Form automation
Instantly generate hundreds of court forms and template letters.
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Task management
Assign tasks and set deadlines to ensure work is completed.
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Estate accounting
A robust, easy-to-use estate accounting system.
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Document management
Manage any estate or trust document, all in one place.
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Distributions
Instantly record and manage distributions.
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Instant reporting
Instantly generate custom estate and trust reports. All with one click
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DocuVision
Parse financial statements to save hours of manual data input.
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