Why NobleForms?

Traditionally lawyers have assembled estate planning documents or documents used in probate or trust administration by using an existing Word document such as a living trust agreement or a petition and doing a “Save As” and modifying the new document. This approach can lead to multiple problems such as the embarrassing moment when you are showing the document to a client and a prior client’s name pops up in the new document.

NobleForms, LLC currently offers two template sets: (a) estate planning and (b) probate and trust administration.

Estate Planning

The estate planning template set offers a complete system for Oregon attorneys to automate their existing estate planning practice or to expand their practice to include estate planning. Attorneys get access to the templates by subscribing to NobleForms Estate Planning on the HotDocs Market website with a monthly ($100) or annual ($1000) subscription. The templates work for clients with simple estate planning needs as well as for clients with complex estate planning issues. Taken together the templates constitute a complete estate planning system from intake to document production to trust funding and creation of a three-ring binder for the client.

Probate and Trust Administration

The probate and trust administration template set offers a complete system for Oregon attorneys to automate their existing probate and trust administration practice or to expand their practice to include probate and trust administration. Attorneys get access to the templates by subscribing to NobleForms Probate and Trust Administration with a monthly ($100) or annual ($1000) subscription. The templates produce all the documents necessary to administer a probate or trust administration from intake to final accounting or trustee report.

The documents are created in the Cloud and then downloaded in Word to the attorney’s computer where they can be saved and edited.

All the attorney needs is Word for PC or Word for Mac. The templates do not work with Word Perfect. An attorney can run the templates by using any internet browser program on any device, i.e., a PC, a Mac, or a tablet or phone.

The template sets are especially helpful for younger attorneys who have had limited exposure to estate planning and/or probate and trust administration, but who wish to expand their practice into those areas.