Over the next 20 years the Australian death rate will grow by 50% and $3.5 trillion in wealth will be quietly transferred to heirs. The engine driving this process is the law firm’s succession team. They rely on excel templates and stagnant workflow procedures coupled with endless client emails and phone calls. Our cutting edge AI workflow automates the entire process and virtually eliminates client communication, much to the delight of both parties.

I'd like to fully automated my deceased estates team

Let me imagine your deceased estate process. Pull out a workflow, send a template to the executor (or maybe an online form). Itemise the will. Send it back and forth in a different template a few times. Calculate and send the quote. Then get serious about assets and liabilities, valuing and tracking each asset over time. Send and receive a bunch of emails and phone calls. Apply for probate. Wait 3 months. Dig back into the file and try to recall where everything is at, then drag this process out for a few more months. Hell no!

1. Upload the will
2. Executor leads asset & beneficiary discovery
3. AI drives distribution.
4. Your firm oversees the process

50 estates p.a. = $60,000 annual recurring savings. Your client gets a fully personalised and deceptively simple experience, and for the same price as your current, clunky experience.