Estate Planning Software, Evolved

Using the Practical Interview

Setting Up the Practical Interview

Here is how it works: Clients enter their information on a secure website. A staff member downloads their information and opens it into the Beyond Counsel software, eliminating all personal information data entry by your staff. After meeting with your client, you are just a few questions away from having a full set of documents ready for signing.

Using the Practical Interview After Your Client has Filled Out Their Information

In this video we will show you how to use the Practical Interview in your practice.