Track the progress of your Full Probate or Small Estate Engagement and get reports on important deadlines.
Trust asset information automatically populates from the related Estate Planning matter
Generate asset reports
Generate date of death value financial institution letters based on asset information
Identify all parties to the matter (administrator, executor, beneficiaries, etc.) and manage communications
Tasks and key dates triggered upon date of death
Track key dates and get alerts on key filing deadlines
Track creditors and creditor claims. Generate letters to creditors based on claim info.
Extensive data collections track info such as assets, case number, court, EIN & decedent info
Track appointments and use email or document templates for confirmations
Model set of document templates so you can create your own
Use the contact form to request more information and pricing.