Corrections and Additions to
Wills, Trusts, and Technology
An Estate Lawyer's Guide to Automation, Second Edition
By Daniel B. Evans

Copyright © 1997-2007 Daniel B. Evans. All rights reserved.

Last updated: 10/25/2007


Appendix A: Software for an Estate Practice

The following is a list that both supplements and replaces Appendix A of the second edition of Wills, Trusts, and Technology.

Estate Planning

General Calculations and Illustrations

The following programs can illustrate one or more estate planning strategies and recommendations, both through tax and financial calculations and projections and through charts and graphs. The capabilities of the programs vary greatly, but the tax calculations and strategies might include marital deduction decisions, lifetime giving, life insurance recommendations, tax elections for business interests, generation-skipping taxes, state death taxes, and charitable split-interest trusts.

Program(s)

Publisher

Telephone#

Web Site URL

BNA Estate & Gift Tax Planner

BNA Software

(800) 372-1033

www.bnasoftware.com

Crescendo Estate

Crescendo Software (Comdel, Inc.)

(800) 858-9154

www.crescendosoft.com

ES: The Estate Plan Analyzer

Superior Software, Inc.

(800) 421-3264

www.superior-software.com

Estate Planning Tools;
Kugler Estate Analyzer

Brentmark Software

(800) 879-6665

www.brentmark.com

Intutive Estate Planner;

Thomson - West

(800) 328-4880

west.thomson.com

Leimberg's Estate Planning QuickView;
NumberCruncher

Leimberg & LeClair, Inc.

(610) 924-0515

www.leimberg.com

TrustWise

OSI Software

(800) 650-4334

www.osisoftware.com

ViewPlan

CCH Incorporated

(800) 835-5224

www.cchgroup.com

Zcalc

Thomson – Fast-Tax

(800) 331-2533

www.thomson.com

Charitable Giving

The following programs were designed to illustrate the advantages of charitable giving, either lifetime or testamentary, usually through split-interest trusts (charitable remainder trusts or charitable lead trusts).

Program(s)

Publisher

Telephone#

Web Site URL

Charitable Financial Planner

Brentmark Software

(800) 879-6665

www.brentmark.com

Crescendo Pro

Crescendo Software (Comdel, Inc.)

(800) 858-9154

www.crescendosoft.com

NumberCruncher

Leimberg & LeClair, Inc.

(610) 924-0515

www.leimberg.com

PhilanthroCalc

PhilanthroTec

(800) 332-7832

www.ptec.com

Planned Giving Manager

PG Calc Inc.

(888) 497-4970

www.pgcalc.com

Tiger Tables

Tiger Tables Software

(314) 552-6187

www.tigertables.com

ViewPlan

CCH Incorporated

(800) 835-5224

www.cchgroup.com

Retirement Planning

Some special programs are available that will calculate taxes on retirement benefits and the different planning options available for retirement plan benefits.

Program(s)

Publisher

Telephone#

Web Site URL

NumberCruncher

Leimberg & LeClair, Inc.

(610) 924-0515

www.leimberg.com

PenD'Calc

PenD'Calc Corporation

(800) 766-7327

www.pendcalc.com

Pension & Roth IRA Analyzer;
RetireNow;
Pension Distributions Calculator

Brentmark Software

(800) 879-6665

www.brentmark.com

Tax Utilities (Factors, Rates, and Other Calculations)

There are a variety of programs available that perform specific calculations that are useful in estate planning or estate administrations, such as actuarial valuations under I.R.C. section 7520, calculations of interest (or penalties) on underpayments of tax, and similar problems.

Program(s)

Publisher

Telephone#

Web Site URL

Estate Planning Tools

Brentmark Software

(800) 879-6665

www.brentmark.com

Inter-Est

Cammack Computations Co.

(800) 594-5826

www.inter-est.com

NumberCruncher

Leimberg & LeClair, Inc.

