In the world of trust and estates software, no package is all things to all users trying to perform a given task. So, when looking to buy software, focus on what works for you. To help with the process, I offer the Kelley Software Purchasing Checklist. Simply rate each of the program functions on a 1-to-10 scale, where:
- bad = 0 points
- okay = 5 points
- good = 10 points
For each section, tally up the sub-score and get an average.