Trust & Estate operations are complex. Managing them doesn’t have to be. Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place.
Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client.
Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed.
A single source of truth for everything. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next.
Take any Word document and automate the repetitive inputs, create reusable clauses, and make live edits in your browser or directly in Word .
Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows.
Waterfall charts and plan diagrams are created automatically, with full ability to customize and edit on Slatewell. No more Powerpoint slides and shapes.
Just share your content with Slatewell and we'll get you ready to launch. We train your team, manage your content, and are here to help 24/7.
Our security practices exceed industry standards. Built on Amazon and Google's cloud, we're SOC2 compliant and undergo 3rd party cyber security penetration testing.
Pull or push documents to document management systems. Integrated scheduling and emails, with collaboration built in. Need something custom? We can do that too.
I've used other systems, but the integrations and programs still don't give me what I need. I still did so much repetitive data entry. Slatewell has been a game-changer for me.
We've brought in more business because our process is consistent. I can spend my time with clients on the important things. And drafting is much faster. It's just so much better for everyone involved.
Slatewell has removed all the back and forth between all the stakeholders in estate administration matters. It's saving me so much time filing out PDF forms and producing letters.
Why Slatewell?
Automate intake, manage clients, and collaborate with your team across the practice.
Stop waiting until your process breaks down. Get started today.
.png)
