Maintain important filing deadlines and decedent personal and trust asset details
Trust asset information automatically populates from the related Estate Planning matter
Generate trust asset reports
Generate date of death value financial institution letters based on asset information
Track creditors and creditor claims. Generate letters to creditors based on claim info.
Tasks and key dates triggered upon date of death
Track key dates and get alerts on key filing deadlines
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
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