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Estate Planning

Billing Narrative Polisher for estate planning attorneys

For estate planning attorneys billing hourly on trust administration and probate, where a vague narrative is the fastest way to draw a fee objection from a beneficiary or the court.

Worked example

Raw notes in

call w/ [EXECUTOR] re asset inventory
reviewed [DECEDENT] trust for successor trustee provisions
drafted petition for probate

Structured output

Telephone conference with [EXECUTOR] re: status of estate asset inventory and outstanding account statements needed (0.5).
Reviewed [DECEDENT]'s revocable trust to confirm successor trustee provisions and distribution scheme (0.6).
Drafted petition for probate of will and appointment of personal representative (1.4).

Why this matters here

Estate and probate billing runs on accounts receivable as much as billable hours — collecting on invoices for ongoing trust administration is its own recurring task, separate from doing the work.

“if I can just get my ARs under control and invoices paid, I'd be doing great”

Try it:

Billing Narrative Polisher →