Prolegis | Will & Estate Planning

Estate Plan

A significant amount of legal team time is spent sending correspondence, inputting data entry from paper or online questionnaires, adjusting templates to meet client needs, creating solicitor notes, searching for the right precedent clause, and creating amendments to existing wills.

Prolegis | Estate Plan is an essential tool for legal teams to efficiently provide superior estate planning services to their clients.

Click through the tabs above to discover what Prolegis | Estate Plan can do for you!

Designed for legal team members responsible for intake, questionnaires, drafting wills, powers of attorney and personal directives, and reporting.

Prolegis | Estate Plan Will Builder Technology

Created with expert knowledge of both practice and processes of wills and estates practice, utilize powerful and automated will, power of attorney and personal directive templates with highly configurable outputs. Communication and process management tools ensure every matter is completed to the firm’s high standard.

Client Questionnaire

Using questions that are custom to your firm, the client questionnaire ensures you have all the information you need.

Client Portal

A secure place for clients to have visibility as well as provide important information pertaining to their file and estate plan.

Legal Team Checklist

Ensure accuracy and efficiency for each client by tracking progress with a customizable checklist visible to each team member.

Email and Text

From opening the file to closing it, communicate with your client from within the software with both email and text.

Document Storage

Safely and securely store documents within the file that have been either created within the software or uploaded to the matter.

Find and Replace

Using the Prolegis | Estate Plan document editor is easier than ever with find and replace capabilities for even the most minute of changes.

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Prolegis | Estate Plan today!

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"Prolegis provides the ease of preparing and meeting all our conveyancing needs. We are able to create files quickly and generate the required documents. Prolegis provides great options such as having the ability to customize. Knowing that the program was curated by lawyers provided us with the confidence to know the program was built with user in mind. . . We are very satisfied users and recommend it to other firms looking for similar conveyancing application."

Amandip Badyal

Badyal Toor

Prolegis | Will & Estate Planning

Estate Plan

Click through the tabs above to discover what Prolegis | Estate Plan can do for you!

Build as you interview

Intuitive forms allow for data entry during an appointment, preventing loss of information of detail - allowing users to produce documents quickly and efficiently. An automated report is created from the notes taken during the appointment.

Communicate from Prolegis

Do all your communication from one place - fax, email, SMS. Attach documents to your emails to share information quickly and easily. Track where and when communications were sent.

Easily produce complex, specific, and accurate documents

Using information previously entered into the system, use templates and layouts to create documents that turn out just the way you want them - every time you produce them.

Automatically track progress

Dashboards track your progress each step of the way, keeping matters organized and on time. See an overview of the progress on all of your matters from one screen. Customize worksteps to match the workflows your firm already uses.

Prolegis | Estate Plan Will Builder Technology