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features
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support

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Description

The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape.

Description

Estate Plan is an innovative cloud-based software designed specifically for legal professionals and law firms that handle wills and related documentation. It enables firms to gather client data through customizable questionnaires and a secure portal, while also allowing them to organize case details and utilize tailored templates for drafting and editing essential estate-planning documents. The platform's workflow facilitates team collaboration with checklists, efficient document storage, and streamlined client communication via email and text messages. Moreover, staff members can review and modify the generated documents, producing them either individually or as a complete package that includes wills, powers of attorney, and personal directives. Additionally, the software offers features for making amendments and comparing document versions, which aids legal teams in coordinating the intake process, drafting, reviewing, and reporting on client estate plans, ultimately enhancing their overall efficiency and effectiveness. This comprehensive approach not only simplifies the estate planning process but also ensures that all legal requirements are met with precision.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Clio No 

Integrations

Clio Yes 

Pricing Details

$2000.00/year
Free Trial No 
Free Version No 

Pricing Details

$49/transaction
$49 per transaction; no fixed-term contract is required.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Complex Interests

Founded

2012

Country

United States

Website

complexinterests.com

Vendor Details

Company Name

Prolegis Solutions

Founded

2018

Country

Canada

Website

www.prolegis.ca/estateplan

Product Features

Product Features

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