Estate Plan Express is:
- Simple and easy to use
- Web based
- Powered by HotDocs, the industry standard for automated legal forms
- Written by experienced Ohio lawyers who use them in their daily practices
- Faster than assembling by hand, cut and paste, or search and replace
- Produces estate planning documents free of common errors like misspelled names and wrong pronouns
- Worry free. No more forgetting to address important estate planning issues while drafting plans, including Ohio Trust Code compliance
- Able to be customized with little or no special drafting
Experience
The estate planning lawyers of Sebaly Shillito + Dyer have 40 combined years of experience in the area of estate planning and 23 combined years of experience with automated document delivery. This experience has allowed us to create forms that are detailed and comprehensive, but not so advanced or technical that they can't be understood. Click here to meet the creators of Estate Plan Express.
Flexible
The most exciting feature of Estate Plan Express is its breadth and flexibility. The interactive dialogue hits the issues, asking substantive questions that are appropriate for each situation. Using this software, an attorney can craft everything from a simple Will to a sophisticated Marital/Credit Shelter trust that includes specific and charitable bequests, unequal division of the trust corpus among beneficiaries, and Ohio Trust Code compliance. With our automation, attorneys can create customized estate planning documents with little or no special drafting.
Fast
The practice of law, and particularly the practice of estate planning, is a time intensive and time sensitive vocation. We believe that the bulk of an attorney's time should not be spent drafting documents. Instead, it should be spent with clients - learning about their estate planning needs, educating them about their options, and designing plans that solve their problems. Estate Plan Express allows attorneys to maintain this focus, while quickly and easily creating customized estate planning documents for each of their clients.
Easy to Use
These Ohio forms are used in our daily practice for all of our clients. Simple and easy to use, Estate Plan Express allows attorneys to quickly create customized estate planning documents for their clients. At their computer keyboard, attorneys (or their assistants) input client information and answer questions in response to a directed dialogue. At the conclusion of the dialogue, the estate planning documents are generated, ready to print and sign.
Avoid Errors
In addition to creating estate planning documents quickly and easily, Estate Plan Express eliminates common errors. Misspelled names and addresses disappear because this information is only entered once, and then saved in the dialogue responses to be inserted in each of the client's estate planning documents. Pronouns are automatically correct, every time.
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