A structured estate record
Work with people, assets and debts, plus estate-administration expenses where relevant.
Estate overview
One record. Anyone on the team can pick it up.
One record for every person, asset, debt and document, which anyone on the team can pick up. Keep values, supporting files, deadlines and matter activity in context.
Built around your workThe details that make
The details that make
the day easier.
Values with context
Record current and date-of-death values. Keep supporting documents and spot missing valuations.
Key files together
Organize important estate files and link evidence to the relevant records.
Deadlines & responsibilities
See upcoming and overdue tasks, assignees and statuses connected to your provider.
A useful activity trail
Search matter activity by action, person or record type to understand recent changes.
Filters & exports
Filter estate information and export summaries or details for use in your firm’s workflow.
Planning, probate and trust-administration matters have different workflows. Ask about the surety-bond workflow for eligible Clio probate matters.