Woodpecker for Trusts & Estates
Spend more time developing client relationships
From Comprehensive Wills to Health Care Directives and Charitable Trusts, draft full estate, asset management, and trust plans in minutes.
Streamline template management
Have separate documents for married and single individuals? For people with children and for those without?
When you need to make an update, there's only one template to change.
Make it easy for clients to give you the information you need
Use web-based questionnaires to create shareable online forms directly from your templates.
Use these forms for initial intake, data capture for document drafting, or to give your clients a simple way to inform you of any major life changes or updates.
Work more efficiently while reducing the risk of errors
Maximize productivity for your team by making templates available in a central location, while ensuring everyone is using the most current versions of your documents.
Resources for Trust & Estate Planning and Administration
Attend a live demo or watch a pre-recorded session
Estate Planners: 7 Key Questions to Ask in Your Client Intake Form
Generate a sample Living Will to see Questionnaires in action
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