Estate Planning Intake Without the Paper Chase.
A comprehensive estate plan requires financial statements from a dozen institutions, deeds to every property, existing trust documents, insurance policies, and business records. Collecting all of it used to mean weeks of back-and-forth and a client who gets frustrated before you even draft the first document. CaseHug organizes the entire collection process — securely, efficiently, and without the paper chase.
Estate docs organized
24 docs · 8 categories · ready to draft
Estate planning intake is extensive — and clients aren't prepared for it.
Clients underestimate how much documentation is required
Most clients coming in for estate planning don't realize you need statements from every bank account, every retirement account, deeds to every property, and every existing insurance policy. When they discover the document list at the first meeting, many become overwhelmed and delay follow-through for months.
Financial documents require significant client effort to gather
Getting current statements from 8 different financial institutions — some of which the client hasn't logged into in years — is genuinely hard for many clients. Without clear guidance and reminders, document gathering stalls and your draft documents sit waiting on information you can't get.
Missing documents = incomplete plans
An estate plan drafted without complete asset information can miss significant property, fail to properly coordinate beneficiary designations, or overlook business interests that require specialized planning. Incomplete intake leads to incomplete plans — a professional risk no estate planning attorney can afford.
Married couples and blended families multiply the complexity
For couples, you need documents from both spouses — often including assets held separately, prior marriages, and children from previous relationships. For blended families, the document collection can involve four or more parties. Managing all of this over email is a coordination nightmare.
Estate planning intake that gets you drafting faster.
Organized financial document collection
Estate planning clients have financial lives spread across dozens of accounts, properties, and institutions. CaseHug's category-based collection organizes documents into logical groups — real estate, financial accounts, insurance, business interests, existing documents — so nothing gets missed and everything is findable.
Secure handling of irreplaceable documents
Wills, trust documents, original deeds — estate planning involves documents that cannot be replaced. CaseHug's HIPAA-grade security with AES-256 encryption, access controls, and complete audit trails ensures that clients' most sensitive financial and personal documents are protected at every step.
Auto-categorization and gap detection
CaseHug's AI reviews uploaded documents and automatically categorizes them. If a client uploads a brokerage statement but you have no IRA documentation, the system flags the gap. If a deed is uploaded for a property but no mortgage statement follows, it prompts for what's missing — without requiring manual checklist management.
Multi-party collection for complex families
Estate planning often involves married couples, blended families, and business partnerships where multiple people need to contribute documents. CaseHug supports multi-party intake for the same matter — each person gets their own secure link, and all documents consolidate into a single organized matter dashboard.
Every estate planning document, organized automatically.
CaseHug knows every document type an estate plan might require and helps clients understand exactly what each one is and where to find it — reducing back-and-forth and getting you drafting faster.
Designed for estate planning complexity
Estate matters involve large, complex document lists. CaseHug organizes them by category, guides clients through each section, and collects everything in one place — no back-and-forth.
Get your estate clients drafting-ready in days, not weeks.
CaseHug organizes the entire financial document collection — securely, completely, fast.