How to Buy Software

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

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.

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