust Software that's valid in all 50 states. This consists of fill-in-the-blank legal forms to create all types of trusts including single or joint.

Select suppliers of will software and write that special document


It is never too soon to write a will since the consequence of death without a will can mean additional financial devastation for your potential heirs. Your estate will not just pass automatically to the beneficiary of your choice, so make these decisions official and legal with a will.

I recommend: Nolo will guide you through writing your will online. Choose the features you want and pay for this will after you complete it. Law Firm Software provides a complete will package with an auto-complete feature that saves time, since it will recognize names and other information that you repeat.

Tips & Tactics
Helpful advice for making the most of this Guide

  • Wills, trusts and estate software are great tools to use to plan your inevitable future. However, after you fill in the blanks and are satisfied with the outcome, consult an attorney who specializes in estate planning to make sure you have made the best decisions possible for your particular situation.

The official source of Wills, Trusts and Estate Software is
the Wills, Trusts and Estate Software page at Business.com

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