Get The Estate Planning Prebuilt Questionnaire App

Better than a template and created by a lawyer. Try this legal app. This legal app is a prebuilt estate planning questionnaire for jump-starting a workflow for Wills, Powers of Attorney, Health Care Directives, and Living Wills for a married couple. Question formatting, unique variables, and logic paths are included and tested for accuracy. Simply upload your output documents, tag variables to your forms, and you're ready to go! After purchase, you'll be able to edit any part of the legal app to meet your needs.

Prepare Wills, Durable Financial Powers of Attorney, Health Care Directives, and Living Wills for a married couple. Questions cover specific bequests, charitable bequests, residuary clause, step-families, excluded heirs, minor children, successors for all fiduciary roles, and more.

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Jurisdictions Covered

Orange County, Florida

Ontario

United Kingdom

Worldwide

Los Angeles, CA

Africa

Middle East

USA - Federal

England

Sweden

USA - All States

Canada - All Provinces

Who is this app for?

Law Firms

Languages

English

Are you an attorney? Contact us to use this app as a template for your firm

AccessioDocs

AccessioDocs was founded by an attorney with thirty years of experience in the private practice of law. For decades, our team has used a variety of platforms to automate legal forms, and Documate is the most intuitive and multi-faceted software we've ever tried. If you're ready to efficiently prepare professional legal documents, AccessioDocs can help!

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Created by

Tracy is a graduate of the Indiana University School of Law-Bloomington. She also received her undergraduate degree in Business-Marketing from Indiana University-Bloomington. Tracy has been admitted by the Supreme Court of Indiana to the Indiana Bar and to the U.S. Southern District Court. She participates as a member of the Indiana State Bar Association and the Allen County Bar Association. She is a former President of the Fort Wayne Estate Planning Council, Co-Chair of the Probate, Tax and Trust section of the Allen County Bar Association, and Board Member of Early Childhood Alliance. She is a former Board Member of the Better Business Bureau and currently serves on the Planned Giving Committee of Early Childhood Alliance. Tracy has earned the Martindale-Hubbell Client Champion designation, an AV Preeminent rating based on peer review, and the AV Preeminent Judicial Rating. These recognitions represent the highest possible rating in both legal ability and ethical standards.

App Updates

Version

1.0

Current