Estate planning practice management, from consultation to signing
Compass by Rulng keeps the consultations and signings on one calendar and a couple's plan in one file, with your website and intake built in.
The client side of every plan
Compass by Rulng runs the client side of an estate planning practice, from the first inquiry to the signing: consultations and signings on the calendar, couples and families in one file, and the plan's documents on the client's record. It is not a document-assembly suite, though where your firm switches it on, it drafts a first version from your own approved templates.
What an estate planning firm gets
Consultations and signings, counted.
Your staff book consultations, signings and meetings, with reschedules and no-shows recorded and a monthly count of each.
A couple in one file.
Spouses, or a parent and children, share one file, and each person is checked for conflicts.
A checklist for every plan.
A starter checklist for estate matters gives each step an owner and a due date, and your firm writes its own for each kind of plan.
Guides to the law, on the file.
Topic guides on wills and trusts, powers of attorney, advance directives, probate, trust administration and guardianship, built from official state sources for the state the library covers today.
Drafts from your own templates, where switched on.
Your firm's library can draft a first version from your approved templates, in your firm's style, as a Word file for an attorney to review.
How it connects to the rest of Compass
Families find you through your website and Google profile. The inquiry becomes a lead and then a client file, and the fee and payments sit on it (billing).
Questions
What should estate planning software for attorneys do?
Estate planning software for attorneys usually combines document drafting with client and matter management: consultations, signings and couples in one file. Compass by Rulng covers the client and matter side and can draft from your own templates, but it is not a document-assembly suite.
Can a married couple share one file in Compass?
Yes, a couple, or a parent and children, can share one file, and each person is checked for conflicts.
Does Compass draft wills and trusts?
Where your firm switches it on, Compass by Rulng drafts a first version from your firm's own approved templates, as a Word file for an attorney to review. It is not a document-assembly suite with its own forms.
Does Compass track signings?
Yes, your staff book signings like consultations and meetings, with reschedules and no-shows recorded and a monthly count of each.
Does the law library cover our state?
The law library covers one state's law today, and the walkthrough tells you whether that state is yours. A firm elsewhere has the rest of Compass by Rulng, without library answers.