The Academy’s CounselPro™ software is a full estate planning document assembly program connected under the same hood with the database that runs your law firm.
This is the system that keeps your firm’s behind the scenes work running smoothly, from first consultation through final signing and beyond.
With CounselPro™, client estate plans are easy to assemble, on time and error-free. The Academy’s Education and Technology departments keep the software up to date, so you spend less time drafting and more time solving your clients’ unique problems. Create:
- Revocable Living Trusts
- Legacy Wealth Trusts
- Special Needs Trusts
- ILITs
- Wills
- Charitable Remainder Trusts
- And much more
But CounselPro™ is more than just document assembly software. The database also contains more than three hundred pre-written client contact letters and hundreds of management and marketing reports.
With CounselPro™, you can easily analyze your firm’s marketing efforts, keep a real-time eye on your financials, and maintain consistent, lasting relationships with your clients.
[VIEW DEMO] (include video)
