Invite and collect
Send a firm-branded portal link so clients can provide details and documents.
Probate & trust administration
Move the matter forward, together.
Bring client intake, people, assets, debts, expenses and supporting files into one estate record. Review extracted details, track the work and prepare supported court forms.
Built around your workThe details that make
The details that make
the day easier.
Review documents
Turn statements and paperwork into suggestions your team can keep, edit or dismiss.
Record values with context
Keep statement balances, current values and date-of-death valuations distinct.
A clearer handoff
Give the next team member a shared record, deadlines and recent activity.
Prepare supported forms
Reuse the estate record in supported forms, then review every field.
Connected to Clio
Keep the work connected to your Clio matters, contacts, documents and tasks.
Court-form coverage varies by state, county and form. Your firm reviews prepared forms and handles filing.