Do
Process Software
Estate-a-base: (for Estates)
Electronic forms are a key components of the software, Estate-a-base is more than just a forms package. Input data about an estate (the deceased, the applicants and beneficiaries) into a straightforward questionnaire and then let the software generate the documentation for you including electronic forms in support of the application, letters, correspondence, statements, asset value, property value, proposed distribution among beneficiaries, asset requiring Solicitor's attention, upcoming maturity dates of investments and even Ontario Court database information. Estate-a-base is key for all family law practices.
Hot
Docs
For those who want more control over the creation of their documents and forms, HotDocs is the answer. HotForms allows you to overlay standard forms with boxes, each of which can be programmed to accept multiple choices, text, numbers, the amounts, dates, with the click of a mouse. For documents, your most commonly used presedents can be converted into text by simply clicking on the item that you want to have as a variable, and giving that variable a name. This process only has to be done once. Then, all you do is answer a series of questions, and HotDocs will do the rest, giving you finished documents and forms which can be upgraded and changed by you at any point in the future.
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