Initial LWP Made Easy

Initial lwp

you know it's different right from the beginning its name it's called CCS client-centered software as the standard protocol among drafting systems across the country it's very lawyer oriented they're very focused on what legal features you're choosing powers of appointments you know after after death has a protection things of that nature this software has all that naturally but it's very different in its makeup what we do is instead of focusing on the legal provisions we focus on the client needs so we take the client through a story of their life while they're alive if they become disabled when are they disabled when they die who would they want to be in control who do they want the benefit and all these different times and we walk them through a story of their life and we document it on our on our templates and the beauty of these templates is that everything is on there you will never have to worry about whether you're missing a core issue because we take you through a comprehensive application of their life and then we look at those questions and depending on the climb answers those questions it then brings in the necessary law to get those results whether it's a power appointment or an asset protection trust so it's all there but it's really client focus in fact many of the attorneys always share with us how once they start using it they're surprised at how different is but how much more user-friendly it is with the clients it is very very client centered and it's very unique and different in that and it's really structured around the system approach for example our software is actually integrated back all the way into our educational workshop we tell stories in the workshop that anchor the client to some key legal concepts when we come into their initial meeting which we call a vision meeting to help them choose the plan they want we anchor back to those same stories which again remember all anchor backed key legal concepts in the design meeting we again anchor the client back to those key stories that they can relate to in their life that again anchored to those key legal concepts and so as we making the choices in the design template we have unlimited flexibility and customization that we can do at every level of the estate plan whether it's the will the health care proxy weathers to trust there's before death after death our trusts are highly customizable or you can even have specific requests trust you can have different trustees for every trust different formats that's if you want to get customized to understand how to use it you want to get the customization down or you can have it simplified if you have a traditional plan you typically do you can set that in the software and it will generally do that as well it depends on your level you get to use it all the way up to that fully customizable level we have over 4,900 hundred different variations of options that can cross common ate into a plan for a client or you can use the standard ones whatever is comfortable for you and what we learn is the more you use it the more customizations you become accustomed to and the more you are distinguished in the marketplace from all those other software's that are all the same trust over and over with a few names that being different so it's up to you it can do the simplified versions or it can be very customizable it's your choice but the software allows it and it's very client centered