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?
After selecting the form you wish to create, a dynamic, guided interview tool asks you for all the needed information. Once the interview is completed, one click assembles the required provisions and fills in the provided answers.
The program automatically updates verb tenses, gender references, dates, numbers, and more. It also accommodates modern families with options for gender-neutral terminology and “your, mine, ours” scenarios for adult and minor children.
Customization is still possible after a document is created, allowing you to integrate any special provisions or client requests.
WisDocs lets you access your forms from a wide range of devices including PCs, Macs, iPads, and Android devices. Forms can be edited on any device with a Word compatibility app.