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.
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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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Can I handle mortgage preparation in Prolegis?Yes! Prolegis has always been able to handle ALL lender instructions efficiently and at no extra cost. From the upload (and now with AI powered intake of lender instructions*) to the completion of mortgage forms using our PDF Editor and automated templates and our FCT LLC integration, to the built-in communication functions, legal teams can rely on Prolegis' cutting-edge tools to complete mortgages accurately, efficiently and completely for ALL lenders. *Contact us to get early adopter access.
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Can I export Word documents in Prolegis?Yes, you can!
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Does Prolegis have an integration with Land Titles?Do we ever! Not only does Prolegis pull title documents and the legal address, ownership and other information from Spin II in Alberta and Teranet in Ontario, but we go the extra mile, capturing and storing registrations and your related legal opinions (for use on future matters), maps (Ontario), DRR Searches (Alberta) and many other related features that allow you to maximize the information you get from title and report with confidence.
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Can I store documents in Prolegis?Yes! Each matter has a document storage hub where you can safely store any kind of document pertaining to the matter (PDF, image, Word Document, etc)
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Is there a calendar where I can see all of my closings?Yes, our closing calendar provides direct links to each of the closing matters, making navigation quick and easy.
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What is Prolegis' approach to AI?We use intelligent workflows and complex algorithms to enhance the capacity of legal teams. We’ve always had, and will continue to have, a purpose driven approach to AI and its use to complete legal work.
