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.
Track Estate Assets with Ease
Keep track of all estate assets in one place: retirement accounts, investment accounts, personal property, business interests, 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.
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.