Who is who
Tell Nova that someone is the executor, that a beneficiary prefers short calls, or that the accountant needs copies. She keeps it with the right person, and you can see, change or delete it at any time.
Home / Wills and estates
For wills and estates lawyers
Every executor, beneficiary and bank, kept straight.
An estate matter can run for months with a dozen people writing in: executors, beneficiaries, banks, valuers and accountants. Nova reads the mail as it arrives, remembers who is who, and has the update email ready when someone asks where things are up to.
Rather we set it up with you? Book a 15 minute set-up call.
Available on Microsoft AppSource for Outlook on Windows, Mac and the web
Where it helps on an estate file
Where is it up to?
When a beneficiary emails for an update, Nova drafts the reply from what has come in on the matter, saved to your drafts folder for you to check.
Institution mail sorted
Requests from banks, super funds and share registries are read and sorted by what they need from you, so the urgent one is not buried under the routine ones.
Documents summarised
Attach a valuation, a bank letter or a scanned document and ask what it says. Nova summarises it and points out anything that needs your attention.
Your own checklists
Upload your estate administration checklist to the firm library and Nova answers from it first, naming the document.
Filing and time
On Smokeball, file each email to the estate matter and record the time without leaving Outlook.
Long matters, nothing forgotten
The hard part of an estate is rarely one email. It is remembering, three months in, what the executor asked for, what the bank still needs and who has already been told. Nova's notes on each client and matter sit beside your email, so the history is there when the next message arrives.
Every reply waits in your drafts folder, and every filing and time entry waits for your confirmation.
Questions practitioners ask
Does it draft wills?
It is not a will drafting tool. It works on your correspondence and documents: sorting, summarising, drafting replies and keeping notes, with your firm library to draw on.
Can it keep track of everyone on an estate?
Yes. Nova keeps notes on each client and matter that you can see, change or delete at any time, and they stay private to you.
Will it email beneficiaries for me?
No. It drafts the email into your drafts folder. You read it and send it yourself.
See it on your own matters
Start with 7 days free, then $149 per practitioner per month, including GST, with no setup fee and no minimum term. Cancel any time. Rather not do it yourself? We will set it up with you on a 15 minute call, on your own correspondence.