Access Legal vs. Estateably

When you need to have effective communication and records of it with coworkers and/or clients. Calendar function sends a notification 15 minutes prior [to] an appointment or event and at the specific time of the appointment. Is not as well suited on calendar as it is not [very] intuitive.

Incentivized

Overall, I highly recommend this estate planning platform for anyone looking to create and manage their estate plan. It was a convenient, user-friendly and secure way for me to take care of my family's future. I would recommend it to any professional that is interested getting support with the generation and management of Estate Planning documents.

Incentivized

• Having everything centrally located is very convenient.
• I really like how I can deal with accounting and billing within the program.

Incentivized

• Minimizing taxes and administrative costs associated with the transfer of assets
• Protecting assets from creditors and potential legal challenges
• Simple interface and ease of use

Incentivized

• Notifications when you receive an email on filtered folders.
• Give extra time when you want to cancel an email recently sent.
• Improve calendar to be more intuitive.

Incentivized

• Some features could be simplified. I.e. removing the need to use financial advisors or attorneys to assist with estate planning process.
• Cover a wider range of estate planning topics

Incentivized

Clio provides a web-based practice management, time and billing, and client collaboration platform for small to mid-sized law firms.

Incentivized

I recently used an estate planning platform and was impressed with its ease of use and comprehensive features. The platform provided a wide range of legal documents, including wills, trusts, and power of attorney forms, which I was able to customize to fit my specific needs. The user interface was intuitive and straightforward, making it easy to navigate and complete the necessary paperwork. The platform also offered a wealth of resources, including articles and videos, to help me understand the legal and financial aspects of estate planning. This was particularly helpful as I am not an expert in this area.

Incentivized

• Communication with coworkers.
• Communication with other departments.
• Communication with clients.
• Filters a lot of spam.

Incentivized

• Increase the efficiency of the Estate Planning process
• Guarantee the correct management of digital documents, including the validations process
• Expected reduction on taxes

Incentivized