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Average Ratings 0 Ratings
Description
Fabric offers a complimentary online will creation tool that allows you to draft a digital last will and testament in as little as five minutes, walking you through important steps such as selecting a guardian, designating beneficiaries, and outlining your final wishes, all presented in a user-friendly format. After addressing a series of prompts, you will obtain a downloadable document that can be printed, signed, and witnessed to ensure its legal validity, with clear instructions provided by the platform. Tailored for young families, the service enables you to share your will with your spouse or guardian, include additional instructions, and ensure that both your assets and children are safeguarded at no cost. You maintain control over who can access the document and are free to revisit and make changes whenever necessary. While this tool effectively simplifies the estate-planning process and facilitates the completion of vital tasks efficiently, it is recommended that you consult with a legal professional if your situation involves intricate assets or specific state-related inquiries. This way, you can ensure that all aspects of your estate are comprehensively managed and legally sound.
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
No images available
Integrations
Clio
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
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
Fabric by Gerber Life
Founded
2015
Country
United States
Website
meetfabric.com/wills
Vendor Details
Company Name
Prolegis Solutions
Founded
2018
Country
Canada
Website
www.prolegis.ca/estateplan