Track deadlines, and utilize document automation and auto-assigned tasks to decrease administrative time and reduce errors.
Use just one Estate Planning workflow (matter) for the lifetime of your client’s Estate Planning engagement with your firm.
- Track Drafting
- Track Appointments
- Follow-up on Engagement Agreements
- Document Vault to track types, agents, execution & update dates
- Track Assets & Deeds
- Draft Restatements & Amendments
- Annual Review Maintenance Loop
- Document & Email Templates for Appointment Confirmations
- Model Set of Document Templates so you can create your own
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.