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IISI WillTracker

At last, attorneys and other professionals involved with Estates and Trusts can keep track of the documents' location and contents.
For example, if the tax law changes, WillTracker can identify all the clients whose wills and trusts have been affected by that change.
Professionals can quickly check off areas of interest in the documents in question and then find the clients they need to contact. Professionals can manage which documents are related to which attorneys and even review exposure to Putnam and FINRA 3241 situations.
WillTracker can then help you contact them to have their estate plans revised.
Professionals no longer have to pay storage fees for useless, out-of-date documents. They can be sure the documents in storage are still valid, in effect, and in use by existing clients.
Numerous online reports are available, including: graphs of states and numbers of wills by attorney, listings of documents by client, such as living wills and trusts, as well as clients listing by attorney, and listings of related parties like beneficiaries, trustees, and executors.
WillTracker resides on Coda, the powerful, internationally known all-in-one collaborative workspace. Major corporations and professional groups use Coda around the world. Coda is the industrial strength client information manager with a new kind of doc that brings words, data, and teams together. Because Coda runs on Amazon’s AWS, your information is available to you on multiple l devices: computers, laptops, tablets, and cell phones.

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