Practice management that understands estate planning.
Most legal software stops when the trust is signed. Forsivo is built for what happens next — the funding, the retitling, and the paperwork that decides whether the plan actually works.
Currently in limited release with a small number of firms.
An unfunded trust is just an expensive stack of paper.
Every estate planner knows the failure. The trust is drafted, signed, notarized and delivered in a binder. Then the accounts are never retitled, the deed is never recorded, the beneficiary form is never returned — and years later the family is in probate anyway.
Funding is the single most common malpractice exposure in estate planning, and in generic practice management software it is invisible: a matter, a notes field, and a hope that someone remembers. Forsivo treats funding as first-class work — every asset, its funding method, its current status, who is waiting on what, and which follow-up dates have passed.
It generates the instruments that actually move each asset: deeds across seven vesting scenarios, general assignments, stock and LLC and partnership transfers, Schedules A, B and C, beneficiary designation letters, institution retitle letters, and a written funding action plan for the client.
It refuses the wrong answer.
A qualified retirement account can only be funded by beneficiary designation. Retitling an IRA into a trust is a full taxable distribution — so Forsivo will not offer to do it.
A tool that lets you pick the wrong option is worse than one with no opinion, because the wrong choice looks endorsed.
Advisors submit. Staff accept.
Financial advisors can report assets without ever becoming portal users. What they send is a claim, not a fact: it counts toward nothing and reaches no generated document until someone at the firm accepts it.
Assets the client reported. They count toward nothing and reach no generated document until you accept them.
From questionnaire to executed instrument.
Guided intake for trusts and wills, with autosave. Ten drafting templates — Oregon married-joint, married-separate and single trusts; wills; certifications of trust; fiduciary documents — assembled onto the firm's own letterhead.
A visual plan diagram is generated from the same answers, so the client can see who is in charge and who receives what. Version history and e-signature live in the matter, not in another tab.
Document templates and the deed generator are Oregon-only today.
Your brand, not ours.
Clients sign in with a secure link sent to their email — no password to forget, reuse, or write on a sticky note. The link works once and expires in fifteen minutes.
Inside, they see their matters, documents, invoices, appointments, tasks and messages — in your firm's colours. One client can belong to several firms, and the accent is what tells them whose file they are looking at.
They can sign documents, pay an invoice, and message the people working on their matter. Everything they do is written to the same audit trail as everything the firm does.
A client of a firm using Forsivo? That's your door. Not sure whether an email you received is genuinely from your firm? Here's how to check.
Estate planning is the depth. This is the floor.
The practice-area work sits on a general practice management system — the unglamorous parts a firm actually runs on, built to the same standard.
- Trust accounting
- A ledger that is authoritative over cached balances and refuses to let you correct a display value by moving real money.
- Time & billing
- Global quick timer, invoices from draft to paid, WIP and outstanding at a glance.
- Payments
- LawPay, with card surcharging disclosed at the point of payment.
- Leads & intake
- Drag-and-drop pipeline, public intake forms, public booking pages, drip campaigns.
- Calendar & tasks
- Recurrence, task templates, and a week view that shows the work rather than the grid.
- Documents & e-sign
- Assembly, version history and signature without leaving the matter.
- Expenses
- Receipt scanning, matter attribution, and reimbursement tracking.
- Reporting
- Six report families, plus a customisable dashboard and global search.
- Conflict checking
- Run against contacts from the matter header, before the engagement letter goes out.
Security & isolation
Named controls, not adjectives.
Tenant isolation in the database
Multi-tenant with PostgreSQL row-level security keyed per firm — enforced below the application, not by remembering to add a WHERE clause.
Field-level encryption
Social Security numbers, tax identifiers and bank details are encrypted per-field via AWS KMS.
Append-only audit log
The database physically refuses updates and deletions to audit records. What happened stays what happened.
Ethical walls
Matter-level screening returns a 404, never a 403 — a screened matter is invisible, not merely forbidden.
These are the controls the system implements. Forsivo holds no third-party security certification, and we would rather name what we do than imply an audit we have not had.
The first practice area, not the last.
Estate planning is built to this depth because it had to be first. The architecture treats a practice area as a configuration rather than a module, so probate, trust administration and family law come next on the same foundation.
They are not available today, and we are not going to pretend otherwise while you are deciding whether to trust us with a client file.
We're onboarding a small number of firms.
Forsivo is in limited release. We are looking for estate planning attorneys who will tell us plainly where it falls short — not for volume.
or write to earlyaccess@forsivo.com
There is no form here and nothing to sign up for — a person reads what you send and a person replies. Tell us where you practise and how you handle trust funding today; that is most of what we need to know.