Track the progress of your Full Probate or Small Estate Engagement and get reports on important deadlines.
Tasks auto assigned with due dates based upon date-of-death
Alerts on key filing deadlines
Extensive data collections track info such as case number, estate value, EIN, & decedent info
Asset tracking for Date-of-Death values.
Model templates that generate info for assets when contacting financial institutions
Tracking for Creditors
Key dates such as date estate opened, filing deadlines
Appointment dates and confirmation templates
Model Set document templates so you can easily create your own library
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