Available for Immediate Download
For a live demo that shows all the features and functionality of this unique product, submit your contact information by clicking here.
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.
Compatible with both Word and Word Perfect.
Not compatible with Mac or tablet PCs. To purchase a Mac compatible version, click here to visit the HotDocs Marketplace. (Enter 'estate planning' in the search bar or go to Page 2 to find LexisNexis NYSBA Estate Planning System).
This item is non-refundable.