Trusts & Estates Practice

What is Trusts & Estates Practice?

Trusts & Estates Practice technology provides tools specific to trust and estate practitioners.
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Solo Practitioners(10)
Small Firms(11)
Medium Firms(8)
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Non Profit or Legal Aid(2)
Law School(1)
Corporate Legal Department(1)
Non-Legal Consumer (Business Use)(1)
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Related Software

LawSafeProfile Image

LawSafe

By LawSafe Systems, LLC
Offers LawNext Discount
Intended for:
Solo Practitioners,
Small Firms
LawSafe® is a client-facing estate planning portal designed to store, organize, and share clients’ documents, checklists, and related information – everything fiduciaries need in case of an emergency and after death. The platform enables estate lawyers to establish portals for their clients and give them and their families regulated access to three specially designated organizers for Documents, Financial Information and Personal Information.
EstateWorksProfile Image

EstateWorks

By EstateWorks Systems
Intended for:
Small Firms,
Medium Firms,
Large Firms
EstateWorks is a case management and workflow platform purpose-built for Trust & Estate organizations, including law firms, banks and trust companies. EstateWorks supports estate settlement / administration and estate planning by bringing matter information, configurable processes and checklists, tasks, deadlines, contacts, financial data, documents, forms and reporting into one system. Organizations use EstateWorks to standardize how work is performed while accommodating the requirements of individual matters. Tasks can be assigned by role, due dates calculated automatically, documents generated from matter data and progress viewed across matters, teams and offices. Because operational information is captured as the work is performed, EstateWorks provides real-time visibility into individual matters and across the wider operation without requiring separate status gathering processes—helping Trust & Estate operations become more consistent, visible and reliable.
ProbatePlusProfile Image

ProbatePlus

By EstateWorks Systems
Intended for:
Solo Practitioners,
Small Firms
ProbatePlus is probate forms and estate settlement / administration software for Trust & Estate professionals. It helps firms prepare and manage state-specific probate forms efficiently using maintained forms, matter information and automated document preparation. ProbatePlus supports estate settlement work in Florida, Massachusetts, Connecticut and New York. In Florida, it includes FLSSI probate forms and selected county forms. Teams can maintain decedent and contact information, track case progress, record notes, set reminders and generate their own documents using case data. Integrations with Lawgic and DecisionVault help reduce repeated data entry when setting up a matter. ProbatePlus is a product of EstateWorks Systems LLC and is designed for practices that want a lightweight solution focused on probate case management and automated probate form generation, without the broader operational functionality of EstateWorks.
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Estate EngineProfile Image

Estate Engine

By Estate Engine
Intended for:
Small Firms,
Solo Practitioners,
Medium Firms
Intake and drafting are the two most time-consuming non-legal tasks in an estate planning practice. Estate Engine closes the gap between them for solo attorneys and small firms in the United States. The attorney sends the client a link to a plain-language intake questionnaire, branded with the firm's logo, font and colors. Dynamic logic means clients see only the questions that apply to them. Attorneys can send one-click reminders, or complete the intake with the client in the office or by phone. When the intake is done, Estate Engine drafts the complete plan and delivers it as a single .docx file to review, update and print. Estate Engine does not use generative AI to draft. Drafting is rules-based and deterministic: the same intake and the same template produce the same document every time. Attorneys review the client's details, not every line. The templates are written in plain language by a practicing estate planning attorney and are reviewed at least annually for every jurisdictio
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DecisionVaultProfile Image

DecisionVault

By DecisionVault
Intended for:
Small Firms,
Medium Firms,
Solo Practitioners
DecisionVault is an intake portal for attorneys that replaces the intake forms or fillable PDF they’re currently using. It has a client facing side – the portal, which makes it easy for clients to fill in an online questionnaire. Then on the backend, the attorney can review / use and export this information in several ways – and sync it over to their other legal tools through one of our many integrations. This way we enable data integrations and automations that were impossible before, and firms can pick the stack of tools they want and know they can easily get client data into them.
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CertificateOfService.comProfile Image

CertificateOfService.com

By CertificateofService.com
Intended for:
Solo Practitioners,
Medium Firms,
Small Firms,
Large Firms,
Non Profit or Legal Aid
CertificateofService.com is the well-established leader of Legal Noticing in Bankruptcy. We provide law firms, from solo practitioners to large multi-office firms, with printing and mailing services. By allowing us to handle your F.R.B.P 7004 noticing requirements and so much more, we give you the advantage of more time to be productive and more revenue per year. Our team is dedicated to providing same-day mailing service, with no subscription fees, as well as the best customer service experience with our Client Advocates who are extensively educated on F.R.B.P 7004 to make sure your practice stays within compliance.
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Per StirpesProfile Image

Per Stirpes

By Per Stirpes
Offers LawNext Discount
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms
Per Stirpes is workflow software for solo and small estate planning firms. One client record carries the engagement from intake through drafting, signing, and billing. The lifecycle is the product, not a feature. Built inside a working estate planning practice.
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SuperDocs.comProfile Image

SuperDocs.com

By SuperDocs LLC
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Law School,
Non Profit or Legal Aid
SuperDocs is California court-form automation software built for law firms, attorneys, paralegals, and legal document professionals. It helps teams collect case information through online client intake forms, reuse that information across California court forms, and reduce repetitive data entry. SuperDocs includes thousands of mapped court forms, client intake, contact and case management, document sharing, electronic signatures, and the JurDocs client portal. Information can be added as the case develops rather than requiring extensive setup up front, and previously entered details automatically flow into other applicable forms. SuperDocs is designed to make preparing California legal paperwork faster, easier, and more consistent.
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StepChartsProfile Image

StepCharts

By StructureTracks LLC
Intended for:
Solo Practitioners,
Medium Firms,
Small Firms,
Corporate Legal Department,
Non-Legal Consumer (Business Use),
Large Firms
Data-driven transaction diagram automation tool that enables users to present transactions visually without needing to draw.
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DeedPro Plotter

By DeedPro Software, LLC
Offers LawNext Discount
Intended for:
Solo Practitioners,
Small Firms
Quickly and easily plot deeds, tracts and legal descriptions by entering metes and bounds descriptions. Ideal for real estate attorneys, title companies, government agencies and appraisers.
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AIREPORTProfile Image

AIREPORT

By The Keep Good Company LLC
Intended for:
Solo Practitioners,
Small Firms,
Medium Firms,
Large Firms
A price shows what a digital asset traded at, not whether that number is defensible. AIREPORT turns a client's holdings statement into one documented valuation for each asset assessed and for the portfolio, set beside the market price. It is built for legal and financial professionals, including family law, tax, and trust and estate practitioners, and covers more than 8,000 digital assets. The same analysis applies whichever party a result favors. A statement is forwarded to the account's private address from an approved sender or uploaded as a PDF, or holdings are entered by hand; AIREPORT flags any uncertain match for review. Each report gives market value, Structural Value (the assessed fair value), the Value Differential between them, and an Asset Integrity Score from 0 to 100, measured independently of value. A valuation, not a forecast; the methodology is published at aireport.pro/legal/methodology. Analytical tools and data, not financial, investment, legal, or tax advice.
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