Estate planning and administration,
all in one place

We’re on a mission to eliminate manual administration from estate planning and management. By enabling legal teams to easily create, manage, and secure their clients' legacies with intuitive technology, we unlock the time your team needs to focus on high-value, rewarding work.

Empower legal professionals to focus on people, not paperwork

Our mission

Our story

When we looked for modern, automated software to help streamline and manage the estate planning and estate administration process, we couldn’t find it.

So we decided to build what we wish we had: purpose-built for estate planning, designed by people who understand the work, and obsessively focused on the details that make a legal professional’s day easier.

Starting in Western Canada and now scaling across North America, our software offers an easy-to-use, efficient, cost-effective platform that turns raw client data into custom estate documents instantly, taking the administrative friction completely out of the equation.

Backed by Canada’s leading innovation ecosystems, Quillogic is an active member of the KAST Venture Accelerator Program and proudly partnered with Cultivator.

Unlocking time and potential

Ready to see it in action?

Quillogic is pay-per-use. No contracts. No subscription fees.

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Meet our founding team

Rick Casson

Co-founder & CEO

Rick’s background spans Computer Science, Mechanical Engineering, and Professional Communication. While completing their studies, Rick co-founded their first technology venture with their father. The innovative grain-yield monitoring technology they developed laid the groundwork for FarmTRX, now serving thousands of farmers around the world.

When not at the keyboard, Rick is also a private pilot, an ACMG Top Rope Climbing Instructor, an amateur adventure and endurance athlete, as well as an active volunteer and leader for several community groups based in Revelstoke.

"I've spent my career building software that solves real problems for the people around me, from agricultural technology to nutrition tracking. Estate planning became personal when I realized how much work falls on families after a loss. I co-founded Quillogic to give legal professionals better tools and to make wills easier to create and keep current, so more families can spend that time celebrating a life instead of untangling paperwork."

Co-founder & CLO

Talon Regent

Talon holds a Bachelor of Business Administration from the University of Regina and a Juris Doctor from the University of Saskatchewan. He now specializes in Real Estate, Corporate Law, and Wills & Estates. Recognizing his industry impact, Canadian Lawyer Magazine named Talon one of Canada’s Top 25 Most Influential Lawyers.

Outside the office, Talon keeps busy. He serves as Counsel for multiple non-profits and charities, volunteers free legal services through Pro Bono Law Saskatchewan, and serves on the federal NDP’s Federal Council.

“For over a decade, I’ve been assisting clients with wills, powers of attorney, probate, and all other aspects of estate planning and estate administration. I always strive to make the process as quick and easy for clients and lawyers alike, without ever sacrificing the high standards of quality expected of lawyers. I’m excited to share Quillogic with other legal professionals who hold the same values.”

Frequently Asked Questions

Overview

It eliminates complex administrative hurdles and reduces manual paperwork, allowing clients and legal professionals to collaborate smoothly.
- Smart Client Intake: Custom forms collect structured data upfront.
- Document Assembly: Instantly generates wills and estate documents using your firm's specific language and clauses.
- AI Compliance Checking: Scans and flags document errors before final delivery.
- Flexible Templates: Offers complete control over firm clauses and logic.
- Electronic Signing: Seamless e-signatures integrated via Dropbox Sign.
- Secure Canadian Storage: Encrypted file storage hosted locally in Canada.
Quillogic utilizes end-to-end data encryption (both in transit and at rest), SOC 2 Type II certified cloud infrastructure, multi-factor authentication, and strict role-based access permissions to protect sensitive estate assets and personal client data.
You can complete online intakes for a Last Will & Testament, Power of Attorney (POA), and Healthcare Directive (HCD), as well as fill out an estate inventory. Note that availability depends on your province (currently, Saskatchewan supports all three documents, while British Columbia currently supports Wills only).
Legal software implementation services for Canadian law firms specialize in onboarding platforms built around provincial estate laws. These services help firms transition to digital intake, automate complex probate forms, and integrate provincial document templates while ensuring full compliance with Canadian data privacy laws.
Top-tier onboarding services offer dedicated legal technology specialists who help estate teams digitize client intake questionnaires, convert standard firm clauses into dynamic templates, and establish automated client communication touchpoints. They focus on automating state- or province-specific estate planning, asset tracking schedules, and court filing requirements to reduce manual data entry.
Modern implementation services configure all-in-one solutions like Quillogic that link client communication channels, like secure intake portals, directly with document management storage. This ensures every client message and generated document never gets lost.
Estate planning and automation software that provide tailored onboarding work directly with your practice to mirror your firm's specific workflows, checklists, approval hierarchies, and court filing procedures. Rather than forcing a rigid system, they configure custom conditional logic and automated task handoffs suited to your exact probate workflow.
- 75% Time Reduction: Drastically reduces manual admin hours spent per estate file.
- 80% Revenue Optimization: Optimizes high-volume files that drive core firm revenues.
- 48-Hour Rollout: Rapid onboarding requiring just 1 hour of team training.
You can sign up online and create an account. However, before completing your intake, you must select and connect with a legal professional through the directory, or join via an invitation link sent directly by your lawyer.

