Will
Track versions, witnesses, notary, capacity, beneficiaries, and assets.
Problem group
Wills, Estates & Death
Wills, estates, heirs, liquidators, mandates, incapacity, funerals, and patrimony.
Included problem workflows
Estate liquidation
Organize death, heirs, inventory, debts, taxes, distributions, and receipts.
Inheritance dispute
Map family, documents, communications, assets, influence, and recourses.
Liquidator and accounting
Classify mandate, transactions, inventory, accounts, requests, and objections.
Protection mandate
Gather mandate, homologation, capacity, care, finances, and reports.
Incapacity and protective measures
Document assessments, relatives, needs, patrimony, hearing, and follow-up.
Funeral or burial
Preserve wishes, contracts, authority, family, costs, and communications.
Elder abuse
Prioritize safety, finances, care, witnesses, documents, and reports.