Estate Planning

Enjoy our flat-fee feature if you wish to charge your clients flat fees to bind their wills and durable power of attorney. Create and clone your questionnaires or use our customizable templates. Automate your repetitive processes by setting up workflows to save significant time. Take advantage of conditional logic in our intake forms, so your questionnaires won’t ask your client how many children they have if they select “no” to the question “Do you have kids?”