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Significantly reduce the time you spend drafting estate planning documents with the NYSBA Estate Planning System.
Created by Michael O'Connor, former Chair of NYSBA's Trusts and Estates Law and Elder Law Sections, the NYSBA Estate Planning System uses the power of HotDocs® document assembly software to empower users to draft wills, trusts and powers of attorneys quickly and easily.
- Interactive templates pull in information needed throughout a document and across all other related documents. Just complete a client questionnaire once, capturing the key facts and circumstances about your client, and the System will do the rest, populating every form with the relevant data.
- Reduce the steps you take from start to finish while improving the quality and consistency of your estate documents.
- Complete your clients' documents with confidence by relying on the expertise of one of New York's leading trusts and estates practitioners who has more than forty years of experience.
Online product updates are made available four times per the year. Recent updates include newly added author commentary and guidance to the resource pane in the interview to assist with various options, as well as the option for same-sex gender references in the Will, Trust, and Power of Attorney documents.
Published by LexisNexis in partnership with the New York State Bar Association and available at an exclusive discount for NYSBA members.
See what other attorneys are saying about the NYSBA Estate Planning System:
Michael O’Connor, one of New York’s leading experts in will drafting and estate planning, has succeeded in distilling his decades of experience into a straightforward, easy-to-use software package. Mike is the “go-to” lawyer for cogent, well-drafted planning documents, based on a system he developed and perfected over his many years of practice. Now, every practitioner, regardless of area of concentration, can harness his expertise, and generate estate planning documents, in-house, economically and with confidence in their content, using the very same system.
Gary Mund, Esq.