MANAGEMENT OF CLIENT DATA: Probate System V excels at managing
your client-specific data with a comprehensive and easy-to-use interface.
The system is organized around the "probate" or "estate"
file. Once you open a new file and assign it to an attorney, assisting
attorney and paralegal, you then enter information about:
- the decedent and other information currently gathered on the Master Information List checklist
- interested parties
- testamentary documents, including the will, codicils and any separate writings having a bearing on the estate
- estate assets and distributions. This information need only be entered once. However, you can change or update this information at any time
COMPREHENSIVE SET OF FORMS: Probate System V includes
over 225 forms and checklists. Each form interview includes the complete
reference text for such form found in the Probate IV manual. Forms
can be assembled in blank or with client-specific data gathered during
the file interview and document-specific interviews. You can access
forms either by chapter and section of the manual or by form number.
CUSTOMIZATION: Probate System V goes beyond the typical document
assembly system. With Probate System V you have extensive customization
options. You can customize the pleading captions and signature blocks.
You can add electronic letterhead. Each form itself can be customized
so that your firm's version of a particular form is used in lieu
of the shipping form. In addition, you can create your own custom
pleadings, letters and memos using the information in the client's
estate file.
PRACTITIONER TOOLS: Along with the forms come extensive practitioner
tools to help you manage your estate file. The system ships with
a handy tool for summarizing the provisions of your client's will.
As you review your client's documents (the will, codicils, trusts
and separate writings), you can take notes on each provision which
will require action, note the type of provision, the section of
the document, the text of provision, and the affected persons. You
can then print out a complete report organized by document, type
of provision and affected person. The system also lets you inventory
the assets of the estate and track distributions of those assets.
While estate tax forms and estate accounting are not currently supported,
the data gathered in the assets and distributions table can be used
to simplify the estate tax preparation process.
PRICING: The product will licensed on the basis of number of opened
estate files. The software will be free. Updates will be free. Technical
support will be free. The initial purchase price of $200 will include
free remote installation and configuration of the software for your
practice and four estate files. Additional estate files can be purchased
for $50 per file, with the price dropping to $25 per file for prepaid
purchases of 100 or more estate files for your firm.
There is no limit on the time you have to use the software or the
number of documents you can create for a given estate file. There
is no limit to the number of machines on which you can install the
GhostFill client software, so long as the templates are on a shared
network drive. There will be no annual update or maintenance fees.
The only charges will be for additional estate files or for consulting
services in connection with customization of the shipping forms
or creation of additional forms.
SUPPORT: Support for the system will be provided both by NSBA and
Basha Systems. Initial calls should go to NSBA. Email support will
be provided by Basha Systems along with remote desktop assistance
where required. In addition, we will be establishing an electronic
discussion forum for discussion of revisions to the forms and support
issues. You will receive notifications of any replies to your posts.
We will also be scheduling period web-training classes on the use
of the product conducted by Basha Systems.
