Using Prevail for Estate Planning

Regardless of the value of a person’s estate, it’s vital to have a plan for distribution of assets after his or her passing. Estate Planning attorneys help ensure that their clients’ wishes will be carried out properly, and that their financial goals for their heirs will be met. Estate Planning is very document-intensive – Wills, Powers of Attorney, and Living Wills to name just a few – and, among other things, Prevail is a document-generating powerhouse. Estate Planning documents are typically template-based, and Prevail allows you to quickly generate and modify those documents as necessary.

Custom fields included in the Estate Planning law type:

  • Will
  • General POA
  • Health Care POA
  • Living Will
  • Spouse Package
  • Organ Donor Registration
  • Survivorship Deed
  • Transfer on Death Deed