When comparing products, some of the important points to consider are:
Do you own the software (or are you just “renting” it)?
Will you immediately receive revisions to the templates when there are tax and/or state law changes which affect the documents (or are the new templates only sent once a year)?
Does the one program give you state specific documents for all states?
Is the program creating customized documents for your clients (or are these just forms with “fill-in-the-blanks” for repetitive information)?
Does the program have provisions for individuals, married couples and non-traditional couples?
Does the program have all of the estate tax planning options for married clients (same-sex or “traditional”) which have been revised and optimized for the current Federal Tax Laws? Are there incorporated tax provisions for those states which have “de-coupled” and have an independent estate tax?
Does the program have all of the specific distribution and residual distribution options to meet the needs of all of your future clients (including “special needs”)?
Does the program have all of the necessary transfer documents including state specific deeds?
Does the single license permit you to install on more than one computer (e.g., your office workstation and your laptop)?
Does the single license permit you to install on an assistant’s computer?
Does the single license permit you to install on a network?
Can you have a free trial of a fully functional version of the software?
Is the pricing, both initial purchase costs and on-going subscriptions, reasonable and affordable?
With Fore! Trust Software, the answer to all of the above questions is YES! Obviously, the initial price for software is important (and the on-going cost is extremely important); however, it is equally important to make sure that whatever amount you spend gives you software which will produce a quality customized product for your clients (with our “low-end” competition, you really do “get what you pay for”). To see a current Pricing Analysis of the major “complete” estate planning software, please click on the following link: Pricing Analysis.
For additional specific product information of our software, please go to our products page.