Case Management
- Visually track progress with case status view
- Deadline calculator and tracking
- Task manager
- Case notes
- Automated estate account ledger
- Automated access to local court rules and website
Everything a probate practice does, in one place.
Everything a probate practice does, in one place — and the forms filled from it.
Document Preparation
- Automated document preparation, with intuitive and minimal data entry
- Automated waiver and notice preparation
- Interested persons waiver email functionality
- Automated account preparation
Team collaboration
- Multiple team members accessing cases together
- Team members sharing information through case notes
- Shared case tasks to-do list
Four modules, one matter list.
We began with Ohio estate administration standard forms and have been adding practice areas and local forms for Ohio probate courts since.
Estate Administration
Standard forms 1.0–14.x, inventories, accounts and the estate ledger.
Guardianship
Appointment, annual plans, expenditure requests and reports.
Adoptions
Petitions, consents and notices with petitioner details carried through.
Trust Administration
Trust identity, trustees, assets and dispositions in one record.
More to come
Continual improvement is at the heart of our team culture.
We will continue to grow and improve EstateAssist to give you the most complete and efficient tool possible. Our list of future features includes a number of tools and automations that will be implemented in the months to come. Have a suggestion? We love to hear your ideas.