For lawyers, paralegals,
and legal professionals.
No more sweating over costly errors. No more hours of data input. Appara automatically generates all of the necessary forms and documents for probate, grant, and certificate application filings – and can even produce multiple Letters and Notices with a single click.
Need to make a change? Appara’s built-in document generator automatically updates all of the required forms with the new information.
Appara’s integrated platform enables a more streamlined experience across multiple practice areas. With Estate Admin, you can simply audit client information instead of restarting the intake process from the beginning. Appara Estate Admin automates routine administrative tasks, such as signature gathering and reporting, so you can spend less time on tedious tasks and more time with your clients.
Plus, you can collect, store, and update client data throughout your entire client relationship. When the client passes, their data is instantly accessible, so you can quickly complete the required documents.
Appara Estate Admin offers built-in questionnaires to expedite client intake, enabling you to gather data more efficiently. Plus, you can better facilitate interactions with estate administrators, clients, beneficiaries, and other stakeholders, ensuring everyone is informed.
Appara’s legal and tech pros support you and your team with smooth onboarding, personalized training, and live support. No matter the challenge you’re facing, you’ll find a solution with Appara’s top-tier support specialists.
Need a multi-practice-area platform? We’ve got it. Appara Estate Admin integrates with our Estate Planning, Corporate and Real Estate solutions to provide a full-service suite for all your firm’s needs. With Appara, your firm can conduct estate planning and administration work, corporate legal work, and real estate conveyancing all in one place. Our cloud-based database organizes all client and entity information across all practice areas in one easy-to-search place, so you can work efficiently from anywhere.
With Appara Estate Admin, you can use the BC Registry, Canada Will Registry, the LTSA and Teraview from directly within Appara’s portal – no need to keep multiple screens open. Plus, Appara integrates with identity verification provider Treefort, so you can prevent identity theft or fraud and validate client identities in seconds.
Gone are the days of task-based work. What differentiates your firm now is how you create value for clients.
