Motion
Technology & Automation
AI Chatbots for Estate Client Intake: Automating the First 10 Minutes
Learn how AI chatbots automate estate intake conversations, qualify leads, populate CRM data, and increase law firm conversion rates by 30-50%.
11 entries · Technology & Automation
The settlement library.
Everything we know about administering an estate in this state, written for the people who do it for a living.
All entries
- Motion
Technology & Automation
Cloud Migration for Estate Practices: Moving from Paper and Local Servers to Secure Cloud
A practical guide to migrating estate practices from paper-based systems and on-premise servers to secure cloud infrastructure, including cost analysis, security considerations, and ROI.
- Motion
Technology & Automation
Estate Settlement for Content Creators and Influencers: Digital Brands, Revenue Streams, and IP Rights
A practical guide for estate attorneys settling digital creator estates, covering platform account policies, revenue stream valuation, intellectual property rights, access challenges, and strategies for preserving audience relationships and brand value after death.
- Motion
Technology & Automation
Cybersecurity Frameworks for Estate Settlement: Protecting the Most Sensitive Client Data
A comprehensive guide to implementing NIST frameworks, SOC 2 compliance, encryption, and incident response for law firms handling estate settlement data.
- Motion
Technology & Automation
Digital Estate Planning Across Platforms: What Each Tech Company Actually Allows After Death
A practitioner's guide to posthumous digital asset access across major tech platforms, covering Google, Apple, Facebook, Microsoft, Amazon, and cryptocurrency exchanges, plus RUFADAA compliance, the Stored Communications Act, and practical digital asset inventory planning.
- Motion
Technology & Automation
The Estate Settlement Tech Stack in 2026: What Platforms Actually Do What They Claim
An honest assessment of estate settlement technology in 2026, covering document automation limits, beneficiary communication gaps, accounting software shortcomings, integration failures, and a reality-based strategy for building an effective tech stack.
- Motion
Technology & Automation
Estate Settlement Workflow Automation: Where to Automate and Where to Keep the Human Touch
Learn which estate settlement tasks drive ROI through automation, which require human judgment, and how to implement a hybrid approach that reduces costs while protecting your firm.
- Motion
Technology & Automation
Medicaid Estate Recovery: What States Actually Collect and How to Protect Clients
A practical guide to Medicaid Estate Recovery Program (MERP) rules, covering state-by-state variation in collection, homestead exemptions, hardship waivers, community spouse protection, and asset protection strategies for estate attorneys and elder law practitioners.
- Motion
Technology & Automation
Virtual Real Estate and Metaverse Assets in Estates: Legal Frontier or Footnote?
A practical guide to managing blockchain-based and platform-dependent virtual real estate in estate settlement: transferability, valuation, tax classification, and custody challenges.
About the library
Deep on one state,
not thin on fifty.
Six hundred and ten entries on North Carolina estate administration - county guides, statutory deep dives, tax strategy, and practice development, in one place.