Protect Legacies Efficiently,
With Smart Estate Automation.

Draft wills, trusts, and power of attorney documents with automated questionnaires and track probate court filings.

Everything Clients Need, In One Place.

Designed specifically for the real-world operational demands of estate planning & probate attorneys and staff.

Send intuitive digital questionnaires for family trees, assets, and beneficiary allocations.

Merge client data directly into customized revocable trusts, wills, and healthcare directives.

Track creditor notification periods, asset appraisals, and distribution schedules.

Provide families with a lifetime digital vault for signed documents and deeds.

Your entire practice goes where you go, on every screen.