So what does this mean to you? It means that variety is very much alive among available Estate Tax Planning programs. That variety insures that there will be a program-of-choice for every planner.
Whether you are a novice or an experienced estate planner, there is no substitute for taking a “demo ride.” All products reviewed here offer free trial programs, either directly downloadable from the Internet or through e-mail contact via the vendor web site.
Estate Tax Planning software shares an attribute with any other practice software that is successfully utilized. The major cost is in program selection, in training to the program’s use and behavior, and in adapting and integrating the client database to effectively create completed reports that convey the message and information we wish to convey to clients.