Integrations

DecisionVault is an intake portal solution for estate planning attorneys.

Swap your intake forms out for an intake portal where you can collaborate with your clients on the inputs to their estate plan, then sync the information over in full detail to Actionstep and your drafting platform.

Key Benefits

• The client starts the process by creating an account, so their information is protected, and they can come back into the portal throughout the process to add more information.
• Contacts sync in full detail, eliminating duplicate data entry of information in several systems, and reducing the risk of errors.
• The structured asset intake can be exported as an Excel sheet, making it easy to create funding instructions or checklists.
• DecisionVault supports having multiple questionnaires, either filled in by the person themselves or by a representative, so you can use this for Estate Planning, Probate / Trust Administration or Elder Law style intakes.

Pricing

After a 30-day free trial, accounts start at $99 per month.