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SPECIFICTION
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Emergent Estate Planning & Vault Manager

emergent.ca

Windows
Visit emergent.ca
Spec score 7.7 #11 of 31 in Legal Document Automation Software

Spec sheet

Intended users
Emergent describes its specialty as software for legal practice areas including Wills, estate administration, and estate accounting.Read 7 Oct 2026 · emergent.ca
Headquarters
Toronto, Ontario, CanadaRead 28 Sep 2026 · emergent.ca
Canada Will Registry
The software integrates with the Canada Will Registry to search or register Wills, and registration of estate planning documents is free.Read 7 Oct 2026 · emergent.ca
Desktop requirements
Estate Planning & Vault Manager is desktop software requiring a Microsoft Windows computer and Microsoft Word; its listed workstation requirements specify Windows 8 or 10.Read 7 Oct 2026 · emergent.ca
Document formatting
Drafts are automatically formatted to match the firm’s style.Read 7 Oct 2026 · emergent.ca
Document generation
The software generates single or mirror Wills, Powers of Attorney, Representation Agreements, Personal Directives, reporting letters, and statements of account.Read 7 Oct 2026 · emergent.ca
Electronic signatures
The maker says its DocuSign integration does not require the user to have a DocuSign license.Read 7 Oct 2026 · emergent.ca
Jurisdictional precedents
Users can merge entered information with their own jurisdiction-specific precedents, and selected Canadian content is included.Read 7 Oct 2026 · emergent.ca
Legal Intake for Wills
The optional online questionnaire sends customer answers into Estate Planning & Vault Manager for document generation, with short or long forms and firm branding.Read 7 Oct 2026 · emergent.ca
Other integrations
Optional integrations include document management systems, accounting systems, and Microsoft Outlook.Read 7 Oct 2026 · emergent.ca
ProSuite integration
The BC version integrates with ProSuite and can import real estate transaction information for Will preparation.Read 7 Oct 2026 · emergent.ca
Reminders
The software can send automatic reminders based on clauses in signed documents, and can also remind clients about birthdays and anniversaries.Read 7 Oct 2026 · emergent.ca
Specific integrations
The maker lists iManage, OpenText, Worldox, NetDocuments, and LSS for document management, and Elite, PCLaw, and ProLaw for accounting.Read 7 Oct 2026 · emergent.ca
Storage
Documents are stored in the Windows file system on a network drive, or in an existing document management system when its add-on is licensed.Read 7 Oct 2026 · emergent.ca
Support and updates
The purchase page includes free updates, ongoing enhancements, unlimited telephone and remote support, and unlimited users.Read 7 Oct 2026 · store.emergent.ca

Plans and prices

Standard pay-per-use C$60, paid once $60.00/File; no annual volume commitment; one-time $450.00 installation fee Standard Package only · no precedent customization · transaction fees Read 7 Oct 2026 · store.emergent.ca

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Where Specifiction places it

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