Editable Document Automation for
Estate Planning Attorneys
Automate the process of populating client specific data in your unique office templates for quick review and an editable format.
With the intuitive consultation workflow and the click of a button - create your customized client's documents with our easy-to-use software.
Simplify and Speed Up Your Process!
Schedule a DemoDesigned By Attorneys, For Attorneys!
Easy Consultation Workflow
Gather client specific requests with an easy to follow consultation intake form.
Generate Client's Documents in Seconds!
Generate client specific EDITABLE documents in seconds in YOUR unique office templates.
Review & Sign
View client details quickly. Easily editable. Ready for signature!
Why Choose TrustOPX?
- Save time and money
- Customize documents to your firm
- Reduce errors and edits
- Secure and reliable
- Intuitive consultation workflow
- Document output in Word format
- Visualize all modifications for quick review
- Client document creation in seconds!
Get Started Today
Call Us
(949) 288-0114
>> Schedule a Demo <<
Click Here
Email Us
TrustOPX@opexa-llc.com
What Our Clients Say
You'll Love Using TrustOPX
See For Yourself...
"Efficient and very user-friendly. Our clients are happier than ever with the quick turnaround in creating their documents. It's a game-changer!"
- JJ in CA.
"This software is allowing us to serve our clients and meet their needs much more efficiently. The amount of time saved in turnaround is invaluable. The system is intuitive and its capabilities are impressive. We cannot recommend it highly enough."
- S.R. Esq., in FL
"Custom templates and super easy document generation make this a must-have for any law firm. We couldn't be happier!"
- G.M. in CA