Practical Planning Systems Introduces the Practical Interview

Press Release • Dec 26, 2014
Software Company Features Online Questionnaire for Estate Planning Attorneys

Salt Lake City, Utah, December 26, 2014 (Newswire.com) - Practical Planning Systems, LLC is pleased to announce the Practical Interview, an online questionnaire that attorneys can use to collect information from their clients. The Practical Interview offers clients the ability to fill out their basic contact information and convey their estate planning needs prior to the initial meeting.

“The Practical Interview is designed to save attorneys time,” says Kim Mayberry of Practical Planning Systems. “When clients complete the online questionnaire, that eliminates the time attorneys or their staff will spend entering it themselves. We’ve seen the Practical Interview cut down the input of data by as much as 60 percent!”

Features of the Practical Interview include:

  • The ability to be completed from any computer, tablet, or smartphone
     
  • SSL encryption to ensure the protection of personal information
     
  • Personal information is available for the attorney to download into the Practical Planning System after completed by the client
     
  • Financial questionnaire available for download

About Practical Planning Systems: Practical Planning Systems provides attorneys with estate planning software that uses HotDocs ™ automation. This document preparation system has been developed over the last 15 years with the help of Thomas Begley, Jr., a distinguished attorney who specializes in estate planning and elder law.

Tags