DCS – Revolutionizing Estate Management

DCS provides estate planners and personal representatives with a powerful solution for managing personal accounts. When the time comes, DCS works with accounts to implement an estate’s final wishes which may include deletion, transference, memorialization, or other instruction. Even a financial institution can be contacted to initiate next steps for the attorney. With DCS, you can be assured that accounts will be managed securely and estate administration will be handled smoothly, saving both time and anxiety.


Key Features

  • DCS takes away the daunting task of shutting down accounts. To estate planners, DCS can potentially reduce costly estate administration delays. To survivors, DCS is emotional relief in not having the burden of closing or transitioning a loved one’s accounts. Not to mention the peace of mind that comes from helping to avoid ID fraud, which victimizes over two million deceased individuals annually.

    DCS is designed to fit seamlessly into the estate planning process. The needs of individuals, their loved ones, and the estate planning practice and have been carefully considered to maximize both usability and security. DCS requires no account passwords, minimizing ID theft, and fraud potential. Incorporate DCS into your estate plan today to save headaches tomorrow.

    With the DCS-Clio integration you can seamlessly import your client personal data from Clio into DCS, simplifying the task of adding clients profiles to your DCS profile.

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