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EC TransferCalc™

EC TransferCalc™ is a stand-alone product offered by ElderCounsel® that will assist attorneys in making calculations for promissory notes, gifts, and annuities. In addition to making complex calculations, TransferCalc also creates a summary report, a client report, and an amortization schedule. EC TransferCalc Complete™ also includes a promissory note and client letter explaining the promissory note and what the borrower’s responsibilities are.

Members DO NOT need to order TransferCalc separately. The TransferCalc functionality is included in the EC Promissory Note® document group in ElderDocx®, and the annuity calculator is found in the EC Medicaid GRAT document group in ElderDocx.

If you purchase TransferCalc and join ElderCounsel within 3 months, we will credit your TransferCalc fee toward your membership fee. Click here to learn more about becoming an ElderCounsel member.

Note: TransferCalc requires Microsoft Word 2007 or better for the documents, and HotDocs User 10 or better for data entry. (Order HotDocs; Customers who subscribed to TransferCalc before November 1, 2013 may be able to use HotDocs Player 10 or better.)

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    EC TransferCalc Complete™


    • Promissory Note Calculator
    • Transfer Penalty Calculator
    • Annuity Calculator
    • Summary Report
    • Client Report
    • Amortization Schedule
    • Promissory Note (programmed in HotDocs)
    • Client Letter explaining the Promissory Note (programmed in HotDocs)
    • Hotdocs User License and Maintenance Agreement required for purchase

    $995 annual fee

    Member Price: $0.00 Retail Price: $995.00
    Product Cart Item
    Form Controls

  •  

    EC TransferCalc™


    • Promissory Note Calculator
    • Transfer Penalty Calculator
    • Annuity Calculator
    • Summary Report
    • Client Report
    • Amortization Schedule
    • Hotdocs User License and Maintenance Agreement required for purchase

    $495 annual fee

    Member Price: $0.00 Retail Price: $495.00
    Product Cart Item
    Form Controls

10% Off Sale!

Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →