Estate planning software

Author: f | 2025-04-24

What Is Estate Planning Software? Estate planning software is a tool that can be used to help you create and manage your estate plan. This type of software can be used to help you keep track of your assets, liabilities, and expenses. This software can be a valuable tool for individuals, families estate planning attorneys. What Is Estate Planning Software? Estate planning software is a tool that can be used to help you create and manage your estate plan. This type of software can be used to help you keep track of your assets, liabilities, and expenses. This software can be a valuable tool for individuals, families estate planning attorneys.

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Resources Estate Planning Software: A Comprehensive Guide One major task that legal firms handle is helping with estate planning. Estate planning is important in helping clients set out their wishes regarding their assets and property for when they pass away or become incapacitated. Of course, estate planning involves dealing with sensitive information and ensuring the clarity and conciseness of documents so that the probate process can be handled in the most straightforward manner.Estate planning software supports the planning process from start to finish and leads to better outcomes for the client and the attorney.In this guide, we’ll go over the benefits of estate planning software as well as talk about what to look for when choosing one. We’ll also list some of the best estate planning software on the market that law firms can implement.Attorney Estate Planning Software OptionsEstate planning software supports law firms in assisting clients in planning for the event of their death or incapacitation. This includes preserving and protecting their assets, ensuring minor children’s desired custodial arrangements, and limiting taxes.Estate planning software serves as a centralized platform where you can collect and track the documents and information you need about the following:Power of AttorneyTrustsProbateWillsAdditionally, estate planning software can speed up the following processes:Creating a Will, Power of Attorney, and other estate planning documentsSettling estate taxesNaming beneficiaries and executorsSetting up trustsPlanning charitable donationsAttorneys utilizing estate planning software can expect their work to be more accurate and completed at a faster rate. The software can also help attorneys streamline

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Their goals for the day so everything is more organized.Moreover, estate planning tools should provide innovative features, such as templates for common estate planning documents and convenient intake forms.Benefits of Estate Planning Software for AttorneysIn a nutshell, estate planning helps legal professionals create basic or complex estate plans to meet their client’s needs faster and easier compared to manual processes. The table summarizes the main benefits of acquiring estate planning software:BenefitPurposeAutomated ProcessesSpeeds up everything because the software handles typical estate planning processes digitally and can automate certain tasks (e.g., document creation, filling in client information, etc.)Intuitive Legal TechnologyMany estate planning software offerings have intuitive features such as client-friendly documents (e.g., Beyond Counsel’s software translates documents into first-person language), the ability to quickly make changes as per client needs, perform spelling and grammar checks, and more.Meeting Client DemandsDocuments are drafted based on the client’s preferences. This means they are customized depending on what your client needs and expects.SecurityHelps protect sensitive information necessary for estate planning with features such as a secure intake portal.Cost-EffectivenessEstate planning software can streamline the document creation process, resulting in fewer overall costs for the firm and client.Simplification of the ProcessThe process is simplified to allow your clients to better understand how estate planning works.Automated ProcessesTo help avoid the plague of human error, estate planning software is able to autofill client details and boilerplate document terms, ensuring complete document accuracy every single time. Further, these automations save time, as the attorney doesn’t have to manually enter client information

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Law society; data breaches can also lead to significant monetary loss for your firm, including fines and even the potential for your firm to be shut down due to non-compliance.Will It Make Your Job Easier?Different estate planning software offers different benefits that can help simplify processes for legal teams.For instance, some software allows for electronic signature capture. This can reduce the number of in-person meetings required and speed up the time it takes to get client authorization.Another popular feature of attorney estate planning software is secure online intake forms. Since everyone is using the internet to find services these days, whether through word of mouth via social media or a quick search on Google, having a way to streamline client intake via your firm’s website is paramount. With a secure intake form facilitated by estate planning software, an attorney gets the information they need to proceed with the client’s case, eliminating the need for a lengthy discovery phone call.It’s important that when selecting estate planning software, you match features to solutions and think about how these features can make your job easier and more effective.Does it Have Reliable Customer Support?It’s possible to experience technical issues with any software. That’s why it’s important to find a software vendor that can provide reliable customer support, so you can continue providing clients with dependable service.This is also important for ensuring that your team understands how to navigate the software. When you’re initially setting up an estate planning software in your firm, choosing software. What Is Estate Planning Software? Estate planning software is a tool that can be used to help you create and manage your estate plan. This type of software can be used to help you keep track of your assets, liabilities, and expenses. This software can be a valuable tool for individuals, families estate planning attorneys.

