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PRECEDENTS AND DOCUMENT MANAGEMENT

Connectworks contains all the precedents, workflows and clauses you’ll ever need.

Connectworks provides professional firms access to over 185 trust and estate precedents and workflows, plus 50 clauses for easily building resolutions. These are regularly reviewed and updated, so you and your staff will never waste time finding precedents or risk using out-of-date ones again.

The precedents and clauses automatically merge with the details of the trust and trustees or beneficiary details in seconds and are produced as MS Word documents for any further editing. Think about how much time you’ll save! Firms can even create their own precedents for their exclusive use. These can also be set up to auto-merge with trust plus trustee or beneficiary details.

Then they can be distributed for signing and are securely stored within Connectworks.

There are multiple ways to easily find any trust you’re involved with, even by searching the name of a person involved or the matter number. Then any document within it can be found multiple ways.