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Endorsements

I appreciate the flexibility and choices of all the reports in the software. Creating report templates for each attorney and client used to consume vast amounts of my time. Because Family Law Software has demonstrative reports for virtually every attorney, (and ultimately), client need, I can customize my analysis even more efficiently.

A key feature is the ability to share case files with attorneys. When my attorneys also use the software, working together in tandem on the case is even more synchronized and harmonized.

Michelle M. Smith,
New York, NY

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I really like the fact that one piece of software does both property distribution settlement and cash flows simultaneously. That's a real cost savings to my practice, because I don't have to use two different pieces of software. I can run my practice more efficiently and make more money.

I also love the wonderful way it handles reimbursements for community property states. And I really like the pension reporting.

Andrew K. Hoffman,
Mandeville, LA

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Family Law Software is a comprehensive solution for divorce financial planners. I think that eventually all divorce financial planners and matrimonial attorneys will switch to Family Law Software. The technical support is excellent.

Lee Slater,
New York, NY

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I switched to Family Law Software. It is definitely more accurate than the software I was using before.

Carol Ann Wilson,
Longmont, CO

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Our membership is switching over to Family Law Software. We like the fact that everything we need is in one piece of software, and that we are not going back and forth as we did before.

Cathy L. Daigle,
Los Gatos, CA

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A good majority of our members now use Family Law Software. I find that it produces a much nicer presentation. And we all really like the fact that the company is very receptive to new ideas. We find that we're leading the software, not the other way around.

Jack Long,
Downers Grove, IL

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The program has been stupendous. I used to use [another program], and this is much better. What I like with the Family Law Software Planner is that when I make changes, the changes are shown instantaneously. And it's easy to use - everything is laid out right in front of you.

 

As far as the client goes, it's transparent. If a client wishes to, or his attorney wishes to he or she can follow each number down the line. You can do three or four or five different scenarios, which is what I usually do, and you can see each change and what the results are.

Matthew Bernstein,
Atlanta, GA

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This is the best thing out there, it really is. Right now I'm working with an attorney who won't do anything until he sees my reports. I am planning to be an expert witness, and I'm glad to have all the backup. The reports current and projected net worth is a great report. The report about alimony taxes saved or paid is very, very powerful. It's fantastic software.

 

I have been a Certified Divorce Planner for seven years and tried many different software programs attempting to provide a factual, comprehensive analysis for my clients. By far, the Family Law Software Planner is the easiest and most inclusive program that offers the widest array of reports. This is crucial since it allows my clients to know their present situations and prevent mistakes by seeing the realistic effects of their financial divorce settlement before they sign on the dotted line.

Joan Coullahan,
Vienna, VA

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I have worked with many different financial planning software packages and I really like this package and the great service I get from your group! The report choices are great and help me to customize each analysis to the client's situation. The Negotiate tab allows me to easily see the impact of other options. The software helps make my job a lot easier. Keep up the great work!

Angie McCarthy,
Fargo, ND

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The program is great. I can present multiple scenarios to my client, which leads to faster settlements. The analytical tools also allow for out-of-the box thinking.

 

I have used the Present Value of Alimony calculation to structure trade-offs of property that brought the parties to settlement. I also find the pension evaluator to be a tremendous feature for getting a fair estimate of what pensions are worth.

John Faggio,
Columbia, MD

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As a family law attorney and mediator, I consider the Family Law Software Planner to be an absolutely essential part of my practice.

The elegant and easy-to-use interface makes it a snap to input all of the financial data which must be considered in divorce/support disputes (and also serves as a comprehensive checklist for both attorney and client).

Once the data has been entered, the software's powerful suite of analytical tools go to work. The resulting analysis, graphs, charts, and "what-if" scenarios, provide -- the very information which is critical to mediation, settlement, and/or trial. As the client's situation changes, or new data becomes available, revisions, re-calculations, and alternative scenarios can be run at any time, quickly and easily. The Family Law Software Planner helps me to do my job efficiently, competently, and confidently. And without fail, your support team has promptly and professionally responded to my inquiries. Congratulations and thank you for an excellent product, and excellent support.

Barry Gold,
Chair of the Tennessee Bar Association Family Law Section

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This software is very, very helpful, because it graphically illustrates in a tactile way the client's situation.

I have been using Family Law Software Planner for over a year now, including in one case with over $20 million in assets.

There's a lot to be said for a client actually having these reports in his or her hand, as opposed to just having a discussion across the desk.

I also find that the software helps bring a bit of civility to the process, because it leads the parties to understand what is realistic.

I was speaking to a new client the other day, a Harvard Business School MBA, as it happens. She had all kinds of financial issues, but she had not been able to get them organized.

I told her that this software would empower her, because it would get all of her issues organized, and it would help her understand what is possible and what is not. And she was very appreciative.

Dan Sears,
Manchester-By-The-Sea, Massachusetts

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What I value in the Family Law Software Planner is its attention to the varied range of users. The text/language supports use by attorneys, the tax analysis support CPA's and the comprehensive analysis is appreciated by CFP's and CDFA's. Furthermore, it is actively being expanded upon and improved by user suggestions from the field.

