Unlimited signatures
Send as many documents and request as many signatures as a case needs, with no per-signature fee.
Documents & E-Signatures
Build the document packet from the case, send it to the family, and let them sign from any device. Signed copies file back to the case automatically, with unlimited signatures and no per-signature fee.
The packet is built from data already on the case, so you fill it once and send it in minutes.
Pull authorizations, statements, and disclosures with the family and decedent details already filled in from the case.
Email the packet to one or several signers and mark who needs to sign which forms.
Signers open the link on a phone, tablet, or computer and sign without an account or app.
Completed documents store back on the case automatically, so the record is always current.
Find any signed copy on the case later, and export your documents whenever you need them.
Send as many documents and request as many signatures as a case needs, with no per-signature fee.
Families sign on a phone, tablet, or computer with no software to install.
Assemble a full arrangement packet in one step instead of opening forms one at a time.
Names, dates, and decedent details flow in from the case so you are not retyping them.
Every signed copy lands back on the case record, filed with the rest of the file.
Route the same packet to more than one family member when a form needs several signatures.
No. Signatures are unlimited and there is no per-signature charge, so the cost does not climb with a busy month.
No. They open the link you send and sign from any device, with no app or login required.
Signed copies store on the case automatically, so the signed version always lives with the rest of the case file.
Yes, anytime. Your signed documents and records are yours to export whenever you want.
In 20 minutes we generate a packet, send it for signature, and show the signed copy filing back to the case.