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DREAM DOCS

ESTATE PLANNING SOFTWARE

Dream Docs Estate Planning Software was created to allow more practicing California attorneys to become estate planning attorneys.

Dream Docs uses an online version of a custom system used by a California estate planning attorney.

This attorney has used the system to produce 125 to 150 estate plans per year for the last ten years.

SIMPLE ESTATE PLANNING

Dream Docs intentionally limits your estate planning practice to the following clients:

             -  All single clients with taxable estates under $3.5 million.

             -  All married couples with taxable estates under $7.0 million.

By keeping the estate planning simple, you stay out of situations which could lead to malpractice or frustration on your part.

Using Dream Docs, you will be able to practice simple estate planning and add an additional revenue stream to your practice.

With Dream Docs, you can always find the document template you need.

Studies have shown that law office employees can spend 25% of their work time looking for the right template to produce a document.  Even worse, they spend their time recreating a template they were not able to find.

Up to 40% of employees report that they cannot find the documents they need and are forced to recreate them. To be productive, employees need to be able to quickly find key templates and/or documents from across your organization no matter who created them or when they were first created.

Dream Docs will make your estate planning practice streamlined and efficient.

Producing living trust documents will become less boring and more profitable.