Adding her expertise in the field of wills and estates, the distinguished Karon Bales joins Emergent as a content contributor for their software program. With good news for Ontario practitioners, Bales has partnered with Emergent to share her precedents as a feature of the Estate Planning & Vault Manager’s Annual Subscription. Bales is a member… Read more »
Posts Tagged: Estate Planning & Vault Manager
New Precedent Content for Emergent Estate Planning & Vault Manager Tailored to Suit Albertan Clientele
Emergent announces the launch of expertly revised precedents for clients in Alberta from STEP member, Karon Bales. The document creation and file management software company has joined forces with one of Calgary’s most affluent estate planning services to bring this new feature to Albertans. To do so, MacMillan Estate Planning has reviewed each one of… Read more »
Emergent Launches Automated Personalized Approach to Follow-Ups for Wills and Powers of Attorney
Recognizing the value in sending clients reminder letters to update their will, Emergent launches a new Estate Planning & Vault Manager software feature that automatically tracks necessary changes and personalizes follow-up letters.
Emergent Reports 7 Out of Every 10 Law Firms in Canada Moving Towards the “Virtual Minute Book”
Having offered minute book software as a way to go virtual, Emergent announces new results regarding their widely-used Legal Kiosk™ program. With unprecedented success, the Corporate Manager ET’s “Virtual Minute Book” achieves a streamlined approach to law firms seeking to increase service and meet increasing client demands.
Emergent Launches New Estate Planning & Vault Manager Software Feature to do Mirror Wills Fast
Supplanting an antiquated system that necessitates ample hours of a processing time, the will drafting program from Emergent is already a game changer. Now it’s even better. Woven into the widely-used Estate Planning & Vault Manager program, users need only do their work once to create mirror wills. Formerly taking between one to three hours… Read more »
