Use just one Estate Planning workflow (matter) for the lifetime of your client's Estate Planning engagement with your firm.
Follow-up on Engagement Agreements
Document Vault to track types, agents, execution & update dates
Track Assets & Deeds
Draft Restatements & Amendments
Annual Review Maintenance Loop
Document & Email Templates for Appointment Confirmations
Model Set of Document Templates so you can create your own
Use the contact form to request more information and pricing.