WealthCounsel® Launches SettlementCounsel™ Estate Settlement Software System at ABA TECHSHOW in Chicago.
Hilton Chicago Hotel, Chicago, IL, March 13, 2008 – WealthCounsel, LLC announced today from the exhibit hall of the ABA TECHSHOW the launch of a trust administration software system that will assist estate planning attorneys in winding down an estate during the post-mortem process. Demonstrations of this new software technology will be available March 13-14 during expo hours at the WealthCounsel booth, located at exhibit station No. 504. The ABA TECHSHOW is considered the world’s premier legal technology expo which attracts more than 1400 participants each year.
“We believe that SettlementCounsel™ will transform the way estate planning attorneys conduct post-mortem estate planning,” said Laura Wilson, executive director of WealthCounsel. “SettlementCounsel™ combines an efficient, easy to use software solution with systematic processes creating a robust and complete practice system,” Wilson added.
SettlementCounsel is the product of a collaborative effort of WealthCounsel attorneys from various regions throughout the country. The system was designed, engineered, and tested by trust administration practice leaders Joseph Strazzeri, Esq., Stephen J. Mancini, Esq., C. Dennis Brislawn, Jr., Esq., Dan A. Collins, Esq., and Wayne Wilson, Esq. The company teamed up with the law firm of Strazzeri Mancini, LLP of San Diego, CA in 2007 to begin the development of the software system in response to the growing needs of estate planning attorneys throughout the country with elderly or aging clients.
Winding down an estate is typically very process-oriented and labor intensive. Wilson explained that the need arose for an automated solution that not only engages legal support staff in ensuring the highest level of service to the deceased client’s heirs, but also coordinates the activities of all professional advisors involved in the estate’s administration.
Wilson also indicated that automating the process will enable the attorney to provide a continuum of quality contact with heirs, foster interdisciplinary relationships with other advisors during the winding down process, and facilitate intergenerational estate planning beyond post-mortem administration.
About WealthCounsel®WealthCounsel® is a registered trademark of WealthCounsel, LLC, a membership-based organization of more than 1,000 law firms, and a leading provider of tools and intelligence to the nation’s estate planning community. The company, which celebrated its tenth anniversary in June 2007, is known for its
Five-Star Practice Solution™, a unique blend of the WealthDocs™ document drafting software, collaborative community of practitioners, discussion forums, relevant CLE, and practice building resources. WealthCounsel shares ownership in two sister companies, ElderCounsel, LLC, and the Advisors Forum, LLC. For more information, visit
www.wealthcounsel.com.
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Media Contact: Marlene H. Frith, WealthCounsel, LLC, 888-659-4069, Ext. 817