Built for Trust & Estate Professionals
Manage Trusts and Estates with Precision, Compliance, and AI
Business in a Box gives estate planners, trust administrators, probate attorneys, and wealth advisors one intelligent platform to manage legal documents, beneficiary communications, compliance, and operations — so you can serve clients with precision and keep every matter organized.
Free Forever Plan · No credit card required · Replaces $500+/mo in software
The Problem
Trust & Estate Professionals Can’t Scale When Sensitive Documents, Beneficiary Communications, and Compliance Live Across Scattered Tools and Paper Files
Trusts and estates professionals handle sensitive legal documents, beneficiary communications, and compliance requirements across scattered tools and paper files. The result is risk, inefficiency, and client experiences that fall short of the standard these matters demand.
As your practice grows, coordination breaks. Trust documents live in one system, beneficiary correspondence in another, court deadlines in a calendar, and team collaboration in email. Attorneys, administrators, and paralegals operate in silos.
Business in a Box gives trust and estate professionals one operating system for matter management, documentation, compliance, communication, and AI — so your practice operations are as meticulous as the estate plans you create.
In trusts and estates, every matter involves sensitive documentation, strict deadlines, client communication, and regulatory compliance. Files are spread across physical folders, shared drives, and email. One missed filing deadline can have serious consequences — yet the workflow is manual.
Your Industry, Our Platform
Every Trusts & Estates Challenge.
One Connected Platform.
Business in a Box maps directly to how trust and estate professionals actually operate — so every matter,
document, and business function has a system behind it.
Matter Management
Track Trusts, Estates, and Probate Matters
Active matters, court deadlines, beneficiary distributions, and administrative tasks — all tracked with deadlines and ownership in one system.
Documents & Agreements
Centralize Trust Documents, Agreements, and Resolutions
Confidentiality agreements, shareholders agreements, board resolutions, and legal documentation — all searchable and version-controlled in one platform.
Team & HR
Manage Attorneys, Paralegals, and Staff
Hiring pipelines, onboarding checklists, time tracking, and team management — so growing the practice doesn’t mean losing operational control.
Communication
Replace Scattered Email and Client Correspondence
Team chat, video calls, and internal inbox — connected to matters so every conversation has context and beneficiary communications are tracked.
Compliance & Fiduciary
Maintain Fiduciary Compliance and Audit Trails
Fiduciary records, compliance documentation, confidentiality agreements, and court-ready records — organized and always current.
Financial Operations
Track Billing, Trust Accounting, and Firm Finances
Invoices, billing records, trust accounting documents, and financial reporting — so practice finances are managed with the same precision as client assets.
AI & Automation
AI for Documents, Letters, and Administrative Work
AI drafts correspondence, procedures, business documents, and plans — accelerating the administrative work that takes professionals away from client matters.
Reporting & Visibility
Dashboards for Matter Status and Practice Metrics
Real-time dashboards, matter status, team utilization, and financial reporting — so partners have full visibility without chasing updates.
A Day with Business in a Box
What Your Day Looks Like as a Trust & Estate Professional
Instead of juggling 10 apps, everything you need is in one platform.
The Platform
Everything a Trust & Estate Practice Needs to Run and Scale
Not a bundle of features. A connected operating system designed for execution,
visibility, and scale. Starting at $0/month.
Dashboard
Real-time visibility into matters, team performance, and practice operations.
Tasks & Projects
Track matters, deadlines, distributions, and team tasks with ownership.
Chat & Calls
Internal messaging, video calls, and audio calls — connected to projects.
Business AI
Draft correspondence, documents, and plans with AI built into every workflow.
HR & People
Manage attorneys, paralegals, staff, onboarding, time tracking, and performance.
Docs & Knowledge
Trust documents, agreements, resolutions, and policies in one place.
Inbox & Notifications
Internal inbox for team communication, approvals, and matter updates.
Contacts & CRM
Manage beneficiaries, clients, co-counsel, and business relationships.
Time Tracking
Track billable hours for attorneys, paralegals, and staff across matters.
Sheets & Reporting
Financial tracking, matter reports, and operational analysis spreadsheets.
Replace Your Tool Stack
One Integrated Platform. Not 12 Apps.
The average trust and estate practice spends $500+/month on disconnected software. Business in a Box replaces them all.
Stop paying for 12 subscriptions. Stop switching between 12 tabs. Start running your practice from one platform.
Trusts & Estates Outcomes
What Trust & Estate ProfessionalsGet Out of the Box
Trusts & Estates Templates
Templates Built for Trust & Estate Professionals
Access industry-specific templates for confidentiality agreements, shareholders agreements, board resolutions, and practice operations.
Each template is designed to help you move faster while giving your business more structure and consistency.
Ratings & Reviews
Rated Highly by Business Professionals Worldwide
What Business Leaders Say
Trusted by 250,000+ Businesses Worldwide
“Managing 50+ active estate matters across paper files was unsustainable. Business in a Box gave us one system for documents, deadlines, and beneficiary communications.”
Eleanor Whitfield — Managing Partner, Whitfield Estate Law
“Trust administration requires meticulous record-keeping. Now every distribution, every communication, and every compliance document is tracked in one place.”
Richard Caldwell — Trust Administrator, Caldwell Wealth Advisory
“Our paralegals used to spend half their time searching for documents. Now everything is searchable, organized, and accessible from one platform.”
Margaret Liu — Senior Attorney, Liu & Associates Probate
Enterprise-Ready Security
Built for Trust, Security, and Compliance
Your data is protected by enterprise-grade infrastructure and compliance standards.
Questions
Frequently Asked Questions
Stop Managing Your Practice Across 12 Apps. Start Running Your Trust & Estate Business.
One platform for matters, documents, teams, communication, and AI. Replace 12+ tools, save $6,000+/year, and give your practice the system it needs to scale.
Free Forever Plan · No credit card · Set up in minutes · Cancel anytime