Dream Docs is an online legal software (SAAS) program which makes it simple, quick and easy to add estate planning to your law practice.
We start with forms and documents which have been used for 14 years by an estate planning attorney. This particular attorney sets up 120 to 150 living trusts per year for his clients.
Over the last 14 years, he has continuously improved the forms and documents to create a comprehensive, easy to understand method of practicing estate planning.
Dream Docs includes an online database which can be used by anyone with a PC computer linked to the Internet.
Attorneys using the system download the Estate Planning Information Sheet, record the necessary information from their clients and enter the information into the online database.
The user then selects the type of document package from the three available types - Simple Single, Simple Couple and Simple Double (Simple AB Disclaimer Trust). Dream Docs will also prepare Trust Quitclaim Deeds.
Click here to see the list of available documents.
These three basic document packages will allow estate planning attorneys to practice comfortably within the following parameters:
1) Single clients with assets under 3.5 million dollars.
2) Married couples with assets under 7.0 million dollars.
Most all potential clients fall within the parameters of the Dream Docs system. If they don't fall within these parameters, you probably need to be a Certified Specialist to handle their cases.
Limited Estate Planning Practice:
Dream Docs is not designed to help you handle all clients. A single client with more than $3.5 million or a married couple over 7.0 million should see a certified estate planning specialist to set up their estate planning.
Limiting your estate planning practice avoids many of the malpractice and complexity issues which can get you into serious trouble.
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