HOW WE “STACK-UP” WITH OUR COMPETITION
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.