FinPlan Equal Shares–Law Books and Legal Information–West
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FinPlan Equal Shares

FinPlan Products and Services, Books and CD-ROMs Featured at Thomson West
 

Application Walkthrough

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  (see description at bottom for explanation)
 
 

Case Management

The case management menu provides means of creating, duplicating (save as), renaming, and deleting cases and case versions.  All data in Equal Shares is stored in separate cases, with each case having multiple versions.  As data changes over time this allows you to periodically save different case versions in order to have historical snapshots.  Husband and Wife data can be stored in different cases, or in different versions of the same case.