Estate Distribution & Beneficiary Tracking for Tax Attorneys with Canopy
The Problem
Probate and trust administration for Tax Controversy matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in Canopy
AI tracks every asset and beneficiary in Canopy, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
Canopy Integration Approach
Audit your Canopy configuration
We map the specific Canopy objects, custom fields, and workflows the automation needs to touch for your tax controversy practice.
Build on the Canopy API or agent
Integration happens inside Canopy — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Canopy with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Canopy instance
30-minute call. We'll look at your actual Canopy setup and show exactly how this workflow fits.