For estate planning attorneys, making an office more efficient is critical for a successful legal practice. One way to save time and money is to invest in estate planning software. Automated document systems can cut down the hours attorneys spend preparing customized legal papers for each and every client they see. Ultimately, estate planning software allows attorneys to speed up the process of creating documents, allowing them to help more clients.
How Beyond Counsel Can Help
Beyond Counsel is an automated document preparation system for estate planning at an affordable price. Our software contains a large variety of documents including:
- Wills
- Living Trusts
- Powers of Attorney
- Questionnaires
- Funding Letters
- Checklists
- Engagement Letters
- Surveys
Each of these documents is fully customizable and compatible with Microsoft Word.
Reviews of Beyond Counsel
Here is what some of our customers are saying about Beyond Counsel:
Beyond Counsel isn’t a document drafting system—it’s a systematized approach to estate planning. It provides cradle to grave (quite literally) documents, and knocks the socks off our clients.
– Jeffrey D. Katz, Esq.
Beyond Counsel allows me to produce customized high quality documents for a variety of clients in record time. The software’s decision trees insure that I will not miss any issues, and the templates insure that my documents contain up-to-date, clear language.
– Linda M. Anderson, JD. LLM, CELA
First I want to say that I am truly enjoying Beyond Counsel and look forward to using it more and more in the future. . . it has really helped in our ability to assist our clients with their needs.
– Cheryl Smith
Beyond Counsel provides good quality documents and my clients are pleased with them. The company excels in customer service so if I have any questions or concerns with putting documents together, they are there for me. Overall, I am happy with what Beyond Counsel does for me.
– Ben Menasha, Attorney at Law, Pisciotta & Menasha LLC
Beyond Counsel has made it incredibly easy to generate documents at a competitive price. It saves us time, money, and it interfaces well. Moreover, our clients love it because we are able to do packages of estate planning documents with this software.
– Bruce Shand, Attorney at Law
Learn More about Beyond Counsel
To learn about other ways that Beyond Counsel can make your practice more efficient and provide you with customized estate plans for your clients, contact us by phone at (877) 284-7897 to schedule a demonstration.
