Trusts & Estates Practice Software

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... View More

Clarilis is an intelligent drafting automation platform with a lawyer-led managed service. Our experienced PSL team (each with, on average, more than 15 years’ PQE) delivers automation for our customers. This covers design, testing, implementation and all updates to the automation. Communication is always lawyer-to-lawyer and is delivered on time,... View More

Streamline your FL and MA estate settlement practice with auto-filling state forms we keep up to date.

LawToolBox is the industry leading court ruleset provider powering the docketing components of most online law practice platforms with integrations in leading case management and document management platforms such as Actionstep, Centerbase, Google, iCal, iManage, InfoTrack, LEAP, Netdocuments, Practice Panther, Rocket Matter, Smokeball, Soluno, Time Matters, Worldox, Zola, and more.... View More

With EstateWorks, professionals are able to streamline estate planning and settlement work, eliminating redundant, inefficient and manual processes. Law firms and financial institutions are able to realize a significant return on investment as a result of increased employee efficiency, improved client service, auditable compliance to regulations and best practices, and... View More