For clients planning their estate

A Will is a legal document that specifies how your assets, property, and personal belongings should be distributed after your death. Having a Will ensures your wishes are respected, appoints an Executor to manage your estate, and allows you to name legal guardians for any minor children. Without a Will, provincial law determines who receives your assets and who administers your estate, which can lead to delays, higher legal fees, and administrative complications for your family.
A Power of Attorney (POA) grants a trusted person (your Appointee) legal authority to make financial and administrative decisions on your behalf while you are still alive, particularly if you become incapacitated or unable to handle matters yourself. In contrast, a Will only takes effect after your death. A POA automatically terminates upon your death, at which point your Will takes over.
An Executor is the individual or trust company you appoint in your Will to carry out your final wishes. Their responsibilities include locating and securing estate assets, settling outstanding debts and taxes, filing final tax returns, and distributing the remaining assets to your named beneficiaries according to your Will.
A Healthcare Directive outlines your preferences for medical treatment and end-of-life care if you become unable to communicate decisions yourself. Within this document, you appoint a Medical Proxy—a trusted individual authorized to consult with healthcare providers and make medical decisions on your behalf according to your expressed wishes or guidance.
An Appointee is the representative named in your Power of Attorney to handle your financial and legal affairs.
- All-Encompassing Powers: Grants your Appointee broad authority to handle virtually all financial and administrative matters, including managing bank accounts, real estate, investments, and paying bills.
- Limited Powers: Restricts the Appointee’s authority to specific tasks or timeframes, such as selling a specific property or managing assets while you are traveling abroad.
The Smart Client Intake is a secure, interactive online workflow that guides you step-by-step through providing family details, asset information, and estate preferences. It automatically adapts questions based on your unique situation, saving you time and ensuring your legal professional receives accurate, structured information to draft your estate documents efficiently.
No. Quillogic is an intake and drafting tool that supports you and your lawyer, it does not provide legal advice or create a legally binding document on its own. Your lawyer must draft, review, approve, and coordinate a formal signing ceremony for your documents to be legally valid.
Documents are signed via a physical ("wet") paper signing ceremony arranged by your lawyer. Once executed, your lawyer scans, attests, and uploads the signed original to your account dashboard. Documents can also be signed in British Columbia using Docusign, through the Quillogic platform.
Yes. Quillogic prioritizes data privacy and security, keeping sensitive legal records encrypted and safely stored on Canadian-hosted servers.

For legal professionals

Quillogic is purpose-built for legal teams drafting wills, powers of attorney, and healthcare directives. It offers enterprise-grade document assembly, dynamic clause libraries, conditional drafting rules, and strict access controls to ensure speed without compromising security.
Deploy a client portal equipped with bank-grade encryption, two-factor authentication (2FA), and zero-knowledge data architecture. This provides clients with a convenient, modern interface for completing intake forms and reviewing drafts while ensuring sensitive personal assets remain strictly protected.
Platforms like Quillogic let law firms upload their existing Word templates and map intelligent fields directly to digital client intake forms. Once a client completes the intake, their information automatically populates wills, powers of attorney, and healthcare directives without any manual retyping.
You can eliminate hours of administrative overhead by replacing static PDFs with interactive client intake portals and automated document generation. By letting clients enter their own biographical and family data online, your team instantly generates complete first-draft estate packages with a single click.
Quillogic maintains strict compliance with Canadian data sovereignty laws by hosting all sensitive client intake data, document drafts, and firm records exclusively on encrypted servers located within Canada. Your data never leaves Canadian jurisdiction and is protected by industry-standard encryption protocols both in transit and at rest.
Traditional estate workflows take over 90 minutes per file (~$450 in time cost per will) due to manual intake, clause-by-clause drafting, error checking, and signing coordination. Quillogic automates these administrative tasks so firms can scale efficiently without turning away clients.
Quillogic generates a tamper-proof cryptographic fingerprint (SHA-256 hash) for both draft documents and final signed PDF scans. This unique digital hash creates an immutable record of custody that verifies document integrity and proves the file has not been altered or tampered with since its generation or signing.
The Execution Package is a complete, post-intake document suite generated for the client. It includes the finalized draft legal documents (Wills, POAs, Healthcare Directives) alongside a step-by-step ceremony guide and checklist that provides clear instructions for proper witnessing, signing, and physical document execution according to provincial requirements.
1. Phase 1: Discovery: Evaluating firm workflow requirements.
2. Phase 2: Clause and Template Update: Mapping firm clauses and custom templates.
3. Phase 3: Team Onboarding & Full Rollout: Staff training and platform launch.
Apply at quillogic.com with your professional credentials and bar information. Upon review and firm confirmation, you can invite clients directly by email, create client profiles manually, or accept client requests submitted through the public directory.
Client intake responses auto-populate structured document templates. You can review and edit each section, pull clauses from System, Firm, or Personal libraries, customize tokenized placeholders, or generate draft clause wording using the built-in AI assistant.
- Saskatchewan: Full support for Wills, POAs, and Healthcare Directives.
- British Columbia: Will generation is supported. Witnessing rules (2 witnesses, age 19+) are enforced by the app.
During the wet-signing process, the platform generates an execution package with a ceremony checklist. After the ceremony, you upload the scanned PDF. Quillogic applies a cryptographic SHA-256 fingerprint to both the generated draft and the signed scan to ensure tamper-proof custody tracking and permanent record locking.
Client data remains with the firm. When a lawyer departs, their assigned clients enter the firm's reassignment queue on the Firm Dashboard, where an admin can reassign them to another legal professional.
You can request a personalized demo directly on the Quillogic website by selecting "Book a Demo" or reaching out to our sales team. We’ll walk your team through custom template setup, client intake workflows, and data management tailored to your practice size.
Yes. Quillogic’s onboarding team assists in converting your existing Microsoft Word templates into dynamic, reusable legal digital templates that retain your firm's exact formatting, headers, and preferred legal language.
Yes, Quillogic offers free trial periods and guided sandbox environments for legal teams. This allows your firm to test client intake features, build trial documents from templates, and review workflow automation before signing a subscription.
You can book a 30-minute product tour at quillogic.com/demo or contact the team directly at [email protected]

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Estate planning and administration,all in one place