Estate Services

Emergent offers five products for Estates Practitioners, which cover the gambit of services provided in the area of estates.  Each product is designed to integrate with the other products, resulting in client and file information only being entered once.  Information is the "shared" throughout the other products, as needed.

Though designed to work in concert, each product operates completely on its own.  So if you are only looking for one particular product at the moment, Emergent's products can not only satisfy your immediate needs, but can also grow with you as your practice grows.

In life-cycle order, Emergent's products for Estates Practioners are:

Estate Planning - Wills, Powers of Attorney, Codicil, Trust Agreement and other estate-planning type documents

Vault Manager - stores information about your client, representatives and beneficiaries, tracks executed documents and is used to generate lists of clients who may need to have their documents updated

Executor Assist - a personal information organizer for individuals as they collect information, life insurance policies and the like, all with a view to organizing their affairs to make their Executor's job easier

WindUp Estate Administration - probate and estate administration document creation software for contested and un-contested estates

WindUp Estate Accounting & Tax - automates the balancing, reconcilation and reporting the financial aspect of an estate