Estate Planning & Vault Manager is an easy-to-use, intuitive and customizable Will drafting program. Entered information is used to generate Wills (Single or Mirror), Powers of Attorney (Representation Agreements and Personal Directives), Reporting Letters and even your Statement of Account.



Recommending Wills to your Real Estate Customers

Estate Planning & Vault Manager integrates with British Columbia’s most popular Real Estate program: ProSuite™. Simply ask Estate Planning & Vault Manager which customers had purchased, sold or refinanced their home recently and watch your Wills practice increase. Transaction information is automatically imported when you’re ready to do their Will.


Increase Revenue with Automatic Reminders

Remind your customers to keep their Will and POA’s (RA's and PD's) update with automatic reminders. Estate Planning & Vault Manager also lets you track the clauses contained in signed documents so your reminders are tailored to each specific customer. You can even add reminders for birthdays and anniversaries.

British Columbia Version

The BC CLE precedent comes included with the software for customers who have an active subscription with BC CLE. In addition, Representation Agreements and Personal Directives are also included with the program. The BC CLE Will precedent, RA and PD precedents are included at no extra charge.

 

No Formatting

There's no need to spend hours formatting your documents. Drafts created by Estate Planning & Vault Manager are automatically formatted to match your firm's style.

Government Forms and Documents

Estate Planning & Vault Manger is the most comprehensive Will drafting system for lawyers. Our content library is constantly expanding. Click here to see the current list of content you can produce for your customers in seconds.


Supported Jurisdictions

Regardless of the State, Province or Country you live in, the Estate Planning & Vault Manager database lets you create your customer’s Wills and POA’s with ease.  Information entered is used to merge with your own jurisdictionally-specific precedents.  Select content for customers in Canada are included in the program and available for use either on their own or in conjunction with firm-specific content.  Click here to see the library of precedents that are available with Estate Planning & Vault Manager.

Optional Integrations

Estate Planning & Vault Manager is able to integrate with the other software systems you use every day including Document Mangement Systems, Accounting systems and even Microsoft Outlook.
Click here to learn more

 

 

Specifications

Corporate Manager ET is the most up-to-date minute book software in Canada. Click here to review the technical requirements of the software.

  • Emergent has been an essential and efficient addition to our corporate practice. We appreciate its complement to our productivity and standard of service to our corporate clients.
    Tara Klassen, Robertson Stromberg (Saskatoon)
  • Service is awesome. Quick and reliable answers to anything I need.
    Paula Flemming, Corporate Assistant, Davidson & Williams LLP
  • Very pleased with the product, the trainer, and tech support.
    Leanne Ray-Finlay, Corporate Clerk, AUM Law
  • We sought a Corporate Records management system which would dramatically increase our Corporate department’s efficiencies, enrich our response time to clients, exceed our unyielding demand for top quality legal documents and reduce departmental stress while allowing us to target additional clients.
    Anne Dyck, Corporate Services Coordinator, Burnet Duckworth & Palmer LLP
  • Emergent was already set up on our system when I started working in this office (7 years ago). It has consistently improved and support has always been great. Looking forward to working together for much longer. Thank you.
    Rochelle Doherty, The Ross Firm
  • I found that it was so much easier to use than the other program and that it was very user-friendly. The learning curve was very short and I was merging documents in no time.
    Maurene Stoll, Law Clerk, Kestenberg, Siegal, Lipkus LLP
  • I recovered the time I invested in the software search quickly and best of all, my clients receive prompt and professional documents and there is less stress on me.
    Roland Aube, Managing Partner, Roland Aube, LL.B.
  • I sincerely believe that every law firm should use Corporate Manager ET to keep track of all corporations
    Helen Nicholls, Law Clerk