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WisDocs Estate Planning

Product ID: DA0001

WisDocs Estate Planning is the State Bar of Wisconsin’s newly released document assembly system. Compiled from nearly dozens of forms and sample-language provisions from the award-winning Eckhardt’s Workbook for Wisconsin Estate Planners, it’s a powerful, user-friendly, mobile system accessible wherever you have an Internet connection.

WisDocs Estate Planning operates through HotDocs Market, a cloud-based ecommerce platform. That means you get expertly crafted forms templates from State Bar of Wisconsin PINNACLE that are automated using HotDocs technology.

How does it work?

Read More ↓

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Subscription

Pricing

Member $299.00

Non-Member $299.00

Purchase your subscription through HotDocs Market!

This product is available only to lawyers; verification will be required by Hot Docs to confirm your purchase.

List Price: $299

Purchase on HotDocs Market.

WisDocs Estate Planning is the State Bar of Wisconsin’s newly released document assembly system. Compiled from nearly dozens of forms and sample-language provisions from the award-winning Eckhardt’s Workbook for Wisconsin Estate Planners, it’s a powerful, user-friendly, mobile system accessible wherever you have an Internet connection.

WisDocs Estate Planning operates through HotDocs Market, a cloud-based ecommerce platform. That means you get expertly crafted forms templates from State Bar of Wisconsin PINNACLE that are automated using HotDocs technology.

How does it work?

Read More ↓




Full Length WisDocs Benefits and Uses Video

 

Purchase your subscription through HotDocs Market!

This product is available only to lawyers; verification will be required by Hot Docs to confirm your purchase.

List Price: $299

What types of forms are included?

  • Wills
  • Revocable trusts
  • Marital property agreements
  • Durable powers of attorney
  • Advance care planning
  • And more

Why use WisDocs?

  • Increase the speed and accuracy of producing your estate planning documents by eliminating data entry errors, which are especially common when repetitive data is collected.
  • Choose to create only one document or an entire estate plan.
  • The mobile friendly platforms allows you to meet with clients where and when it’s most convenient.
  • Savable answer files make it easy to update the estate plan.
  • Printable questionnaires allow for flexible information gathering and better staff-time use.
  • Documents are viewable on any device with a Word compatible app or PDF viewer.
  • Saves you time by asking for information just once, and adapts to previous answers allowing you to ask clients only relevant questions and skip unnecessary ones.
  • No new software to purchase, install, or maintain. Because WisDocs uses MS Word, it ensures fast and easy integration by staff.
  • Enjoy unlimited use for the duration of your subscription.
  • WisDocs forms are regularly updated by the State Bar of Wisconsin, ensuring you always have the most up-to-date documents.
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