April 6, 2016 – WisDocs Estate Planning is a new estate-planning document assembly system now available from the State Bar of Wisconsin PINNACLE^®. It is an easy-to-use time saver and headache-preventer, and it is guaranteed to increase your accuracy.

What WisDocs Estate Planning Can Do For You

Compiled from dozens of forms and sample-language provisions from the award-winning Eckhardt’s Workbook for Wisconsin Estate Planners, it’s a powerful, user-friendly, mobile system accessible wherever you have an Internet connection.

Using WisDocs Estate Planning saves time, effort, and money in the production of repetitive documents and forms – you can easily create one document or a whole estate plan. With WisDocs Estate Planning, you can create wills, revocable trusts, marital property agreements, durable powers of attorney, advance care planning, and more.

WisDocs Estate Planning operates through HotDocs Market, a cloud-based e-commerce platform, giving you expertly crafted forms templates from PINNACLE that are automated using HotDocs technology.

How It Works

The WiscDocs Estate Planning application guides you through a series of questions and then generates customized estate planning documents based on those answers.

After selecting the form you wish to create, a dynamic, guided interview tool prompts you for all the needed information. Once the questions are answered, one click assembles the required provisions and fills in the provided answers.

The program automatically updates verb tenses, gender references, dates, numbers, and more. It also accommodates modern families with options for gender-neutral terminology and “your, mine, ours” scenarios for adult and minor children.

Customization is still possible after a document is created, allowing you to integrate any special provisions or client requests.

WisDocs lets you access your forms from a wide range of devices including PCs, Macs, iPads, and Android devices. Forms can be edited on any device that can edit files in Microsoft Word – so you save, store, and edit them like any other Word file, and output them as PDFs.

Why Use WisDocs?

WisDocs Estate Planning document assembly system:

• Saves you time: Enter information once and avoid unnecessary data entry.

• Improves accuracy: Minimizes risk of human error from normal data entry into a template, and automatically updates names, pronoun gender and number, dates, verb tenses, and more for ultimate consistency.

• Is cloud-based: Complete interviews on any Internet-connected device, and output the documents on any device that handles Word documents.

• Is always up to date: PINNACLE regularly updates WisDocs Estate Planning forms.

There is no software to purchase, install, update, or maintain. Because WisDocs uses Microsoft Word, it ensures fast and easy integration by staff.

How to Order

A one-year, unlimited use subscription to WisDocs Estate Planning is available for $299. To purchase, visit Marketplace on WisBar.org.

Please note that the application is available only to lawyers; verification will be required by HotDocs to complete your purchase.