Guides
How to run the recurring work of an estate or guardianship practice, written for the person doing it. Each guide is a method, not a legal memo: it never states a jurisdiction's deadline or rule, and it sends you to your own statute wherever one is needed. A short note at the end of each says where the same work lives in Fylely.
Running a creditor claims window without a spreadsheet
A working method for the creditor claims period on an estate: the one date to record, how to log each claim, what "open" means, and the weekly check that keeps a claim from being missed.
Read6 minBuilding the estate inventory from the first week
How to start the inventory on day one instead of the week it is due: what to list before you know the values, how to chase institutions, and how to keep the certified copies straight.
Read7 minReconciling the trust account every month, in an hour
A monthly routine for the client trust account: the three balances that must agree, what to do with a difference, and the record to keep for the bar or law society.
Read6 minMoving an estate practice off a general practice system without a cutover weekend
How to move from Clio, MyCase, PracticePanther or a spreadsheet one matter at a time: what to export, what to re-key, how to run two systems for a while, and how to know the move is done.
Read5 minCatching the file that went quiet
Neglect, not error, is what most complaints against estate lawyers describe. A weekly review that finds the matter nobody has touched, before the family does.
Read4 minKeeping beneficiaries informed without forty phone calls
What to tell an estate’s beneficiaries, when, and through what channel, so the questions come in writing and the privileged notes stay private.
Read5 minExplaining executor commission and legal fees to a family
The two kinds of fee an estate pays, where each comes from, how to show the arithmetic, and what to keep so the court and the beneficiaries can check it.
Read5 min
The workspace these guides describe
Fylely keeps each matter's dates, documents, time and billing in one place, with a morning board that shows what is late and which files have gone quiet. You can look around a sample workspace without signing up.
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