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Estate planning processes. It also allows automated scheduling.ProsQuick automation of document scheduling and calendaringEstablished reputationSave time and costConsSubscriptions get more expensive as you increase your levelCounselProSourceCounselPro is an estate planning software built on Actionstep. Estate planning experts designed this software, which is maintained and checked by the Academy’s technology and education departments.CounselPro allows easy work planning, ensuring clients get the service they deserve. It features end-to-end solutions to provide you with all the tools you need for your clients. A few features of CounselPro include:Document assembly is fully automated to simplify estate plansComplete client information management, which also includes asset inventoriesEffective client communication tools to create automated reminders and updatesEasy seminar management because of its marketing optimization toolsOffice workflow management to prevent bottlenecksAppointment scheduling tools, including quick monitoring of schedule changes and cancellationsAll of these features make it easy for firms to use in order to assist clients with estate planning.ProsIntuitive interfaceComplete tools to make your lives easierReduced time in managing client information because of a multitude of client-based toolsConsSome features might require a learning curveIt’s more expensive than other estate planning softwareHow to Implement Cloud-Based Estate Planning SoftwareCloud-based estate planning software ensures all aspects of estate planning are kept in one place.If you’re looking for effective ways to implement cloud-based estate planning software for your law firm, you need to think about several considerations. For instance, you’ll need to think about your integration and development approach.Various estate planning software also has different approaches to integration and development. It’s either

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That has a solid onboarding process makes the implementation process easier.Best Estate Planning Software for LawyersA good estate planning software for lawyers should offer reliable customer support, promote effective time management, and simplify processes. Out of the many estate planning software options available, a few that meet these criteria and offer additional benefits to firms include:ClioMyCaseAmicus AttorneyBeyond ChannelCounselProHere’s a deeper look at each of these software types and their pros and cons.ClioSourceOne system that offers great estate planning software is Clio It’s a web-based legal practice management software that promotes better streamlining of workload for improved efficiency and productivity. However, it also offers specific estate planning services.With Clio, you can replace multiple systems into one system that enables the simultaneous performance of various operations. A few key aspects of their estate planning services include:Standardizing information collectionConnecting with other estate planning software, such as WealthCounselKeeping documents organizedClio also has an impressive integration library, including pricing software like AltFee.Start Earning More Revenue with Fixed FeesBreak free from hourly pricing and take the fear out of scoping and pricing client projects to start maximizing profitability.Book A DemoProsUser-friendly interfaceEasy transmission of all your clients into the softwareBig app integration library available.Promotes easy billing cycles because of payment, invoicing, and billing integrationConsDocument management has a bit of a learning curveBudgeting, and case management could be improved in their standalone offeringMyCaseSourceAnother option for small firms and solo practitioners is MyCase. It’s an all-in-one estate planning software that promotes security and efficiency in case management. MyCase can

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Secure is through security features such as data encryption (while it’s moving and at rest) as well as built-in enterprise threat detection. These typical security technologies ensure that client information remains safe while still allowing attorneys the convenience of instant document access through the cloud.Cost-EffectivenessEstate planning software reduces mistakes and possible errors, which not only saves time, it contributes to reducing overall costs for your firm.One way that these types of software can help save time and money for firms is by streamlining the intake process. Estate planning software allows clients to submit and sign documents through a secure portal, reducing the need to come into the office and meet physically with lawyers.That can help reduce time spent working on a particular client and can also reduce the costs associated with in-person meetings.Simplification of the ProcessThe entire process of estate planning is simplified thanks to efficient estate planning software. These legal software solutions are designed to be simple enough to be used and managed by attorneys, assistants, or other legal professionals.One way estate planning software can simplify processes for attorneys is by allowing automated template generation. These templates are either included in the estate planning software as default documents or created by attorneys themselves. Using a template as a starting point rather than drafting a new document from scratch every time is a huge time savings in and of itself, but combined with the ability to drop in boilerplate terms and autofill client details further contributes to administrative time savings.Start

Software for automated estate planning documents and estate

Of these shifts is a preference toward technology, like using video conferencing for face-to-face interactions over in-person. According to the 2021 Legal Trends Report from Clio, more than half of clients prefer tech-enabled interactions over in-person across all touchpoints during the attorney-client relationship.This means that even during an important process like estate planning, clients expect the attorney to use software to interact with them.With the help of estate planning software, estate planning documents are easier to draft and can easily be changed later on as the client experiences major life events (e.g., marriage, adoption, house purchase, etc.) that make it necessary to alter these documents.Further, many attorney estate planning software offerings allow instant access online, making it easy for attorneys to access client documents on the go. Further, interactive features such as eState Planner’s interactive Will planning facilitate easy collaboration between attorney and client as the document is built out.When clients are able to see their assets and finances displayed in an easy-to-read way, it reduces confusion and feelings of being overwhelmed and instead shifts the focus to the task at hand, which is ensuring their wishes are properly documented.SecurityEstate planning involves a client’s sensitive information that should be confidential at all costs. Leaking this data can be devastating both to the client and the attorney. Typical estate planning information can include the following personal details that should not be compromised:Family relationshipsMedical historyLogbooks and title deedsFinancial assets and recordsOne of the main ways that estate planning software keeps client information. What Is Estate Planning Software? Estate planning software is a tool that can be used to help you create and manage your estate plan. This type of software can be used to help you keep track of your assets, liabilities, and expenses. This software can be a valuable tool for individuals, families estate planning attorneys. What Is Estate Planning Software? Estate planning software is a tool that can be used to help you create and manage your estate plan. This type of software can be used to help you keep track of your assets, liabilities, and expenses. This software can be a valuable tool for individuals, families estate planning attorneys.

