Visually track progress with case status view.
Deadline calculator and tracking.
Task manager.
Case notes.
Automated estate account ledger.
Automated access to local court rules and website.

Automated document preparation, with intuitive and minimal data entry.
Automated waiver and notice preparation.
Interested persons waiver email functionality.
Automated account preparation.

Multiple team members accessing cases together.
Team members sharing information through case notes.
Shared case tasks to-do list.

Continual improvement is at the heart of our team culture. We will continue to grow and improve EstateAssist to give you the most complete and efficient tool possible. Our list of future features includes a number of tools and automations that will be implemented in the months to come. Have a suggestion? Email us at suggestfeatures@estateassist.app We love to hear your ideas.