BC Estate Planning Features

BC Estate Planning

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Features

Quick and Easy Preparation

Enter data once and all of the necessary documents will automatically be produced. BC Estate Planning guides you through the process with ease to select clauses and produce a first draft within minutes.

Comprehensive File Management

Accurately track clauses contained in executed documents making it simple to know which clients are impacted by legislation changes.

Keep in Touch

Easily generate a report of all clients who haven’t updated their Wills in the last 5 years and send a follow up letter to each suggesting a review of their Wills.

ProSuite Integration

Integration with the ProSuite conveyancing program allows you to import existing client information to save time and reduce manual entry errors.

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