Streamline client consultations and document drafting with our secure automated intake forms.
Save time on client discovery and relationship
management using Appara Wills
Streamline data entry, improve accuracy and save time on document generation via our intelligent analyzer. Auto-draft documents such as mirror wills, and customize precedents for varying scenarios.
Accelerate estate administration and management of probate matters in Appara Wills.
Manage visual reports and summaries and track and record visual and text-based representations of a client’s personal and financial profile, ranging from simple to complex assets and liabilities.
Adjust client appointments & powers of attorney, plan for descendants, spouses and external entities for better scenario planning.
Automate solicitor and executor tasks related to an estate plan.
Manage will drafting for simple & complex clients with ease.
Include alter ego, joint spousal or other inter-vivos trusts, as part of your estate plan.
Draft and manage the generation of Inter-vivos trusts (including disability trusts, living trusts) and/or add customize your own precedents.