Solutions · Families and estates
A family’s legal record, kept to the standard a court applies.
Trusts, estates and guardianships, the accountings and reports a fiduciary owes, and the deadlines that run against a family, held in one record that still holds up years later.
The fiduciary record
Accountings, reports and the demands a beneficiary can make, each drafted from the statute read in full and checked before it goes out.
Deadlines that run against a family
Every date carries the rule that set it, so the arithmetic can be checked instead of taken on trust.
Kept on your own machine
A family’s papers and evidence stay on the computer the kit runs on.
Part of one system.
- Solutions · Trusts and estatesTrusts and estatesAccountings, reports and objections held to the standard a court applies.
- Platform · The deskThe deskEvery matter, every date and every paper, with what needs you named in a sentence.
- Solutions · IndividualsIndividualsEvery notice answered on time, every paper checked before it is filed.