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.
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.
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.
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