A time-saving computer program to automate the legal forms preparation process.

Frequently Asked Questions

• How do I move my data to another computer?
• How do I backup my data?
• How do I update PerfectForm?
• How can I try PerfectForm?
• How do I get a FREE 30 day license key?
• Any tips on getting started?
• What forms are available in PerfectForm?
• Do I have to renew my license in order to continue to use PerfectForm?
• Can I save a form to PDF?
• Which forms should I select for update?

Quick Start Guide

In addition to the instructions below, you may wish to watch our tutorial video called Getting Started: Saving and printing your first form.

1. Download & install PerfectForm.
2. When PerfectForm starts, input your license key
3. Update the forms you need
   • This is a quick explanation of why we recommend you only update the forms you need.
4. Under the Matter List tab, create a new Matter
5. Under the Matter Info tab input the Standard Information for adoption, change of name, domestic relations, estate or guardianship.
   
   You can also add the names and assets that will be used for this file under Quick Names and Master Input Section respectively.
   
   This widely used data (such as fiduciary and attorney information) will flow automatically to all of your forms meaning you only input this information once.
6. Under the Forms tab, complete the specific information on the forms you need.
7. Save, save to PDF, print, or all three.