Solution introduction
Manage Your Vault of Wills and Other Estate Planning Documents Digitally
Store, manage, view and update estate planning matters easily
All your client matters at a glance
A vault of all you estate planning clients, wills and trust deeds for efficient management
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Manage your estate planning documents
Store and manage estate planning documents, will clauses, client information and more for easy access and maintenance -
Keep information up to date
Quickly update client records with accurate information and easy access for client requests -
Instantly create matters without re-entering data
When the time comes, instantly create a matter within seconds to avoid redundant data entry saving you time
