Wills, Estates & Trust

From Estate Planning to transfer of assets and everything in between.

Organise case information for easy research and follow-up.

Store and manage all beneficiaries to a specific estate or will in one place. Create custom fields to keep track of important details including assets, properties, and power of attorney. 

Highlighted Feature: Case Association

Easily organise and manage cases with multiple beneficiaries. Create individual detailed client files with customised fields and link them to one main case to be able to navigate and contact the right person at the right time.

Pro-Tip: Create one general “Case File” for Estates with multiple beneficiaries and store individual contact information and documents.

Minimise missed and late appointments with automated reminders.

Provide convenience to clients by scheduling meetings on the Thryv calendar to provide meeting locations right to their phone or email. Automate and send appointment reminders days or hours in advance and minimise missed or late appointments.

Highlighted Feature: Group Events

Create private Group Events for a specific family to be able to come together to discuss estate and will proceedings when needed. Notify each individual family member to add the meeting to their calendar with a clickable link.

Pro-Tip: Create a Group event to keep track of all persons involved in a will reading and to notify them of any changes.