See plans

All tools

Tool 097

Estate Planning Checklist

Organize estate planning review items with evidence, owners, dates and status notes, then export your checklist assessments.

What it does today

Editable session-local human review checklist with evidence, status, owners, dates and literal notes export. No legal rules, document/signature inspection, API writes, filing, execution or persistent storage.

How to use

  1. In Clio, open Matterevo and choose Estate Planning Checklist from the Tool Library. Use the search box or the Practice workflows family filter to find it.
  2. Enter the details the planner asks for.
  3. Review the proposed outcome, item by item.
  4. Edit or remove anything that is not right.
  5. Confirm to create the reviewed records in Clio.

Before you rely on it

Track family details, fiduciaries, beneficiaries, assets, documents, signatures, funding, and review dates. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.