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