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- Emergent Estate Planning & Vault Manager
On the recordRead 7 Oct 202615 facts
Emergent Estate Planning & Vault Manager
Toronto, Ontario, Canada
Plans and prices
Standard pay-per-use
C$60one-time
Standard Package only · no precedent customization · transaction fees
Read 7 Oct 2026 · store.emergent.ca
On the record
- Canada Will Registry
- The software integrates with the Canada Will Registry to search or register Wills, and registration of estate planning documents is free.emergent.ca · read 7 Oct 2026
- Desktop requirements
- Estate Planning & Vault Manager is desktop software requiring a Microsoft Windows computer and Microsoft Word; its listed workstation requirements specify Windows 8 or 10.emergent.ca · read 7 Oct 2026
- Document formatting
- Drafts are automatically formatted to match the firm’s style.emergent.ca · read 7 Oct 2026
- Document generation
- The software generates single or mirror Wills, Powers of Attorney, Representation Agreements, Personal Directives, reporting letters, and statements of account.emergent.ca · read 7 Oct 2026
- Electronic signatures
- The maker says its DocuSign integration does not require the user to have a DocuSign license.emergent.ca · read 7 Oct 2026
- Intended users
- Emergent describes its specialty as software for legal practice areas including Wills, estate administration, and estate accounting.emergent.ca · read 7 Oct 2026
- Jurisdictional precedents
- Users can merge entered information with their own jurisdiction-specific precedents, and selected Canadian content is included.emergent.ca · read 7 Oct 2026
- Legal Intake for Wills
- The optional online questionnaire sends customer answers into Estate Planning & Vault Manager for document generation, with short or long forms and firm branding.emergent.ca · read 7 Oct 2026
- Other integrations
- Optional integrations include document management systems, accounting systems, and Microsoft Outlook.emergent.ca · read 7 Oct 2026
- ProSuite integration
- The BC version integrates with ProSuite and can import real estate transaction information for Will preparation.emergent.ca · read 7 Oct 2026
- Reminders
- The software can send automatic reminders based on clauses in signed documents, and can also remind clients about birthdays and anniversaries.emergent.ca · read 7 Oct 2026
- Specific integrations
- The maker lists iManage, OpenText, Worldox, NetDocuments, and LSS for document management, and Elite, PCLaw, and ProLaw for accounting.emergent.ca · read 7 Oct 2026
- Storage
- Documents are stored in the Windows file system on a network drive, or in an existing document management system when its add-on is licensed.emergent.ca · read 7 Oct 2026
- Support and updates
- The purchase page includes free updates, ongoing enhancements, unlimited telephone and remote support, and unlimited users.store.emergent.ca · read 7 Oct 2026
