The MSBA recently added an estate planning to mndocs. This Starter Kit lets users enter client data but also create some simple forms.
The MSBA recently added a new estate planning package to its mndocs product. These forms are intended to help members meet the basic estate planning needs of their clients.
This Starter Kit is intended to let users try out document assembly for some simple estate planning forms, including a Power of Attorney and Health Care Directive.
The client data entered via this Starter Kit is completely compatible with the full estate planning package in mndocs, so users can easily prepare additional documents -- like a Will -- when they upgrade to the full version of mndocs.
More information about mndocs can be found at www.mndocs.com.