Estate and inheritance administration
Estate and inheritance administration
Trace heirs and connect family relationships with the records behind them. Connect relatives, trace family history, and organize inheritance and estate records.
The tools you need, working together.
- Bring your work together
- Keep the day moving
- Deliver and get paid
See how it works
- Family records, relationships, and family tree context
- Beneficiary and relationship structures
- Legal position and inheritance workflow support
- Estate assets, liabilities, property visits, and documents
- Transactions, tax context, and distribution records
- Case finance and reporting context
Cases. Research. People.
Built around your profession.
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Investigators
Follow leads, organize evidence, and prepare clear reports.
Inheritance investigators
Trace heirs and connect family relationships with the records behind them.
Genealogists
Build family trees, compare sources, and keep your research organized.
Family researchers
Bring family history, photos, stories, and documents together.
Lawyers
Manage matters, clients, documents, deadlines, and billing.
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Bring your cases, research, people, and daily tasks into one connected workspace.