The Estate Planning System is more than just a different way to create documents. It is a system that focuses on the special circumstances of the middle class, while streamlining your law firm to be more profitable and ensuring that none of the details are forgotten.

Middle Class Tax Planning
The EPS handles tax planning for your clients with up to 10 million in assets. The will and living trusts have provisions for disclaimer trusts, credit shelter trusts with Outright Marital Gifts and Q-TIP provisions, and GST options. The EPS also includes these advanced trusts; 2503© Trust, CRAT, CRUT, GRAT, QPRT, Life Insurance Trust, and a Conduit Trust.

Middle Class No-Tax Planning (The Not-So-Simple Will)
With the passing of the Economic Growth and Tax Relief Reconciliation Act of 2001, fewer clients require tax based planning. However, there are many non-tax reasons for clients to plan. Certain non-tax situations dictate careful planning. Many clients come to a law firm without realizing that there are special circumstances that require more than a simple will. The EPS guides you through the process of helping your clients see the additional value that you as the attorney provide through taking these situations into account:

• Grandchildren
• Blended Families
• Bloodline Trusts
• Special Needs Trusts
• Non-Citizen Spouses
• Business Owners
• Charities
• Vacation Homes
• And More . . .

The Simple Will
We know that not everyone needs to have a Not-So-Simple Will, so we have developed the EPS to handle the simple will with ease. The EPS has a Scenario Builder© which is designed for you to create predefined defaults for your various client situations. This allows you to use the same will as your other clients, but eliminate the need to complete the entire HotDocs© interview. This feature allows you to create documents quickly, accurately, and ensures that you are profitable with every client situation.

The EPS provides you with the best quality estate planning - every time.
Visit www.estateplanning.com or call (877) 284-7897 to get your free trial of the Estate Planning System

Protect your interests as well as your clients! Take advantage of Iron Mountain’s physical and electronic information solutions for a credible records management program. Utilize easy to use state-of-the-art Internet tools to meet the challenges of legal records management best practices for vital, active, and inactive records.

Click here for a full description of Iron Mountain’s legal records management services.

For a free consultation, Utah State Bar Members can contact David Saperstein or Chad Pieczonka at (801) 956-2003 Ext. 313.

Iron Mountain is the world’s trusted partner with over 51 years of experience for outsourced legal records and information management services throughout the United States, Canada, Europe, and Latin America. Iron Mountain has the industry leadership, expertise, resources, experience, proven processes, and responsive service to help you meet your information-management challenges.

LEXISNEXIS Total Practice Solutions
EXCLUSIVE benefits for Members of the Utah State Bar!
LexisNexis® and the Utah State Bar have partnered to provide valuable member benefit packages and pricing for attorneys in solo and small law firms. LexisNexis® Total Practice Solutions are unique offerings that are affordably priced and help in the business and practice of law. Visit www.lexisnexis.com/bars/ to learn about your LexisNexis member benefits, products and services. To discuss your firm’s unique needs, contact your local representative Glen Sharp, 801-302-0228, Will.Sharp@lexisnexis.com.

Wolters Kluwer, the international parent company of Loislaw, has recently made a significant investment in Loislaw, providing us with some key product advantages. We have also doubled our sales and support staff.

We are particularly strong now in primary law. Our search engine has a similar search syntax to – and is as powerful as - that of Lexis or Westlaw. But there’s a difference: it has a far cleaner look and is simpler to use.

To this end we would like to introduce ourselves as your new account team. Feel free to contact me with any questions you may have. Besides being the simplest-to-use system in the market today, we’re easily more affordable than Lexis or Westlaw (typically 40-50% less), and offer a true flat rate fee service, with no hidden charges ever.

Your Loislaw Legal Research Consultant is:

1-800-364-2512

In addition, we now carry many other Treatise Libraries for as low as $40 a month:

• General Litigation Library
• Aspen/CCH Bankruptcy Law Library
• CCH State-Specific Employment Law Libraries
• Aspen Treatise Libraries
• Personal Public Records
• UCC Filings and Corporate Public Records
• Loislaw Information Advantage -- a Legal News & Business Information database, edited for quick access to important legal and financial news.

Probate is a form driven practice that requires you assess the estate's needs, apply the rules, generate the appropriate documents, and file with the court --- all in an efficient and consistent fashion.

Features

• Utah Probate, Guardianship, and Conservatorship Forms
• Letters (interested parties, PR(s), creditors, attorneys, financial institutions, witnesses, estate assets, courts and government entities)
• Checklists to keep you on track through all stages of the administration
• Interviews to streamline meeting with the client and document preparation
• Quick start guide and tutorials to get you going
• HotDocs© Player (no need to purchase your own copy of HotDocs©)
• One year subscription includes support and updates
• Based on H. Reese Hansen and Stanley D. Neeleman’s Utah Probate System 2nd edition

Visit www.reallawforms.com or call (801) 766-3183 to get more information.

SmartLaw Business Consulting provides a full range of technology services to law firms throughout Utah and surrounding states. With experience in Law office automation software, hardware, networking, and a host of other technology tools, we will have your firm running smoothly and efficiently while saving time and money. For more than a decade, we have been using technology to automate small offices. We will help you design, implement and maintain a customized solution based on your specific needs. We are currently certified consultants for to the top law office tools of the industry including, Amicus Attorney, Time Matters, PCLaw, TimeSlips, Worldox, and others. Contact us today for a no cost evaluation. Contact:

Steve Blonquist
SmartLaw Business Consulting
Certified Consultant for Amicus, PCLaw, Timeslips, Worldox, Time Matters
www.smartlaw.com
steve@smartlaw.com
Local: (801) 491-6611
Toll Free: (866) 300-7402

West Publishing On-Line Legal Research
1-800-255-2549


West delivers a powerful competitive advantage to its customers by providing the highest-quality legal, regulatory and business information and the most innovative technology tools to manage it. In addition to being the home of Westlaw, West annually publishes over 66 million books and 500 CD-ROM libraries.

To enable customers to focus on the successful practice of law, West leverages its knowledge of the legal market with solutions for client development and legal office automation, provided by our affiliated Thomson businesses, Thomson Elite and Findlaw. In addition, West offers a number of legal education components, including online CLE courses and preparatory materials for the Bar review.

10% off the cost for any new Westlaw subscriptions and/or books.

Contact local West rep Chris Hoffmann at christopher.hoffmann@thomsonreuters.com. Please reference this ad to receive the discount. Discount not to be used in combination with any other West promotional discount.

Great Printing. Enlightening prices. ZDocs provides a variety of services such as On-demand printing; Color Brochures and Signs; Self Publishing Services and CD-Rom Publications. They provide special pricing opportunities to members of the legal community. Please visit our website to learn more: http://www.zdocs.biz/.

If you create books, seminar materials, brochures, postcards or other types of informational products, ZDocs offers innovative ways to help you succeed.

Authors be sure to check out the Books Program for ways to reduce your initial investment and sell your books and materials more efficiently. Providing a wide range of professional services including Document Preparation; On-Demand Book Printing; and Marketing and Sales fulfillment ZDocs can help you create a successful publishing market for CLE materials, books or other print based materials.
http://www.zdocs.biz/