For Trust and Estates Counsel
More visibility. Less time spent searching.
Give clients Perpetua’s automated discovery tools while your firm keeps a clear view of what has been found, what still needs attention, and what comes next. Based on our research with estate professionals, Perpetua can save firms dozens of hours of manual discovery and follow-up per estate.
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Perpetua is targeting a real problem and I haven’t heard of anything doing this yet in the estate space. I’d pay for it in two seconds.
Caseload View
| Client | Accounts | Need Attention | Progress |
|---|---|---|---|
| Morrison Estate | 137 | 12 | 82% |
| Alvarez Estate | 64 | 21 | 41% |
| Chen Estate | 29 | 3 | 94% |
| Whitfield Estate | 88 | 9 | 63% |
How Perpetua supports your practice
Support Clients Beyond the Legal Work
Give clients practical help with the administrative work of settling an estate, without expanding the scope of your representation.
Protect Your Team’s Time
Reduce routine questions and non-legal support requests so attorneys and staff can stay focused on higher-value work.
Keep Estate Administration Moving
Help clients identify what needs attention, stay organized, and make progress between legal milestones.
Build Stronger Client Relationships
Create a more supported and less overwhelming experience that clients will remember and recommend.
Pricing that scales with your caseload.
Firms purchase one Perpetua license per estate, with volume pricing available as your caseload grows.
For firms where Perpetua saves even a few hours of attorney, paralegal, or administrative time, the cost can be offset within a single estate.
Security & Compliance
Estate information requires careful treatment. Perpetua is designed to limit unnecessary access while helping authorized representatives find the information they need. We only request what’s needed to complete a task, retain data no longer than required, and never sell or share client information with third parties.
Our platform undergoes annual independent assessments conducted by third-party auditors to verify the strength of our privacy and security practices. We update this list as each certification is completed.
- CASA Tier 2Certified
- SOC 2 Type IIUnderway
- GDPRAligned
Ready to expand what your firm offers?
See how Perpetua fits alongside the legal work you already do.