EPMS For Time Matters - the Estate Planner's Feature Package

Estate Planning Management System

EPMS is a feature package for Time Matters Front Office designed from the ground up to integrate the Wealth Transfer Planning System in HotDocs with the flexibility and workflow abilities of Time Matters Front Office.

We've got content coming soon, but check out the EPMS video series for more information:

• Introduction to EPMS
• Creating Propsects with EPMS
• Converting Prospects into Clients and Matters
• Marketing and Client Communications
• Wealth Transfer Planning Integration