(610) 924-0515

www.leimberg.com

Tiger Tables

Tiger Tables Software

(314) 552-6187

www.tigertables.com

Zcalc

Thomson – Fast-Tax

(800) 331-2533

www.thomson.com


Document Drafting

Will, Trust, and Other Forms

Most of the programs listed below have been designed to generate wills or revocable trusts that comply with the laws of most states, although some of the programs were specifically designed with certain states in mind. Some of the programs will generate other documents (such as durable powers of attorney), and some of the programs are document drafting "engines" or "shells" which are for lawyers to use in automating their own forms.

Program(s)

Publisher

Telephone#

Web Site URL

Automated Wills

Korbitec Holdings Inc.

(905) 286-1888

www.ghostfill.com

DL: Drafting Libraries

Attorney's Computer Network, Inc.

(610) 347-1500

www.draftinglib.com

Drafting Wills and Trust Agreements on GhostFill

Thomson - West

(800) 328-4880

west.thomson.com/dwta

Estate Planning, Wills and Living Trusts

Ruth Technology Corporation

(800) 350-8262

www.lawfirmsoftware.com

Estates and Trusts Forms Manual

Knowles Publishing Inc.

(800) 299-0202

www.knowlespublishing.com

LexisNexis Automated Forms (various states)

Lexis Publishing

(800) 223-1940

www.lexis.com/forms

ProDoc Will Forms

Automated Legal Systems, Inc.

(800) 759-5418

www.prodoc.com

Trust Plus

Cowles Legal Systems

(800) 366-1730

www.cowleslegal.com

Wealth Transfer Planning

Interactive Legal Systems

(888) 315-0872

www.ilsdocs.com

Wills & Trusts (Selected States)

Lawgic Publishing

(877) 252-9442

www.lawgic.com

Document Drafting Software

The following programs are document drafting "engines" or "shells" which lawyers can use to automate their own forms. Some of these programs may include pre-programmed will and trust forms.

Program(s)

Publisher

Telephone#

Web Site URL

GhostFill

Korbitec Holdings Inc.

(905) 286-1888

www.ghostfill.com

HotDocs

Matthew Bender & Co. (Lexis/Nexis Group)

(800) 500-3627

www.hotdocs.com


Estate and Trust Administration Forms

Probate Forms

Software to generate petitions for probate, inventories, notices to beneficiaries or creditors, and other local forms are available from some publishers.

Program(s)

Publisher

Telephone#

Web Site URL

Lackner Quik PA Probate Forms

Lackner Group, Inc.

(800) 709-1041

www.lacknergroup.com

LexisNexis Automated Forms (various states)

Lexis Publishing

(800) 223-1940

www.lexis.com/forms

ProbatePlus

EstateWorks

(978) 461-1200

www.estateworks.com

Quick & Easy Automated Legal Forms

DataTech Software, Inc.

(800) 556-7526

www.quickandeasy.com

West's Desktop Practice Systems

West Group

(800) 328-9352

www.westgroup.com

Trust Funding and Termination

Some programs have been developed especially to assist in preparing the deeds, assignments, and other documents necessary to fund (and terminate) revocable trusts.

Program(s)

Publisher

Telephone#

Web Site URL

Brentmark Asset Transfer System

Brentmark Software

(800) 879-6665

www.brentmark.com

Trust Terminator

Cowles Legal Systems

(800) 366-1730

www.cowleslegal.com


Fiduciary Accounting

The following programs can be used to account for receipts and disbursements during the administration of an estate, as well as generate a fiduciary accounting for filing in court. All of the accountings will comply with the Uniform Fiduciary Accounting Principles adopted by the Committee on National Fiduciary Accounting Standards of the National Center for State Courts, and some will comply with certain local standards as well.

Program(s)

Publisher

Telephone#

Web Site URL

6-in-1 Estate Administration Program

Lackner Computer Group, Inc.

(800) 709-1041

www.lacknergroup.com

Fiduciary Accounting System for Trusts and Estates Reporting (FASTER)

Faster Systems, LLC

(508) 347-0195

www.fastersystems.com

FPS Accounting

Thomson - Fast-Tax

(800) 331-2533

www.fasttaxtrust.com

Gillett Estate Management Suite (GEMS)

Gillett Publishing LLC

(970) 667-6223

www.gillettpublishing.com

TEdec Fiduciary Accounting System

TEdec Systems, Inc.

