Estate Planning & Trust Administration Made Simple
Whether you're drafting wills, creating living trusts, managing revocable trusts, handling probate, or preparing powers of attorney, Quilia helps your estate planning practice stay organized. Keep beneficiaries informed, track assets, and ensure nothing falls through the cracks.
Quilia features for Trusts and Estates
Every feature below works on this case type. Pick one to see how it works.
Talk with clients
- CaseChatSecure, privileged client messaging, translated into the language each client reads.
- TextingTwo-way client texting where every text, one-to-one or in a group, is logged on the case.
- Mass MessagingReach one, several or every client at once, safely.
- MultilingualClients use Quilia in their own language, and your team reads it in English.
Collect documents and signatures
- OnboardingClients sign in with a magic link to a profile already filled in from your case file.
- Document ManagementRecords, bills and photos clients upload are sorted and synced to the case.
- Document SharingSend firm documents to clients from the folder you already use.
- E-SignaturesGet documents signed in the app, with no per-signature fees.
Run your firm
- AutomationsInvitations, follow-ups, phase updates and re-engagement run on their own while you focus on cases.
- Attorney DashboardOne place to manage cases, track progress and talk with clients.
- A.I. InsightsRisks and next steps surfaced from what clients share, before anyone has to ask.
- Internal NotesTeam-only notes that never reach the client.
- Case DelegatesExecutors, guardians and family members on the case, with access you control.
- Case ReferralsRefer cases to other attorneys and track their status.
- AI Assistants (MCP)ChatGPT, Claude and other assistants connect to Quilia with one sign-in.
Grow your reputation
Privilege and security
Purpose-Built for Estate Planning
Estate planning cases have unique needs. Quilia provides dedicated tools for tracking estate assets, managing beneficiaries and trustees, documenting case progress, and handling document requests — all in one place.
Your clients stay informed throughout the process, and your team has clear visibility into what needs attention.
Track Estate Assets with Ease
Keep track of all estate assets in one place: real estate, bank accounts, investment accounts, retirement accounts, and life insurance policies. Monitor retitling status and ensure proper asset management throughout the estate administration process.
Your clients can see their estate assets organized clearly, and your team has instant visibility into what needs attention.
Manage Beneficiaries and Trustees
Track all parties involved in the estate — beneficiaries, trustees, executors, and guardians. Maintain organized contact information and relationship details for everyone involved in estate administration.
Keep beneficiaries informed about estate administration progress and important updates throughout the process.
When an executor or successor trustee needs to act on the matter, Case Delegates gives them the right level of access, including a dormant tier for authority that begins on a triggering event.
Document Case Progress
Clients can document important events as they happen — meetings with attorneys, document signings, asset discoveries, and more. Timestamped entries create a clear record of estate planning progress.
Encourage clients to add notes after significant milestones. These documented entries help track progress and ensure nothing is overlooked.
Beneficiary Management
Track beneficiary information, contact details, and distribution schedules. Keep beneficiaries informed about estate administration progress and important updates.
Document Organization
Organize wills, trusts, deeds, and other estate planning documents. Ensure all documents are properly stored and accessible when needed.
Estate Administration Tracking
Track probate proceedings, tax filings, and distribution schedules. Monitor deadlines and ensure all administrative tasks are completed on time.
Secure Information Storage
All estate information is stored securely with HIPAA-compliant infrastructure. Sensitive financial and personal information is protected with bank-level encryption.