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.