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EstateAssist Adds 1099 Information
It's the beginning of tax season and one of our users gave us a great idea. What if EstateAssist could help users simplify preparation of...
EstateAssist
Jan 152 min read
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Now EstateAssist automates your correspondence
When people think of probate software, the first thought is of automated pleadings. EstateAssist automatically produces your pleadings -...
EstateAssist
May 13, 20242 min read
160 views
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Double the EstateAssist - Double the Reliability
Most people don't know that there are actually two EstateAssist apps. You go to your office or log on from home and estateassist.app just...
EstateAssist
Mar 2, 20242 min read
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The ONE Thing That Will Improve Your Probate Practice in 2024
Gar Keller's and Jay Papasan's 2013 bestseller, "The ONE Thing" continues to catch readers' attention this time of year. Subtitled "The...
EstateAssist
Dec 27, 20233 min read
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You wanted it, You got it - EstateAssist now gives you Order Control
EstateAssist automatically categorizes and lists interested persons, receipts, and disbursements on a number of probate pleadings...
EstateAssist
Sep 4, 20232 min read
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A Few of our Favorite EstateAssist Features
EstateAssist has a host of features and automations that are designed to let you and your team streamline, organize, and automate your...
EstateAssist
Jul 30, 20234 min read
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Why Your Legal Software Update Strategy Might be Dangerously Wrong
I was recently at a meeting in someone else's building, and the room became warm and stuffy. Someone grabbed a box fan from a supply...
EstateAssist
Jul 3, 20233 min read
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What if a filled PDF field only shows text when clicked?
EstateAssist automates the preparation of probate court pleadings. It does so by filling Supreme Court standard probate forms, and local...
EstateAssist
Jun 25, 20232 min read
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EstateAssist Adds Multi-Factor Authentication
Your data security is of primary importance to us. EstateAssist is built and hosted on some of the most powerful and secure software...
EstateAssist
May 7, 20231 min read
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How many user accounts does our firm need?
User Account Rules: 1) You must start your firm account with an attorney account. That account will create your firm in the system,...
EstateAssist
Mar 14, 20232 min read
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"Push an update"
"Push an update" is the phrase we use when we change something in EstateAssist. It means that we have made an improvement to the app in a...
EstateAssist
Feb 24, 20231 min read
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Clients Want Flat Fee Billing
The 2022 Clio Legal Trends Report has again confirmed what we all know: the billable hour is not particularly popular with clients. At...
EstateAssist
Feb 20, 20231 min read
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But have you ever created probate docs on a tablet?
EstateAssist is looking sharp on the mobile screen. I do not do much data entry on a tablet, but I carry one in almost every client...
EstateAssist
Feb 16, 20231 min read
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Toyota, Muda, and Legal Tech
When designing the Toyota Production System (TPS), Taiichi Ohno defined several kinds of "muda" or "waste" that manufacturing workers...
EstateAssist
Feb 15, 20232 min read
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