Probate Workflow

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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