(800) 345-2154

www.tedec.com


Asset Valuation

The following software (or on-line services) fall into two areas: software (or services) to value marketable securities, and software to help value closely held businesses.

Program(s)

Publisher

Telephone#

Web Site URL

Advanced Business Valuation

Essential Software

(262) 798-8050

www.ess-soft.com

Appraise

Evaluations Services, Inc.

(888) 374-4706

www.appraisenj.com

Business Quick-Plan

Kettley Publishing

(800) 777-3162

www.kettley.com

EPScom

Clark Boardman Callaghan

(800) 328-4880

www.thomson.com

Estate Planning Tools

Brentmark Software

(800) 879-6665

www.brentmark.com

EstateVal

Estate Valuations & Pricing Systems, Inc.

(800) 237-3440

www.evpsys.com

NumberCruncher

Leimberg & LeClair, Inc.

(610) 924-0515

www.leimberg.com

Portfolio Evaluations

Estates, Evaluations & Estimates

(800) 597-0239

www.estatevalue.com

Value Expert

Innovative Professional Software, Inc.

(800) 284-6105

www.valueprodeluxe.com

Wallace Historical Securities Pricing

Financial Data Service, Inc.

(800) 399-3008

www.financialdata.com


Tax Returns

Forms on CD-ROMs

The following CD-ROMs can be used to fill-in and print a variety of federal and state tax returns, but the software usually contains no calculations or logic beyond simple addition or subtraction.

Program(s)

Publisher

Telephone#

Web Site URL

E-Form

RIA

(800) 950-1216

ria.thomson.com

FormsComplete

Universal Tax Systems, Inc.

(800) 755-9473

www.taxwise.com

IRS Federal Tax Forms
(Publication 1796)

U.S. Government Printing Office

(800) 829-3676

www.irs.gov

MAX; ZillionForms

ATX II, LLC

(877) 728-9776

www.atxinc.com

SuperForm

STF Services

(800) 541-7197

www.stfservices.com

Death Tax Return Preparation

The following programs go beyond simple fill-in-the-blanks and can perform a variety of tax calculations, such as calculations of the "optimum" marital deduction. Some of these programs are integrated with fiduciary accounting software, and some can prepare state death tax returns as well as the federal Form 706.

Program(s)

Publisher

Telephone#

Web Site URL

BNA 706 Preparer

BNA Software

(800) 372-1033

www.bnasoftware.com

Fiduciary Accounting System for Trusts and Estates Reporting (FASTER)

Faster Systems, LLC

(508) 347-0195

www.fastersystems.com

FormsExpert 706

Universal Tax Systems, Inc.

(800) 755-9473

www.taxwise.com

FPS 706

Thomson - Fast-Tax

(800) 331-2533

www.fasttaxtrust.com

Gillett Estate Management Suite (GEMS)

Gillett Publishing LLC

(970) 667-6223

www.gillettpublishing.com

Quick and Easy Estate Practice

DataTech Software, Inc.

(800) 556-7526

www.quickandeasy.com

Quik 706;
Lackner Quik PA-1500

Lackner Computer Group, Inc.

(800) 709-1041

www.lacknergroup.com

TEdec Fiduciary Accounting System

TEdec Systems, Inc.

(800) 345-2154

www.tedec.com

Form 709 Preparation

These programs are specifically designed for federal gift tax return preparation.

Program(s)

Publisher

Telephone#

Web Site URL

BNA 709 Preparer

BNA Software

(800) 372-1033

www.bnasoftware.com

FormsExpert 709

Universal Tax Systems, Inc.

(800) 755-9473

www.taxwise.com

FPS 709

Thomson - Fast-Tax

(800) 331-2533

www.fasttaxtrust.com

Gillett Estate Management Suite (GEMS)

Gillett Publishing LLC

(970) 667-6223

www.gillettpublishing.com

Quick and Easy Estate Practice

DataTech Software, Inc.

