Some of the highlights for the month include:
We are continuously releasing significant updates to our trust administration product - if you want to try the product with early access, you can fill in the form here!
As always, if you have any ideas or comments on features you would like to see added to the platform, let us know through our feedback portal.
We have added and updated our library of forms and reports including:
We've improved the experience of the forms & letters section making it so that you can only generate documents from that section. Any forms & letters generated now get automatically downloaded and their contents can be viewed at any time in the documents section.
If you are currently working on a mix of both estates and trusts, you can easily filter now by file type in the My Tasks section (Eg. show only tasks assigned to me on Trusts) to quickly find what's relevant to your work situation.
In the event that a family member of an existing estate administration file passes away, users now have the ability to reuse information from an existing file to avoid repeated data entry.
We have added support for Microsoft OneLogin as a Single Sign-On provider. If you are interested in enabling single sign-on for your organization - reach out to our team at firstname.lastname@example.org to get started!
In the coming weeks, we will announce the release of other great features such as: