A comprehensive estate planning platform to streamline your practice
Client Management
A digital platform for managing all legal affairs, aimed at retaining clients.
Smart Wills
Easy to use and secure online management of wills with encrypted data.
Probate
Services to help retain and grow your customer base by providing better probate services.
Foster stronger client relationships
Advanced business management
- Secure messaging
- Custom registration pages
- Advanced security with multi-factor authentication (MFA) via SMS
Client features
- Funeral wishes
- Will repository
- Digital vaults
- Secure folders
Foster stronger client relationships
For your firm
Empower your practice to efficiently manage estate planning and legal services.
Features
Business management
- Secure messaging
- Custom branding
- Custom registration
- Enhanced security
- Secondary email
- Multiple departments
- Prioritised support
For your clients
Your clients benefit from accessible, client-focused tools that ensure their wishes are honored, providing them with lasting peace of mind.
Features
-
Funeral wishes
-
Smart wills
-
Create and print wills
-
Prepare for probate
-
Digital vaults
-
Personal folders
-
Alerts via SMS
-
Shared folders
-
Secondary email
-
Enhanced security