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.
With Appara’s platform, Estate Administration preparation is streamlined to a simple audit of client information, rather than restarting the intake process from the beginning.
Appara’s solutions let you collect, store, and update client data throughout your relationship with your client. When the client passes, their data is instantly accessible to complete the required application documents.
Gone are the days of task-based work. What differentiates your firm now is how you create value for clients.