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.
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.
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.