Dream Docs 1.019 Beta

Dream Docs 1.019 Beta offers you a powerful online legal software (SAAS) program which makes it simple, quick and easy to add estate planning to your law practice.

These three basic document packages will allow estate planning attorneys to practice comfortably within the following parameters:

• Single clients with assets under 3.5 million dollars.
• Married couples with assets under 7.0 million dollars.
  

Most all potential clients fall within the parameters of the Dream Docs system. If they don't fall within these parameters, you probably need to be a Certified Specialist to handle their cases.

Major Features:

1. Be able to practice simple estate planning and add an additional revenue stream to your practice.
2. Be an online legal software (SAAS) program which makes it simple, quick and easy to add estate planning to your law practice.
3. This particular attorney sets up 120 to 150 living trusts per year for his clients Attorneys using the system download the Estate Planning Information Sheet, record the necessary information from their clients and enter the information into the database.
4. Dream Docs includes an online database which can be used by anyone with a PC computer linked to the Internet.
5. Attorneys using the system download the Estate Planning Information Sheet, record the necessary information from their clients and enter the information into the online database.
6. The user then selects the type of document package from the three available types - Simple Single, Simple Couple and Simple Double (Simple AB Disclaimer Trust). Dream Docs will also prepare Trust Quitclaim Deeds.

Enhancements:

• New installation program
• Bug fix for grid selection on clients grid.
• Tag cleaner code for uploading templates. Tags can have only letters, numbers and spaces. All your current tags should remain unchanged.
• Bug fix for account expired.
• Bug fix for cache load popup after uploading a new template; popup removed.