Overview
What is Practical Planning System?
The Practical Planning System, developed by Beyond Counsel, is an estate-planning software designed specifically for lawyers and law firms. According to the vendor, this software enables attorneys to efficiently create client-centric estate planning documents. It is intended for use by estate planning...
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Product Details
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- Tech Details
What is Practical Planning System?
The Practical Planning System, developed by Beyond Counsel, is an estate-planning software designed specifically for lawyers and law firms. According to the vendor, this software enables attorneys to efficiently create client-centric estate planning documents. It is intended for use by estate planning attorneys, probate attorneys, trusts and estates attorneys, elder law attorneys, and family law attorneys. The system is suitable for solo practitioners, small law firms, and medium-sized law firms, providing a wide range of professionals and industries with tools to streamline their estate planning processes.
Key Features
Client Friendly Documents: According to the vendor, the Practical Planning System utilizes a client-centric drafting approach that generates customized documents using relatable and understandable "first person" language. This is said to reduce the need for extensive explanations of legal jargon and enhance client engagement with the estate planning documents.
Scenario Builder: The vendor claims that the Scenario Builder feature allows users to create and save custom scenarios for frequently encountered estate planning situations. Users can set up default options for commonly used types of estate plans, saving time and effort in document creation.
Relationships: The vendor states that the Practical Planning System offers the option to hard code relationships in documents, allowing for personalized context based on the relationship. This feature is said to help build stronger client relationships by referring to clients' spouses, children, or other beneficiaries by their name, age, and relationship in the documents.
Supporting Documents: According to the vendor, the system provides various supporting documents, such as questionnaires, funding letters, and cover letters, to help clients understand their estate plans and facilitate communication between the attorney and the client. These documents are said to guide clients through the estate planning process and ensure a comprehensive understanding of their plans.
Practical Planning System Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
