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Automate any repeatable process or document set to take control of your time, delight your clients, and grow your firm.
Interactive template to help protect and manage your digital assets after your death or incapacity.
Interactive document that outlines, among other things, necessary conflict waivers related to dual representation when representing clients in their estate planning.
Interactive workflow for drafting a complete estate plan for an individual; includes an estate planning package for an individual with a Revocable Living Trust, Will, Healthcare Directive, DPOA, TPP, Grant Deed, and Instructions for Beneficiaries.
Interactive templates for drafting an estate plan without a trust, which includes a will, health care directives, financial directives and instructions for other assets such as retirement accounts.
Interactive templates for when you need to amend, revoke or restate your estate planning documents.
Interactive template that ensures funds are available and certain measures taken to caretake for pets once the owner is deceased. Essentially, estate planning for your pet.
Interactive document executed by parents to give another adult temporary authority to care for their child.
Not necessarily estate planning, but, interactive template for when decedent has an estate that is valued under a certain amount and that person did not have any estate planning. Per California CourtsSelf-Help Guide, that amount can change from year to year.
