Less time on administration, more time on the work only an attorney can do.
The challenge
Estate administration requires coordinating deadlines, filings, inventories, tax obligations, and communications across multiple stakeholders. Information is scattered across documents and prior correspondence, and repeatedly referencing earlier materials to confirm details or prepare submissions slows progress and increases the risk of oversight.
The solution
Ask iManage answers procedural questions, retrieves supporting documents and summarizes obligations and timelines based on the matter's content. This reduces administrative friction and helps attorneys move through estate tasks with greater speed and confidence.
Open Ask iManage and add a Folder of documents as a Filter.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Craft a prompt to identify potential administration risk.
Ask iManage highlights areas of potential administration risk, helping to exclude irrelevant documents from your workload.
Copy this prompt
Could anything in this client's estate planning documents materially affect the intended distribution of assets, increase estate or gift tax exposure, or create delays in administration. Include outdated beneficiary designations, unfunded trusts, missing powers of attorney, or inconsistent asset titling?
Use Guided Actions on individual documents to further understand identified risk.
Ask follow-up questions that identify and map executor and trustee obligations to specific assets and beneficiaries.
Follow-up questions allow you to drill down into the detail that matters most, making it easy to continue your workflow and giving you actionable next steps.
Copy this prompt
Map each executor and trustee obligation identified in these documents to the specific asset, account, or beneficiary it applies to, and flag any obligations with approaching deadlines or missing documentation.
More to explore
Beneficiary & Distribution Review
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Rapid Document Prioritization
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Creating a Consolidated Trusts & Estates Matter Memory
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