Why estate planning firms
switch to Clasp
Estate planning is careful drafting for families who will rely on it for decades. Clasp keeps every plan together, from the first consultation to the last account retitled into the trust.
Booked online,
paid as one plan
Clients book their consultation from your booking page, at a time you're actually free. Sell each plan as a flat rate product, so the Nguyens' trust is quoted, invoiced and paid before drafting begins.
CalendarEvery document,
drafted in Word
Open the trust, the wills and the directives in Word without leaving the case. Draft alongside your paralegal, and every change saves to the Nguyens' case. No downloading, no re-uploading, no final_v3.
Documents
Signed, funded,
and theirs to keep
After the signing, the executed plan goes to the Nguyens' portal, where they can find it years from now. The Funding stage brings its own tasks, so the deed is recorded and the accounts are retitled before the case closes.
Client portal