Planning for Surviving Spouse

30 minutes of Substantive Hours

Planning for the surviving spouse can often be very difficult. Learn how to relate to clients the details of three options - leaving everything to the spouse (absolute), using a spousal trust, or carving out an amount immediately to the children, with the balance to the spouse.

AWARD-WINNING ESTATE PLANNING SOFTWARE

Learn how 1,000+ lawyers use eState Planner

BETTER CLIENT DATA

Easily collect client data with digital questionnaires

With eState Planner, you can share questionnaires with your clients through a secure digital portal. All the information is captured and automatically converted to a visual family tree that's easy to understand.

HIGH QUALITY ESTATE PLANS

Create high quality estate plans in just a few clicks

No matter how simple or complicated, eState Planner gives you the tools to quickly create visual estate plans in just a few clicks. Streamline your internal processes by picking from our rich library of estate planning templates or create your own.

GRAPHIC AND TEXT SUMMARIES OF WILLS

Share documents with clients in seconds.

Generate easy to understand graphic and text summaries of your client's Will. Automatically general Wills and Powers of Attorney in editable formats. Ready for you to review and finalize in seconds.

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