William Chamberlin,
St Louis, Missouri

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At our firm we provide comprehensive financial planning. The planning software we use is top notch but does not offer us the unique aspects of a divorce situation. Built into the Family Law Software software are such unique items as property division, mortgage refinancing, pension calculations, child support and maintenance. The software also provides the ability to present different settlement options to the client. The attention to detail is surprising. In addition, the technical support provided to us has been superlative."

Gary Castine,
SageRutty and Co., Inc
Rochester, New York

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I like:

1. That the Family Law Software Planner has the capability to show two individual tax scenarios with the corresponding cash flows and balance sheets.

2. That Family Law Software Planner can demonstrate to a divorce client possible future financial scenarios based on different settlement options so that the client can be well informed during settlement negotiations and when he/she makes a final decision.

Geralyn Jensen,
SageRutty and Co., Inc
Rochester, New York

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The software helps me a lot to show the people exactly where they are. In the time of divorce many seem to believe they will live their standard of living as usual. Not so! I think the software goes beyond what I thought I was originally purchasing, and I am very happy.

Karen Caporaso,
Irvine, CA

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I chose Family Law Software - after an extensive search - to illustrate financial planning strategies for my book, "The Complete Guide to Protecting Your Financial Security When Getting a Divorce," for McGraw Hill. It clearly conveys the financial reality and long-term impact of divorce.

Alan Feigenbaum,
Chapel Hill, North Carolina

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The Family Law Software Planner allows me to very quickly produce something that makes lawyers and judges understand my client's position. More importantly, it really changes my clients' lives.

Sandi Geller,
Newton, MA

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I have shared my work product with collaborative divorce attorneys in the Maryland Collaborative Law Association, where I practice, and they say there is no way in the world that they could replicate the comprehensiveness of these reports. They are simply wowed.

Gerald Veydt,
Parting Ways, Inc.
Towson, MD

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[Family Law Software] features one of the best and most attractive user interfaces available in financial planning software. Left-side context-sensitive tabs make for easy navigation, and data entry is both streamlined and simplified. The charts and reports present a professional appearance with a respectable audit trail and drill-down detail capability.

 

Reasonably priced and easy to navigate, [Family Law Software] allows people experiencing a divorce to make key life decisions relating to work, homes, alimony, property division, and to stragetically assess the impact of the divorce over a period of years. [Family Law Software] is must-own software for financial planners, if for nothing else than to ensure that they cover all the relevant planning factors when their clients divorce.

Dave McClure,
Accounting Today Magazine
March 15 - April 4, 2004

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My niche is that other lawyers and referring contacts see me as hard-working and efficient, and they know that I enjoy mediating and assisting legal clients through very difficult times. I have grown quickly, so that I now have two new family law attorneys and a full-time legal assistant for family law.

We will all be fully conversant with your program and it will become key to our ongoing success.

You really do "get it" as to what is useful for attorneys and mediators.

Now that I carry more than 140 cases at all times I must be certain that the quality of my work does not slip, especially when others are now compiling the data. Family Law Software gives me a level of assurance that my data will be complete when it is time to negotiate or try a case.

Jeremy Howe,
Newport, Rhode Island

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To the crew at Family Law Software:

A Big Thank You! What a terrific response time for solving my dilemma. I know you worked overtime to get this done for me today. I really appreciate the effort that was put into making the revision to the software.

The reports are complete, professional and they looked terrific once I was able to customize. You have just turned really good software into great software!

Judy Deer,
Livingston, New Jersey

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I have been using this software quite a bit, lately.

Here is what I like best about this software in comparison to other software I have used:

  • Ease of data entry.
  • Report printing sections match the title of the actual page so it's easy to find.
  • I can choose which sections to print for each client, enabling the plan to be more customized and appropriate for each client.
  • I can show "bottom line" or multi-page details, depending on what the client needs to see.
  • The output is easy for the client to understand.
  • The company responds quickly when I have a question or need help.
  • It is obvious that the people in the company want their software to work well and be "state of the art" and that they look for input to make it better.

Nancy Seely-Butler,
Groton, Connecticut

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The program is very user friendly.

I find that the pop-up help on the screens is very helpful.

And the program seems very comprehensive.

Benjamin R. Putman,
Benjamin R. Putman, Inc.
Mission Viejo, CA

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I am up to my elbows in work, but it is important for me to acknowledge the new level of reporting capabilities your software has provided.

I am working on my first case, and so far, I couldn't ask for anything more from your firm in supporting me through the entire process.

I delivered my first case to my attorney client yesterday and we will be discussing the content in a meeting planned for today. Everything Cathy Daigle, CFP, CDFA, said out your firm was exactly correct.

Thanks again for your great service and excellent product.

Ronald M. Oddo,
Scottsdale, AZ

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We use Family Law Software to project expenses, especially to see how things will look after the alimony ends.

We use the property division reports and capital gains reports.

The software is very thorough. It lets you thoroughly evaluate the effects of not just the asset division, but also future effects of assets and alimony.

Danine Mueller,
Wayne, PA

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You guys are the fastest support team for any software, anywhere (you can quote me).

Thanks.

Steve McBride,
Englewood, CO

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