Estates

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Automated intake for modern estate planning.

Our innovative technology simplifies complex ecosystems of platforms into one seamless, supercharged workflow.

Precedents Online provides high-quality commercial, loan, mortgage, business (and more) precedents.

Private Wealth Law provides high-quality estate planning and testamentary trust precedents.

Streamline the client intake process and ensure brilliant first-time client meetings every time with Settfiy.

Experience improved efficiency with TXdocs and Smokeball. Consistently format documents and keep them up-to-date.

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