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Key Takeaways  Most law firms say they’ve “automated” because they use Word templates, fillable PDFs, or mail-merge tools. In probate, that approach breaks quickly.  Here’s why:  Templates help you type faster. They do not automate documentation. And they certainly don’t protect compliance.  Probate workflows demand more.  What Real Document Automation Looks Like in Probate Workflows  A modern document automation solution goes beyond […]

Key Takeaways Every major bank holds accounts, loans, and credit relationships with customers who eventually pass away. When that happens, the bank becomes a creditor in probate proceedings. That reality creates a steady flow of legal filings. Large lenders such as Huntington National Bank process creditor claims across dozens of Ohio probate courts every year. […]