Enables you to manage
your estate settlement
and planning cases
Your practice in Florida or Massachusetts handles many matters and Estate Settlement is just a part of what you do. You want to enter case information once and then have it available to you anywhere, anytime. Immediate access to pre-filled state probate forms will save time, reduce errors and boost productivity.
Estate Settlement or Planning is a major focus for your team. Significant case loads challenge the efficient use of resources and pose potential liabilities. You want cases handled consistently, incorporating the best practices of key individuals. Having a system that defines workflow and monitors deadlines enables the practice to be managed effectively.
Your Trusts and Estates Department needs to improve transparency, cooperation and communication across multiple regions and offices. You need a workflow management platform that can integrate with your organization’s existing systems. You want data, reports and alerts that are aligned with how you want your Estate Administration department to perform.