Vertical · On the roadmap
Trusts & Estates
The T&E vertical is on our roadmap. Trust accounting — the hardest part — is already battle-tested on the Oryn platform through family law practice. We’re extending it with probate inventories, TEDRA proceedings, and estate administration tooling.
What\u2019s in the box
Capabilities shipping today.
The pieces of this vertical that are available now.
- Planned — design partners sought
- Leverages shipped trust accounting (3-way IOLTA reconciliation)
- Leverages shipped document and pleadings infrastructure
- Leverages shipped calendar and deadline engine
Workflows
How it works in practice.
Probate inventory
Asset and liability inventory with per-asset valuation history and distribution tracking.
TEDRA proceedings
Nonjudicial dispute resolution forms and accounting templates.
Trust administration
Beneficiary ledgers, distributions, and annual accountings.
Estate tax
Form 706 integration with the matter spine.
Already on Clio or MyCase?
T&E firms interested in being design partners — especially those running trust accountings for multiple estates — please reach out.
Help shape this vertical.
We’re actively scoping this vertical with founding-partner firms. If that’s you, let’s talk.