One of the most unique and powerful elements of the entire Lawyers of Purpose™ Law Practice Model is our industry busting document creation software. What makes it industry busting? It's a whole new dimension to provide competent legal documents. But what makes it unique is that it's not just software, it's a culmination of the estate planning experience for the client.
The name says it all, "Lawyers with Purpose, Client-Centered Software" (aka LWP-CCS). It is unparalleled in the industry, because unlike typical legal software, this software is based wholly on the needs of the client. In fact, the needs of the client are clearly identified in the initial meeting when they hire you. The process we use to help them identify the plan solves the need the client has expressed. It starts all the way back at the workshop where we educate them. It then carries into the initial meeting where they hire us and then into the design meeting where a detailed design template is utilized. This helps to walk the client through their life, while they are alive and well, when they become disabled, when they die, when their spouse becomes disabled or dies, and even when their assets pass to their children and what happens if they become divorced, die, disabled, or have creditors or predators pursue them.
The other industry busting element of this software is that it is a single entry system. This means that a single interview based on the design will generate all documents (wills, healthcare proxies, powers of attorneys, revocable trusts, and irrevocable trusts) all based on a single entry. More importantly, as you go through the interview, the software will warn you if you pick choices throughout it that are inconsistent or could lead to potential malpractice. You are protected at every angle and that's not all.
In addition to these protections and industry busting standards, it is also the most customizable software in the industry. It permits dozens of sub-trusts, trustee appointment for each sub trust, different distribution standards for classes of trusts, stand-alone sub trust and even has an element of artificial intelligence to create results that you as the attorney, once trained, are absolutely confident not only in what you are doing, but anyone in your office that is supporting you in this role will be doing competently and confidently.
Another unique offering of the software is its comprehensiveness. Not only does it provide wills, healthcare proxies, and powers of attorney, but it's our industry exclusive personal needs plan, IPug™ trust, completed gift trust, and Medicaid qualification software. Come see the next generation of document creation. Click here (or below) to watch a short video (less than 2 min!) about what's included in the LWP-CCS.
David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center
Add a Comment