Essential Estate Planning™ is our most cost-effective estate planning and drafting system, but with the robustness and high technical quality you would expect from InterActive LegalSuite™. Wills, Revocable Trusts, Irrevocable Trusts, Powers of Attorney and client administrative materials are included. The system includes state specific language, options and forms.

Estate Planning Editorial Team

	Jonathan G. Blattmachr
	Michael L. Graham

Essential Estate Planning™ is specially designed for essential estate planning for clients of modest wealth. Essential Estate Planning™ manages a large amount of transactional work and contains a collection of forms, each one featuring many options to meet most clients' planning needs. An internal database organizes your client information and documents. The system helps you analyze each client's situation and generates accurate, complete and effective documents — every time! Click for pricing information.

Versions

Click to download version comparison chart.

	Standard Version
	The Standard version includes a full complement of forms, checklists, analyses, and more. You can add licenses and seamlessly upgrade to the Professional version at any time during the subscription cycle (pro-rated fees apply). An audio/visual tutorial, quick start manual, live training and thirty (30) days technical support is included.
	Professional Version
	The Professional version contains all of the forms, commentary, tutorials and analyses in the Standard version, but with expanded services. The Professional version includes unlimited technical and content support, free access to all the Leimberg Information Services (LISI)TM research tools (via web link) and more.

InterActive LegalSuite Features

All products in the InterActive LegalSuite share a common platform and standard features and services. Click here for more information.

Click to download complete brochure with list of forms for Essential Estate Planning.