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About
Clients want documents that are clear, concise and effective. Our drafting tools are made by lawyers, for lawyers, saving you time and reducing costly errors. Knowing how important a good workflow system is, however, doesn’t actually help you develop or implement one. And as an attorney, you already have less time than you need for administration and systems development – you have fires to put out and clients that need attention. BeyondCounsel’s practice tested workflow system takes your estate planning prospects from their initial contact with you, through every step of their case, and to closing their file and getting positive reviews and referrals. Below, we’ll walk you through the steps of the workflow system we’ve developed to increase your efficiency and effectively manage your estate planning cases.
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About
GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Legal professionals and lawyers in need of a legal research platform and knowledge center for their cases, checklists and forms
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Audience
Individuals and families seeking a solution to create and manage their estate-planning documents and digital legacy
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$99 per month
Free Version
Free Trial
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Pricing
$149 one-time payment
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBeyond Counsel
United States
beyondcounsel.io
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Company InformationGoodTrust
Founded: 2020
United States
mygoodtrust.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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