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Emergent Estate Planning & Vault Manager

Place
#22 of 31
Score
5.7
Emergent Estate Planning & Vault Manager's website

The facts below are what the maker publishes about Emergent Estate Planning & Vault Manager, checked and dated. Our editors have not written about it yet.

Plans and prices

From Emergent Estate Planning & Vault Manager's own pricing page, checked 7 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Standard pay-per-useC$60, paid onceStandard Package only · no precedent customization · transaction fees · $60.00/File; no annual volume commitment; one-time $450.00 installation fee

The facts

Each one read from Emergent Estate Planning & Vault Manager's own pages, with the date it was checked.

What it does

Canada Will Registry
The software integrates with the Canada Will Registry to search or register Wills, and registration of estate planning documents is free.checked 7 Oct 2026
Desktop requirements
Estate Planning & Vault Manager is desktop software requiring a Microsoft Windows computer and Microsoft Word; its listed workstation requirements specify Windows 8 or 10.checked 7 Oct 2026
Document formatting
Drafts are automatically formatted to match the firm’s style.checked 7 Oct 2026
Document generation
The software generates single or mirror Wills, Powers of Attorney, Representation Agreements, Personal Directives, reporting letters, and statements of account.checked 7 Oct 2026
Electronic signatures
The maker says its DocuSign integration does not require the user to have a DocuSign license.checked 7 Oct 2026
Intended users
Emergent describes its specialty as software for legal practice areas including Wills, estate administration, and estate accounting.checked 7 Oct 2026
Jurisdictional precedents
Users can merge entered information with their own jurisdiction-specific precedents, and selected Canadian content is included.checked 7 Oct 2026
Legal Intake for Wills
The optional online questionnaire sends customer answers into Estate Planning & Vault Manager for document generation, with short or long forms and firm branding.checked 7 Oct 2026
Other integrations
Optional integrations include document management systems, accounting systems, and Microsoft Outlook.checked 7 Oct 2026
ProSuite integration
The BC version integrates with ProSuite and can import real estate transaction information for Will preparation.checked 7 Oct 2026
Reminders
The software can send automatic reminders based on clauses in signed documents, and can also remind clients about birthdays and anniversaries.checked 7 Oct 2026
Specific integrations
The maker lists iManage, OpenText, Worldox, NetDocuments, and LSS for document management, and Elite, PCLaw, and ProLaw for accounting.checked 7 Oct 2026
Storage
Documents are stored in the Windows file system on a network drive, or in an existing document management system when its add-on is licensed.checked 7 Oct 2026
Support and updates
The purchase page includes free updates, ongoing enhancements, unlimited telephone and remote support, and unlimited users.checked 7 Oct 2026

The company

Headquarters
Toronto, Ontario, Canadachecked 28 Sep 2026

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