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New! Time Matters® Integration Package
Are you using Time Matters 8.0 to its full potential? Wealth Transfer Planning ("WTP") prepares excellent estate planning documents but you also need something
to help manage your practice. Basha Systems, LLC, working with Interactive Legal Systems and Integrity Marketing Solutions introduces the Basha Systems Estate Plan Management System ("EPMS")—a
Time Matters feature package for the Wealth Transfer Planning document drafting system.
The system is fully integrated with WTP, making it easy to import client, spouse, child and important persons data into the WTP Client Interview. Simply apply EPMS to
your existing Time Matters database and transform Time Matters into a fully customized estate planning system that lets you: (1) add client, spouse and child data, (2) add important personal
data, (3) manage your estate planning process and (4) track your trustees, executors and beneficiaries on each instrument. We have also incorporated best practices recommended by Integrity
Marketing, including instant Newsletter lists and over a dozen form clipboards to communicate with referral sources and prospective clients. The package will include free remote installation,
and a free 90 minute training class. The system requires Time Matters 8.0 (Professional or Enterprise) which can be purchased separately from Basha Systems. Because the package does not change
any default form styles, it can be easily implemented on top of an existing database. The base package is $1,200 for two users. Each additional Time Matters user is $200. For more information,
contact Nicole Splitter at (nsm@InterActiveLegal.com) or (888) 315-0872 Ext. 81.
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