(800) 556-7526

www.quickandeasy.com

Quik 709

Lackner Computer Group, Inc.

(800) 709-1041

www.lacknergroup.com

Fiduciary Income Tax Return Preparation

The following programs go beyond simple fill-in-the-blanks and can perform a variety of tax calculations, such as allocations of distributable net income among beneficiaries. Some of these programs are integrated with fiduciary accounting software, and some can prepare state income tax returns as well as the federal Form 1041.

Program(s)

Publisher

Telephone#

Web Site URL

Fiduciary Accounting System for Trusts and Estates Reporting (FASTER)

Faster Systems, LLC

(508) 347-0195

www.fastersystems.com

FormsExpert 1041

Universal Tax Systems, Inc.

(800) 755-9473

www.taxwise.com

FPS 1041

Thomson - Fast-Tax

(800) 331-2533

www.fasttaxtrust.com

Lacerte 1041

Lacerte Software Corp.

(800) 765-4065

www.lacertesoftware.gov

Quik 1041

Lackner Computer Group, Inc.

(800) 709-1041

www.lacknergroup.com

TEdec Fiduciary Accounting System

TEdec Systems, Inc.

(800) 345-2154

www.tedec.com


Research (On-Line and CD-ROM)

(Unless otherwise noted, all products are CD-ROMs.)

Estate and Trust Law and Taxation

The products or services below are designed to provide estate-specific legal research.

Program(s)

Publisher

Telephone#

Web Site URL

Estate and Elder Law Advisor

West Group

(800) 762-5272

www.westgroup.com

Estate Planning Advisor

Research Institute of America

(800) 950-1216

ria.thomson.com

PD ROM (Practical Drafting)

U.S. Trust Company of New York

(800) USTRUST
((800) 878-7878)

www.ustrust.com

General Tax Research

The products or services below are designed for tax research.

Program(s)

Publisher

Telephone#

Web Site URL

InfoTax;
TaxBase (On-Line)

TaxAnalysts

(800) 955-2444

www.tax.org

Kleinrock's Federal Tax Expert

ATX II LLP

(877) 728-9776

www.atxinc.com

West CD-ROM Libraries

West Group

(800) 328-9352

www.westgroup.com

General Legal Research

The products or services below are designed for general legal research, and may include materials relevant to estates and taxes.

Program(s)

Publisher

Telephone#

Web Site URL

LOIS.COM (On-line)

LOIS, Inc.

(800) 364-2512

www.loislaw.com

West CD-ROM Libraries

West Group

(800) 328-9352

www.westgroup.com


Other Resources for Legal Software

Resource

Publisher

Web Site URL

Law Practice Management Section

American Bar Association

www.abanet.org/lpm

LawyerWare.com

Castellain Technologies, LLC

www.lawyerdisc.com

Legal Technology Institute

University of Florida Levin College of Law

www.law.ufl.edu/lti

Legal Technology Primer

Dennis Kennedy

www.denniskennedy.com/ltprimer.html

Legal Technology Resource Center

American Bar Association

www.abanet.org/tech/ltrc/

Real Property, Probate and Trust Law Section

American Bar Association

www.abanet.org/rppt

TechnoLawyer Community

PeerViews, Inc. (managed by Neil J. Squillante)

www.technolawyer.com

TechShow

American Bar Association

www.techshow.com


Wills, Trusts, and Technology: An Estate Lawyer's Guide to Automation, Second Edition is published jointly by the Real Property, Probate and Trust Law and Law Practice Management Sections of the American Bar Association.

2004 - 264 pages - 7x10 paper
Product code: 5430448
Source code: WEB1234
$89.95 (RPPTL & LPM Section member price) - $99.95 (Regular price)

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Evans Law Office
Daniel B. Evans, Attorney at Law
P.O. Box 27370
Philadelphia, PA 19118
Telephone: (866) 348-4250
Email: dan@evans-legal.com
Web: http://evans-legal.com/dan