Practilex is precise estate management software built for Canadian solicitors and notaries. From will drafting to final distribution — organized, secure, and compliant.
Trusted by Canadian estate practitioners
Built For
Every feature is designed around the care and precision that wills, estates, and trusts practice demands.
Template-driven will drafting with tested clause libraries for all Canadian provinces. Reduce drafting time by 60% without sacrificing precision.
Step-by-step probate checklists, executor task tracking, and estate account reconciliation. Every jurisdiction's requirements built in.
Maintain comprehensive trust records with full distribution schedules, annual accounting, and beneficiary communication logs.
Encrypted storage for original wills, codicils, powers of attorney, and property deeds. Accessible only to authorized parties.
Track probate timelines, court filing dates, and notice-to-creditor periods across all open estates simultaneously.
Secure, private portal for executors, trustees, and beneficiaries. End unencrypted email in your estate practice.
Use Practilex's clause library to draft wills and powers of attorney. Capture client instructions, complete the review, and execute — all in one organized workflow.
Open the estate file after a passing. Track probate steps, creditor notices, and asset realizations with built-in step-by-step checklists for every Canadian province.
Reconcile estate accounts, prepare final distributions, and archive the complete file. Every decision documented, every penny accounted for, every beneficiary satisfied.
Practilex handles the complexity of a large estate without overwhelming our team. The probate checklist alone has saved us hours per matter — and eliminated errors.
S. Whitmore
Estates Partner, Greenwood LLP
Faster will drafting
Missed probate deadlines
Provinces covered
Perfect for solo practitioners
Perfect for small to medium teams
For large practices with custom needs