Simple Estate Planning Workflow

Manage your estate planning matters with this simple workflow.

The estate planning workflow is a basic framework for managing estate planning matters. You can use it “as-is,” or customize it to suit your particular needs. For example, you can add document automation templates for standard estate planning documents, and adjust the workflow to auto-assign tasks and collect additional information.

  • Use existing Microsoft Word documents
  • Add merge fields and conditional text
  • Upload HotDocs templates and generate in Actionstep
  • Store all documents within matters in Acionstep
  • Full-text search makes it easy to find documents
  • and more


The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

Price: FreeAuthor: ActionstepContact UsInstall