Wills & Estates System
This system helps you deliver sophisticated planning efficiently and confidently for estates up to $30 million.
Benefits to your practice include:
- Greater confidence handling blended family dynamics
- Clear, professional client communications
- Streamlined role and fiduciary designations
- Flexible trust and planning options
- Polished, professional document presentation
Comprehensive support for virtually any probate matter
Handle routine and complex probate matters with access to 491 fully automated forms and integrated workflow tools. You can maintain the highest standard of work while efficiently moving cases forward.
What this means for your firm:
- Spend less time drafting and re-drafting documents
- Reduce errors and improve consistency
- Confidently handle unusual or complex situations
- Scale your practice without adding staff
- Applications like noncompliant personal representatives and community property survivorship adjudications
- Use the Heirship Tree, a visual heirship diagram that shows relationships and interests at a glance. This is ideal for complex estates and court presentations.
Leverage Technology for a Meaningful Advantage
Early in his career, Joel Norris, in collaboration with TXdocs, built the systems he had envisioned for his own firm. We developed a comprehensive library of probate and estate planning forms paired with software tools designed to streamline document preparation, reduce errors, and save significant time.
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Two Systems Designed to Give You a Competitive Edge
As his Houston practice grew, Joel Norris needed systems that could scale with demand without increasing overhead or complexity. So he built them. These systems are used every day in a high-volume probate and estate planning practice and continue to expand—giving you tools designed for modern Texas firms.
Wills & Estates
Designed for estates up to $30 million, this system helps you deliver sophisticated planning efficiently and confidently. Clear client-friendly language and flexible document options allow you to serve more clients without sacrificing quality.
- Greater confidence handling blended family dynamics
- Clear, professional client communications
- Streamlined role and fiduciary designations
- Flexible trust and planning options
- Polished, professional document presentation
Probate
Handle routine and complex probate matters with a system designed for real-world Texas practice. With 491 fully automated forms and integrated workflow tools, you can move cases forward efficiently while maintaining the highest standard of work.
- Spend less time drafting and re-drafting documents
- Reduce errors and improve consistency
- Confidently handle unusual or complex situations
- Keep cases moving and clients informed
- Scale your practice without adding staff
Have questions?
Call Us
(210) 253-9506
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