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2008 Pricing — Software Subscriptions

Initial Licensing (1st Year)

Essential Estate Planning™ Wealth Transfer Planning™ Elder Law & Special Needs Planning™
Standard Professional Standard Professional Standard Professional
Workstation Licenses
Single User $2,495 $3,295 $4,195 $5,445 $4,195 $5,445
"1+1" (one for office; one for home) N/A $3,295 N/A $5,445 N/A $5,445
Network Licenses
Network License (1 user) $2,695 $3,495 $4,395 $5,645 $4,395 $5,645
Each Add'l Network License: Add $300 $400 $500 $600 $500 $600

Annual Renewal Licensing (80% of current price)

Services

The basic subscription includes 30 days technical support. After the first 30 days support is available on an hourly basis or by upgrading to our Professional Version which includes a full 12-months unlimited technical and customer support.)

Optional Products & Services

Advanced Training (Per attendee; 90-minute Webinar session) $150
Technical Support* (Per Hour) $200

*Technical support is included for the first 30-days. Thereafter, support is billed on an hourly basis, in 15-minute increments, with a $100 minimum per support incident. Purchasing the Professional Version Subscription entitles you to a full 12 months of FREE content and technical support.

Annual Renewal Information

Your subscription can be renewed annually at 80% of the then-current pricing. Renewals will ensure uninterrupted access to updates and services. (Subscriptions renewed more than 30 days after the end of the subscription period are not entitled to the 20% renewal discount.)

Competitive Pricing Analysis for Individual User License (as of August 2008)

1st Year Licensing HotDocs Total 1st Year Costs
Wealth Transfer Planning™ $4,195 Included $4,195
WealthDocs™ $9,900 $300 $10,200
Cowles™ Trust Plus System $3,990 N/A $3,990
2nd Year Licensing HotDocs Total 2nd Year Costs
Wealth Transfer Planning™ $3,356 Included $3,356
WealthDocs™ $5,400 $110 $5,510
Cowles™ Trust Plus System $3,990 N/A $3,990
 
Two-Year Licensing Costs Comparison
Wealth Transfer Planning™ $7,551
WealthDocs™ $15,710
Cowles™ Trust Plus System $7,980

Aug 28, 2008
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Suffolk Elder Law Symposium
Boston, MA
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