DBC Partners

Advanced Estate Planning Workflow

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

Track appointments & drafting status

Compile asset information and generate asset reports

Generate financial institution letters based on asset information

Track trust funding status

Identify all parties to the matter (agents, executor, trustee, beneficiaries, etc.) and manage communications

Manage annual reviews and client maintenance

Generate letters & emails for appointment confirmations

Model set of document templates so you can create your own

Use the contact form to request more information and pricing.