Automatically collect and organize details on all client assets to ensure comprehensive estate plans-nothing missed, no guesswork.
100% asset coverage
Spot tax-saving options, protection needs, and special scenarios early-so you can craft better plans, faster.
28% more planning opportunities
Deliver clear, educational guidance during intake to help clients stay informed and engaged from day one.
35% higher client satisfaction
The CaseMatch Advantage for Estate Planning
Our clients see measurable results within the first 30 days
45%
Reduction in intake time
28%
More planning opportunities identified
35%
Increase in client satisfaction
Estate Planning Intake Challenges, Solved
We understand the unique challenges estate planning attorneys face with comprehensive asset collection and client education.
- Detailed asset inventory
- Ownership verification
- Beneficiary designation review
- Blended family considerations
- Special needs planning
- Generational wealth transfer
- Estate tax exposure assessment
- Gift tax planning opportunities
- Income tax basis considerations
Designed for Estate Planning Practices
CaseMatch helps estate planning attorneys gather comprehensive client information and identify planning opportunities efficiently.
Complete Asset Inventory
Our AI systematically collects detailed information about all client assets, ensuring nothing is overlooked in the estate plan.
Planning Opportunity Identification
Automatically identify tax planning opportunities, asset protection needs, and special circumstances requiring attention.
Client Education
Provide clients with educational resources during the intake process, improving their understanding and engagement.
