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Streamline Trusts and Estates Management with Quilia

Estate planning and administration require meticulous organization and clear communication. Quilia helps your firm manage trusts and estates cases efficiently, keeping beneficiaries informed and ensuring nothing falls through the cracks.

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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.

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Estate assets management screen showing retirement accounts, investment accounts, and personal property

Manage Beneficiaries and Estate Contacts

Organize all estate contacts, including beneficiaries, trustees, executors, and family members, with their roles clearly defined. Track relationships, contact information, and responsibilities to ensure smooth estate administration.

Everyone involved in the estate knows their role and can stay informed about progress and important updates.

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Estate contacts screen showing beneficiaries, trustees, and their roles

Comprehensive Asset Tracking

Track retirement accounts, investments, real estate, personal property, business interests, and insurance policies. Monitor retitling status and ensure all assets are properly accounted for throughout the estate administration.

Beneficiary Management

Organize beneficiaries, trustees, executors, and family members with their roles and relationships clearly defined. Keep everyone informed and ensure proper communication throughout the process.

Secure Document Management

Securely store and organize wills, trusts, deeds, beneficiary designations, and other critical estate documents. Everything is accessible when you need it, protected by attorney-client privilege.

Automated Client Updates

Keep beneficiaries informed automatically with case updates, important deadlines, and status changes. No manual work required. Your clients stay informed without extra effort from your team.

Estate Administration Workflow

Streamline the entire estate administration process from probate through distribution. Track deadlines, court filings, and administrative tasks to ensure nothing is missed.

HIPAA-Compliant Security

All estate information is stored securely with HIPAA-compliant infrastructure. Sensitive financial and personal information is protected with bank-level encryption and security measures.