Estate Planning Software

The National Network created its own Hot Docs based software to provide attorneys and their team with the power to easily and efficiently produce custom estate plans for clients. In addition, the Network provides software to organize, coordinate, and speed the transfer of client assets in the estate plan, manage and track allocation of assets upon death, generate transfer letters, and aid in trust settlement and administration. The ProSuite™ package includes PlanningPro™, FundingPro™, and SettlementPro™. In order to make the most of these tools, the Network also provides a full line of online technical training classes to help you get up and running as quickly as possible, and a tech support team for ongoing support. Software is updated monthly.