- Extended Contact (Monthly Billing)

The extended maintenance contract provides for a maximum of 36 hours of professional consulting services over the one year term. This provides for extensive customizations of the templates and is recommended for a high-volume estate planning practice. It offers on average three (3) hours per month at the bargain rate of $90/hour. Your credit card will be billed automatically for a period of one year.

CUSTOM MAINTENANCE CONTRACT

Among the services to be provided under a Basha Systems Custom Maintentance Contract are the following:

Web-consultation with a expert HotDocs consultant who will review your change requirements and develop a customization plan
Revision of the text of any of the templates that ship with Wealth Transfer Planning. Save yourself days of aggravation trying to figure out how to customize your templates to get your favorite language into the final documents.
Revision of the HotDocs logic of any of the templates that ship with Weath Transfer Planning. We can use any of the over 5000 variables (including undocumented computations) that ship with the WTP system, We cannot make any custom changes to the standard shipping interview to add additional questions. However, as the HotDocs developer of WTP, there is a good chance any reasonable request will be included in a subsequent build of WTP.
Changes to the shipping Word and WordPerfect style sheets, as well as standard inserts, may be included as part of a Custom Maintenance Plan.
Revision of customized templates to keep current with the periodic WTP updates of the standard templates. These updates can and will mean that your "customized templates" will NOT contain the revisions made by WTP authors, some of which will be critical to the tax viability of your documents. Basha Systems will "maintain" a copy of all your customized templates, and ship you updated versions of those templates when ILS updates the underlying standard template.

ANNUAL CONTRACT TERMS

Services will be offered as part of an Annual Contract. The contract will include a "maximum" number of consulting hours that can be used at any time over the term of the contract for consulting services relating to the Customization of the Wealth Transfer Planning Templates. The contract does not cover general HotDocs consulting services which need to be purchased separately. Any hours under an annual contract will "expire" at the end of the term. The contract can be "renewed" at the end of the term for subsequent annual terms. If a purchaser wishes to terminate the contract prior to the end of the term, the client will be liable to the lesser of (1) the complete contract amount or (2) the number of hours of consulting time provided by Basha Systems times our standard hourly rate of $200/hour. If use of professional services exceeds the cap in the contract, purchaser will be notified, and at purchaser's election may obtain additional consulting services at the rate of $200/hour.