Emergent Estate Planning & Vault Manager

What Emergent Estate Planning & Vault Manager is

Emergent Estate Planning & Vault Manager is Windows desktop software for legal practices preparing Wills and handling estate administration and estate accounting. It generates single or mirror Wills, Powers of Attorney, Representation Agreements, Personal Directives, reporting letters, and statements of account. Drafts are formatted automatically to match a firm’s style, and users can combine entered information with their own jurisdiction-specific precedents; selected Canadian content is included. The software connects with the Canada Will Registry to search or register Wills, with estate planning document registration free. An optional online questionnaire gathers client answers for document generation and offers short or long forms with firm branding. The BC version can import real estate transaction information through ProSuite. Reminders can be triggered by clauses in signed documents and can also cover client birthdays and anniversaries. Optional integrations include document management and accounting systems, Microsoft Outlook, and DocuSign. The software stores documents in the Windows file system on a network drive, or in an existing document management system when its add-on is licensed. The listed Standard pay-per-use plan costs $60.00 per file, with a one-time $450.00 installation fee.

Who it suits

This software suits legal practices that prepare estate planning documents and handle estate administration or accounting. It is designed for firms using a Microsoft Windows computer and Microsoft Word, with optional integrations for document management, accounting, Outlook, and client intake.

Limits

The Standard Package does not include precedent customization and has transaction fees. The plan is billed at $60.00 per file and has a one-time $450.00 installation fee.

Getting started

1. Visit https://www.emergent.ca/wills/.
2. Use a Microsoft Windows computer with Microsoft Word; listed workstation requirements specify Windows 8 or 10.
3. Choose the Standard pay-per-use plan at $60.00 per file, with a one-time $450.00 installation fee.
4. Arrange installation; the purchase page includes unlimited telephone and remote support.
5. Optionally add the online Will questionnaire or integrations suited to your firm.

Verdict

Choose Estate Planning & Vault Manager if your legal practice needs Windows-based estate document generation, firm-formatted drafts, and estate planning workflows such as Registry access or client questionnaires. Look elsewhere if you need software that does not require Windows and Word, or if the per-file charge, installation fee, or Standard Package limits do not fit your practice.