Justices of the peace (JP) directories in Australia
9
Evaheld
10
DecisionVault
11
Vale
12
Infotrack Wills register
13
Lucidchart
14
Diagrams.net
15
My life capsule
16
Excel Family Tree generator template
17
Inherit Australia
18
Canva family tree templates
19
Gavel (formerly Doumate)
Drag to adjust the number of frozen columns
Description
Link
IT complexity
Solution type
Free trial?
Function
Online demo
Task
Provide your clients a simple and secure and way to manage, assign and leave digital assets – items such as passwords, cryptocurrency, messages, important documents and more.
Caseflow is case management software that helps busy law firms organize their workflows and cases.
https://caseflowacumen.com/
High Complex integration with other software. Requires expertise to set up and implement
Document automation
Document management
auto populate documents
Automate intake management
Clausebank
customer intake
Document assembly solution
Scheduling
workflow process automation
Build Chronology
Settify uses technology to make the law more efficient, accessible and personable. Our AI-backed technology empowers clients during a vulnerable time, allowing them to start their matter when it suits them.
Settify’s award-winning solutions streamline the intake process, helping lawyers to start client relationships on the right note, ensuring brilliant first meetings. Every time.
https://settify.com/
Communication
Document automation
Automate intake management
customer intake
Rules engine (dynamic questionnaire)
self service routine questions
Secure file sharing
Build Chronology
Use logic or bot to build document
SmartDraw includes quick-start templates for over 70 different diagram types from flowcharts to floor plans. Powerful automatic formatting means perfect layouts in minutes. It's the right fit whether you're working on your own or collaborating with a large enterprise team.
https://www.smartdraw.com/
Communication
No
Visual presentation
Data visualisation
The TT Precedents Club is a private membership exclusively for Australian lawyers who want to feel confident advising on and preparing testamentary trust wills.
https://www.taralucke.com.au/lawyers/
Other service
Know How
No
Precedents
Use our will builder to create your will in less than 15 minutes from the comfort of your home or office. Get your Will checked by an expert to ensure peace of mind. Make unlimited updates to your will, anytime, for the first 12 months after creating your will.
https://www.willed.com.au/
Facebook group (primarily US based). We are estate planning lawyers doing our best to maximize technology in our practices to free our time for the human touch. The idea for the group stemmed off of other technology groups and realizes there are quite a few of us out there trying to think outside the box. P
Create personalised messages for posthumous digital delivery
https://www.evaheld.xyz/
Communication
Designed by an estate planning attorney in the US, DecisionVault is an intake portal that helps you gather information in a client-friendly way and use it with your other legal tools, bringing automation and organization to what was once a confusing, manual process. DecisionVault lets your clients sail through the intake work, which you can then export or sync to your Case Management System or Draft Platform in seconds.
https://decisionvault.com/
Document automation
Yes
Automate intake management
auto populate documents
Document assembly solution
workflow process automation
customer intake
Under development. Software platform designed to to connect executors and their advisors with banks, super funds and share registries in the estate administration process. Think PEXA for Probate. Ease the administrative burden of deceased estate administration for families, advisors and institutions.
https://www.vale.rest/
Communication
Other
collaboration
Will Register is a first of its kind service that helps law firms to grow and optimise their Estate and Probate practices.
This complimentary estate service can assist you to reduce the time and money your firm spends on identifying probate opportunities and wills management. By using this service, you can proactively identify probate matters whilst reducing your firm’s workload, all the time growing your estate and wills practice.
We have an extensive library of Wills and Death notices from a
Collaborative diagramming tool offering storage online or in desktop app.
https://app.diagrams.net/
Yes
Data visualisation
Ultra-secure digital vaults to organise, protect & share personal information
24/7 mobile access with complete privacy & data control to make life easier for individuals & families.
https://mylifecapsule.com/
Yes
In Excel, select New and search for "Family tree". There is a three generation family tree generation template.
Part of Microsoft suite
Communication
Yes
Data visualisation
Inherit Australia's proprietary AI-driven platform takes advisers and lawyers through all aspects of estate planning. Our platform covers the entire process, from a client's personal circumstances and testamentary wishes to lawyer engagement and estate plan storage.
Our mission is to build a holistic lawyer agnostic solution for estate planning facilitation and maintenance for clients predominantly of Financial planning and accounting practices. Inherit Australia was released to a limited group
https://www.inheritaustralia.com.au/
Document automation
Legal marketplace
AI Assisted drafting
Automate intake management
Expert system
customer intake
Canva’s free family tree maker allows you to showcase your history at a glance. With hundreds of customizable templates, you can easily create a visual map that documents your ancestry with just a few clicks.
https://www.canva.com/graphs/family-trees/
App
Communication
Yes
Visual presentation
Automation plaform for legal services, Create client intake form and portal, automatically generate documents, build workflows to deliver services and search secure client data.
Gavel bluprint uses genAI to create workflows from existing document templates