Matters and relationships
Contacts, roles, and family relationships
Matter fiduciary roles, family relationships, and the interactive family tree.
What it is
Contacts connected to matters with fiduciary roles (executor, trustee, personal representative, power of attorney, beneficiary, and more), family relationship context, and an interactive family tree.
Why estate firms care
Plans depend on who people are to each other. Flat contact lists hide that structure. Roles and the family tree keep strategy visible while you work the matter.
Boundary
Relationship tools support strategy and matter organization. They do not replace drafting software.