Software: wealth transfer planning

EPMS: A Tool for Estate Planners and Elder Lawyers

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I have generally kept this blog free of product promotions and endorsements (not to mention split infinitives).  Basha Systems LLC has recently added a treasure trove of information to its main website (www.bashasys.com) and a new subdomain (http://estateplanning.bashasys.com) and added products to the web store (http://store.bashasys.com).  I encourage you to look at those sites for your edification and our possible remuneration.  But I should let you know that Basha Systems LLC is in the process of transformation from focusing predominantly on technology consulting to a product development company.  Don’t worry … we will continue to provide consulting services. It pays the bills; its fun; and it gives us ideas for product development.

In the past several years, we have helped launch Interactive Legal Systems LLC’s “Lifetime Estate Planning System,” also known as Wealth Transfer Planning (“WTP”).  We have designed and built a commercially available probate system in conjunction with the Nebraska State Bar Association, which is used in over 120 law firms.  We have served as advisor to the Minnesota State Bar Association in the development of a suite of forms that will soon be made available as a member benefit. We built a “Record Room Management System” and “Litigation File Management System” add-ons for Time Matters.  We are currently developing under contract to ILS a comprehensive elder law planning system for elder lawyers.

And yesterday, we officially launched a new product in conjunction with Interactive Legal Systems.  The Basha Systems “Estate Planning Management System” for the software formerly known as Time Matters® is a complete system for estate planners and soon for elder law attorneys that builds on the best features of Time Matters® and HotDocs®.  The original conception was to turn Time Matters into a data source to feed the client interview in WTP.  Based on discussions with numerous attorneys, the client and spouse contact form styles evolved into a complete estate planning management system built as a feature package on top of the software now known as LexisNexis Front Office powered by Time Matters. If this area is of interest to you (or your clients), please take a look at our new subdomain, and in particular (http://estateplanning.bashasys.com/timematters).

The EPMS system represents hundreds of hours of work for three programmers with specialties in HotDocs®, Time Matters® and Javascript/HTML. And yet, the system can be installed in under 30 minutes, with a live web-based training class to follow immediately.  Basha Systems has taken its own Kool-Aid® and invested substantial “non-billable” hours to produce a high-quality product.  Take a look and let us know what you think.  Or contact us, to arrange a live-demo.

Basha Systems releases Wealth Transfer Planning on HotDocs

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It has been over a year of hard work, but the new Wealth Transfer Planning, SmartContent Practice System(tm) has been released.  Basha Systems has ported the SmartWord’s based estate planning templates over to HotDocs.  The system features a unique custom interface to HotDocs that supports Firm Preferences, a separate Client and Matter Interview, Profile settings, customizable Templates and customizable Stylesheets.  It represents a “revolution” in the way to handle document assembly.  The efforts of myself, Ian Burrows and Rose Rowland are to thanks.  Basha Systems will be providing ongoing support for the templates as well as extensive customization services.

Well … we are done.  The product has shipped.  Be sure to look through the training videos.

This is an “opus” for which we retain major bragging rights.  We have pushed the envellope for what HotDocs can do, using a number of innovations in data transfer and contextual help.  The system is at once complex and simple.  For those users of SmartWords based system, we have consolidated interviews that often went on for 50 dialogs into coherent single interview of less than 15 dialogs to handle even the most complex estate planning documents.

It has been over a year of hard work, but the new Wealth Transfer Planning, SmartContent Practice System(tm) has been released.  Basha Systems has ported the SmartWord’s based estate planning templates over to HotDocs.  The system features a unique custom interface to HotDocs that supports Firm Preferences, a separate Client and Matter Interview, Profile settings, customizable Templates and customizable Stylesheets.  It represents a “revolution” in the way to handle document assembly.

There are a number of people to thank.  The efforts of myself, Ian Burrows and Rose Rowland at Basha Systems; and the efforts and vision of Trish McLelland and Mike Graham at Interactive Legal Systems who had the confidence, the wherewithal, the stamina and the vision to see the project through.

Basha Systems will be providing ongoing support for the templates as well as extensive customization services. Please feel free to contact us for a demo of the system.  Whether you are considering purchasing the system, or using a system just like it, please give me a call.