Will-O-Matic Wizard Testimonial

Posted by pmmpa on July 23, 2014 · Leave a Comment

Here’s a recent testimonial from a dentist who engaged DMC LLP and used the Will-O-Matic Wizard to create their Primary / Corporate and Secondary / Non-Corporate Wills:

“I used the Will-O-Matic Wizard to create my Primary and Secondary Wills. I needed two Wills because I have a professional corporation and apparently, my estate will pay less tax by having two Wills. The process was pretty straightforward, once you get used to the software. It’s very comprehensive. There’s a lot of information to guide you through it. After I finished, I contacted DMC LLP to review and finalize my Wills. They were very responsive and answered my questions. I’m glad to have finally completed this. My accountant has been telling me for years that I needed to get this done. So it’s a big relief now! Thanks!”

Dr. M., DDS

Filed under What Dentist Say About Us: · Tagged with corporate and non corporate wills, dentists, dual wills, will o matic, wills splash

Personal Information, Assets and Liabilities Checklist

Posted by pmmpa on May 25, 2014 · Leave a Comment

If you’ve used our Will-O-Matic software to create your own legal Will (or Primary / Corporate and Secondary / Non-Corporate Wills), you can download and use this “Personal Information, Assets and Liabilities” checklist to help your loves ones, Estate Trustee and beneficiaries know where your assets are (including online accounts and assets) and have access to them. This checklist comes in .doc format (Microsoft Word compliant) and you can edit (fill in, add, remove) the parts that are applicable to you. Note: this checklist is offered as a guide and may not be comprehensive enough to address your personal situation.

Filed under Blog · Tagged with assets, checklist, dentist legal forms, DMC LLP, dual wills, liability, michael carabash, personal information, single wills, wills