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Streamlined Case Management
Visually track probate matters from initial consultation to estate distribution. Customizable pipeline stages ensure seamless movement through court proceedings, asset distribution, and finalization.
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Document Management
Probate cases involve extensive paperwork, from wills and inventories to court orders. Maintain all case-related documents in one centralized repository, enabling quick access to wills, property records, asset inventories, and legal filings
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Client Communication
Clear communication with executors, heirs, and beneficiaries is essential for probate cases. Provide clients and executors with real-time updates, securely share documents, and offer a transparent view of case progress without constant emails or calls.
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Deadline and Compliance Tools
Probate proceedings involve strict court deadlines and compliance requirements. Set automated reminders for important court dates, document filings, and executor responsibilities to avoid delays and penalties.