Clients rely on estate planning attorneys for guidance and expertise during life’s pivotal moments. With a comprehensive set of tools including automated matter workflows, Pluton empowers lawyers to focus on supporting clients at every stage of their life journey.
Intake forms adapt to the practice area, so an estate enquiry asks estate questions, customizable forms allow you to go into as much detail as you want. Every enquiry land on a pipeline board where you can see what’s new, what’s waiting on you, and what’s gone cold.
Clients, Trustees, Beneficiaries, Witnesses, and agents are all first-class records with their own histories. When the same person appears on eleven of your matters, you can see all eleven.
Parties, documents, emails, deadlines, time, and disbursements sit on the matter itself. Open a file and you know where it stands without asking anyone.
Willbuilder works based on your matter information and creates a will and estate planning documents based on the interview questions. It also supports the secondary wills for Ontario and estate planning tool also calculates how much you can save on EAT using secondary will.
