Virtuwill — a Simplified Approach to Document Automation
VirtuWill Solutions, Ltd. is dedicated to helping law firms, accounting firms, and financial services professionals to implement cost-effective, creative systems for document assembly. Read the impressions of some of our satisfied customers.
Our software products and consulting services will help you improve the consistency of your written product, reduce malpractice risks, reduce tedium, improve cashflow, and – best of all – enhance your firm’s bottom line.
Read on to learn about our exciting products and services. We hope to get the chance to work with you.
Automated Document Preparation
VirtuWill is a software application that uses the powers of Microsoft® Word to automatically produce excellent drafts of sophisticated estate planning documents.
VirtuWill offers a comprehensive set of form documents. However, both the language and the assembly logic of the program is are fully customizable. With a little assistance (and maybe completely on your own), you can even add documents of your own to the system. Its open-ended future expandability make VirtuWill the perfect assembly solutions for law firms of all sizes.
Simplicity, Speed, Accuracy
Open VirtuWill and enter a client’s data. Then, point and click to choose the documents you want to create, and the phrases you want to include in the documents. Finally, click “OK” and in seconds VirtuWill will create Microsoft® Word documents that you can fully edit and then save like any other Word document.
Bottom line: In about 10 minutes, your secretary or assistant can create drafts of a Will, an ILIT, powers of attorney, cover and engagement letters — and most importantly a bill! Every document is created from the same standard forms, so they’re always accurate.
Easy and Limitless Customization
The VirtuWill systems are also a platform for creating partially or fully customized drafting systems. With relative ease, we can integrate your own language into VirtuWill, or change portions of the standard form documents to meet your firm’s needs.
In addition, a standard feature of VirtuWill allows you to easily create custom form documents, letters, and insertable phrases of your own, all of which are fully integrated into the system.
Listing of Included Documents
VirtuWill includes Simple Wills (with and without minor’s trusts), many forms of A/B Wills (including reverse pecuniary and fractional formulas), financial and healthcare powers of attorney, revocable trusts with A/B splits, ILITs and other irrevocable trust agreements.
We can add other documents at our usual consulting rates. Call to discuss flat rate projects, as well.
System Requirements
Windows 7 and Microsoft Word 2003 or higher. (To discuss compatibility with older operating systems and versions of Word, contact Steve Seel at 412.260.2522 or email at sseel@virtuwillsolutions.com.)
Pricing
For a limited time, get a single user license for $1,195 (plus 15% annual maintenance). Please call Steve Seel at (412) 412.260.2522 or email at sseel@virtuwillsolutions.com for pricing details on custom systems.