Strategic Trust & Estate Planning Software
A cloud-based software solution
LWP’s cloud-based, integrated software isn’t just the industry standard, it has helped revolutionize the way attorneys practice estate planning, elder law, and asset protection. How robust is our software? Some attorneys tell us they initially joined LWP simply to gain access to it. Long-time Members consistently report that they can’t imagine running their firms without LWP software.
LWP software dramatically reduces the amount of time you and your team devote to drafting without sacrificing accuracy or customization. This in turn frees up your time to focus on other aspects of running a profitable firm, such as the pursuit of new business. Finally, the software is fully integrated with all LWP cloud-based systems, processes, and workflows. You can access LWP STEPS™ independently, or through third-party platform, Actionstep.
Let’s take a look at what sets LWP software apart and why it remains the standard by which all other drafting software is measured.
Our estate planning software is designed to address the specific needs of each client. When you meet with a client, the design template is organized to help you firmly establish what clients want their plans to accomplish at every stage of life’s journey: while they are alive and well, if and when they become disabled, and how and when assets are distributed to loved ones when the client passes away. A fully customized plan can be designed during a 1.5 hour meeting with your client.
When you enter a client’s information during the initial interview, all of their relevant information will be incorporated into each of the planning documents automatically. In addition, as you move through the interview, the software will provide help text and warn you if you make choices that are inconsistent or could lead to potential problems. A single-entry system saves you time and reduces the potential for spelling errors, unlike using find and replace in a text document.
Most software results in cookie-cutter, one-size-fits-all estate planning documents. LWP STEPS™ allows for unsurpassed customization. It permits generational planning using various trusts and sub-trusts each allowing customizable distribution standards, individual trustee selections, and various uses of powers of appointment.
LWP STEPS™ has all the templates an estate planning, and asset protection attorney needs to run a practice. State-specific healthcare directives and powers of attorney, four different kinds of highly-customizable Wills, revocable trusts, first and third party Supplemental Needs Trusts, estate tax planning trusts, and the industry-leading Irrevocable Pure Grantor (iPug) Trust. LWP STEPS™ also includes:
- Standard or fully customized personal care plans
- Full Force and Effect Affidavits
- Certificates/Affidavits of Trust
- Engagement Agreements
- Assignment of Tangible Personal Property
- Disposition of Remains
- Appointment, Resignation, and Removal of Trustees documents
- Disability Panel Determination
- Exercise of Limited Power of Appointment
LWP Medicaid qualification software is the only software in the entire industry that allows you to properly calculate Medicaid eligibility for any type of client. Not only does it help you identify the maximum amount of assets that can be protected in the shortest period of time, it helps you present information to clients in a way they can understand. It warns you about potential conflicts and errors, and even helps you demonstrate the value of your services to clients. Adding Medicaid to your practice creates a new revenue stream, and allows you to serve your client’s estate planning needs from start to finish.
Dave Zumpano created the revolutionary iPug® Asset Protection Trust, which is often imitated but has never been equaled. With its unique set of features and functionalities, it is an invaluable tool for Medicaid planning, business planning, and advanced asset protection. It represents a much simpler approach than traditional domestic asset protection trusts.
With the help of LWP software, live training, and legal/technical support, new Members (even those with little to no experience in estate planning) typically master estate planning tools and strategies within three months. Learn more about becoming the go-to estate planning attorney in your market by contacting us at info@lawyerswithpurpose.com or (877) 299-0326.
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