Centralized storage and organization for all estate-related documents with version control.
Seamless integration with financial institutions to automate transaction tracking and reconciliation.
Secure online portal for beneficiaries to view updates, documents, and communicate with administrators.
Tools to track legal requirements and deadlines for probate and tax filings across jurisdictions.
Comprehensive dashboard providing an overview of all estate cases with progress tracking.
Generate standardized reports, court documents, and tax forms with ease.
Manage the entire probate process from filing to distribution, keeping all documents and tasks organized.
Oversee trust accounts, distributions, and compliance for trustees and beneficiaries.
Prepare and file estate tax returns by tracking assets, deductions, and deadlines.
Coordinate the distribution of estate assets to beneficiaries according to the will or trust.
Notify and update beneficiaries securely through the platform, reducing communication gaps.
Create and manage legal documents such as inventories, accountings, and court filings.
Generate financial reports for estates, including income statements and balance sheets.
Ensure compliance with state and federal regulations throughout the administration process.
Organize all estate records for easy access during audits or legal reviews.
Track time spent on estate tasks for accurate billing to clients or internal accounting.
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