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Estate Planning Software Clients rely on estate planning attorneys for guidance and expertise during life’s pivotal moments. With a comprehensive set of tools including automated matter workflows, Actionstep’s estate planning software empowers lawyers to focus on supporting clients at every stage of their life journey. Why Actionstep works for estate planning law firms The best estate planning legal practice management platform for lawyers and the entire team of professionals helping your clients on their estate planning journey. Automate estate planning workflows Keep your work moving forward with automated workflows that provide step-by-step matter process, eliminating the need to manually complete tasks. Tailored workflows offer your firm a reliable, structured approach, ensuring visibility into the progress of every intricate estate planning matter. Workflow Automation Build lasting client relationships Estate planning lawyers recognize the importance of cultivating robust client connections. Engage meaningfully with your clients leveraging Actionstep’s client management capabilities that helps you foresee crucial events to deliver exceptional service. These connections not only enhance the probability of client recommendations but also foster referrals within family and beneficiary networks. Client Relationship Management Ensure secure and accurate client records Estate planning firms retain significant, highly sensitive financial and personal data for their clients, so accuracy and security are critical. With Actionstep, get a secure and centralized repository to store and organize all client data and files. Have confidence, assuring both your clients and your firm that every detail is accurate, current, and shielded by bank-grade security measures. Data Management Powerful document automation and management Pull data from estate planning matters into preconfigured will, trust, or other estate planning document templates with one click using Actionstep’s advanced document automation. Leverage document management features to store files of any type within your matters, and search capabilities that let you quickly locate documents in Actionstep. You can even open, edit, and save documents in Actionstep directly from Microsoft Word. Document Management “Actionstep makes it simple for your estate planning firm to build a steady flow of revenue from both new and current clients. With built-in Marketing tools, you can more effectively engage, track, and convert prospects. Actionstep’s Client Management and Workflow features help you generate more incoming work from your current client base through additional matters and referrals. Automatically contact clients at regular intervals and key estate planning moments, ensuring you never miss an opportunity. I would do it again in a heartbeat. It has been the best thing that we ever did, the easiest software that we’ve ever used, the easiest to teach. It has really been a game changer.” How Actionstep works for your firm Who we help Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice

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Alleviate high caseloads and poor client communication, ensuring outstanding estate planning operations.One key feature of MyCase is its centralized document storage system. This allows legal teams to collect and store client documents throughout the estate planning process. The system keeps documents secure and organized in one location so that it’s easy for attorneys to access them when they need.ProsEffective accounting leads to reduced errors and consequencesBetter client managementScheduling is improved, reducing the risk of missing appointmentsConsWorkflow can still be improvedIntegrations are not simple to implementAmicus AttorneySourceA legal practice management solution on the cloud and on-site is Amicus Attorney. This estate plan software streamlines case lifecycles⁠—from document creation to invoice raising for clients.This software simplifies the estate planning process through automation, which helps reduce errors and improve accuracy. On top of that, it can be integrated with calendars to ensure that attorneys have client files ready to go at the right time.ProsEfficient calendaringKeeps all contacts, documents, and emails in a single placeAllows automation of documents with easeConsNo partner channel availablePoor product supportBeyond CounselSourceBeyond Counsel has been in the estate planning industry for more than 15 years. It has served more than 100,000 clients and produced at least a million documents.One unique feature of this software is the subscription models at different levels. These subscriptions increase value or price with every level included. Beyond Counsel’s estate plan software involves workflow management and estate plan drafting, and legal education.What sets Beyond Counsel apart is its ability to ensure automated workflow to speed up. What Is Estate Planning Software? Estate planning software is a tool that can be used to help you create and manage your estate plan. This type of software can be used to help you keep track of your assets, liabilities, and expenses. This software can be a valuable tool for individuals, families estate planning attorneys.

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Or search for a term to copy/paste into the relevant document.What’s more, attorney estate planning software ensures all files and related documents are easily accessible from a centralized digital platform.This improves the overall efficiency of the planning process. It also allows attorneys to spend much more valuable time with their clients, which helps improve attorney client relations.Intuitive Legal TechnologyNow that most businesses are turning digital, the legal industry has also embraced online technology. A 2022 survey revealed that legal technology is driving greater resilience, improved client relations, and higher performance across law firms.Estate planning isn’t excused from this, either. One way that using estate planning software can help produce better client relations and higher performance is that it allows attorneys to collect e-signatures for their documents. As a result, it becomes easier for lawyers to get authorization from clients and for clients to sign necessary documents.Despite this benefit, remember that in many jurisdictions, estate planning is one of the legal practice areas that still requires documents to be signed in front of a lawyer. So, even though e-signatures are possible in some situations, there may still be a need to schedule additional meetings with clients in order to stay compliant with regulations and local laws.An intuitive estate planning software solution should also integrate with the firm’s scheduling software of choice so that attorneys and clients remain up-to-date with upcoming appointments and deadlines.Meeting Client DemandsClient expectations have shifted when it comes to how they expect to interact with their attorney. One