Innovation & Leadership for Legal Estate Planning Industry
We hit changes in the Legal Estate Planning industry head-on and transform attorney’s fear into opportunity. We assess each change and distill it down to actionable, deliverable products and services attorneys can provide clients and enrich their practice and life.
Integrated, Cloud-Based Law Practice Platform
3-Pronged Training, Support & Accountability
Our member attorneys and their teams are connected professionally and personally with fellow member firms who share our six core values and best practice thru our list-serv, exclusive member webinars and Twice Annual Practice Enhancement Retreat (TAPER) in an every changing legal, professional and social environment.
1995 – iPug® Protection Trust (MIT/FIT/KIT – KIT is industry exclusive)
2001 – Medicaid practice System
2005 – DRA ’05 strategies and solutions
2007 – Single interview estate plan document solution with Intelligent design technology
2008 – Law Firm operation workflows and reporting
2009 – IRA Trust Planning Strategy solution
2009 – TAP/CGT Advanced Trust solution
2013 – Integrated cloud-based practice and document creation system platform
2020 – The Secure Act IRA Trust Solution (SORT™ Tust, iPug® Rothalike Trust™,
Integrated Separate Share/Separate Share Charitable Remainder Trust)