DBC Partners

Estate Planning Workflow

Use just one Estate Planning workflow (matter) for the lifetime of your client's Estate Planning engagement with your firm.

Track Drafting

Track Appointments

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.