Audience
Law firms and legal teams handling estate-planning matters for clients, including will and related-document preparation.
About Prolegis Estate Plan
Estate Plan is cloud-based estate planning software for law firms and legal teams that manage will and related-document matters. Firms can collect client information through configurable questionnaires and a secure client portal, organize matter details, and use firm-specific templates to draft and edit estate-planning documents. The workflow includes team checklists, document storage, and client communications by email and text. Staff can review and adjust generated documents before producing them individually or as a package, including wills, powers of attorney, and personal directives. The software also supports amendments and version comparison, helping legal professionals coordinate intake, drafting, review, and reporting for client estate plans.
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Pricing
Starting Price:
$49/transaction
Pricing Details:
$49 per transaction; no fixed-term contract is required.
Integrations
Company Information
Prolegis Solutions
Founded: 2018
Canada
www.prolegis.ca/estateplan
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Phone Support
Online
Prolegis Estate Plan Frequently Asked Questions
Q: What kinds of users and organization types does Prolegis Estate Plan work with?
Prolegis Estate Plan works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Prolegis Estate Plan support in their product?
Prolegis Estate Plan supports these languages: English.
Q: What kind of support options does Prolegis Estate Plan offer?
Prolegis Estate Plan offers support via phone support and online.
Q: What other applications or services does Prolegis Estate Plan integrate with?
Prolegis Estate Plan integrates with: Clio and Prolegis.
Q: What type of training does Prolegis Estate Plan provide?
Prolegis Estate Plan provides training in the form of documentation and videos.
Q: How much does Prolegis Estate Plan cost?
Pricing for Prolegis Estate Plan starts at $49/transaction.
