Clio Features for Will and Estate Planning
Keep track of all the details you need for will and estate planning cases and clients with Clio Manage.
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Standardize information collection
Create custom fields in Clio Manage to keep key case and client information on hand, including dates of birth, dates of death, marriage dates, or whatever you need for your estate planning clients.
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Connect with estate planning-specific tools
Sync your Clio account with tools like WealthCounsel to quickly and easily draft customized estate plans for your clients.
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Keep estate planning documents organized
Keep wills, trusts, and other important client documents organized in a central location according to each case—and access them anywhere.
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Streamline your billing and payments process
Easily create individual or split bills and get paid faster for will and estate planning cases.
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Capture every billable minute
Use Clio’s time tracking features to record your work on estate planning cases in real-time. Know what you’re investing in cases, even if you charge flat fees.
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Bill the way that’s best for you
Charge flat fees for more routine wills, or bill hourly for more complex estate planning issues. Quickly create clear, professional bills (individual or split), and branded with your firm’s logo.
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Get paid faster with Clio’s built-in payments solution
Firms that accept online payments get paid 39% faster than those using traditional payment methods. Send bills to estate planning clients by email, and make it easy for them to pay online using credit, debit, or eCheck. Sync transactions seamlessly to Clio and third-party accounting systems with Clio Payments.
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Get more will and estate planning clients
Onboard estate will and trust clients efficiently and get more clients with Clio Grow.
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Tailor intake forms for estate planning cases
Create your own custom online intake forms for wills, trusts, powers of attorney, and more to easily collect the information you need.
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Onboard clients from anywhere
Onboard estate planning clients from the comfort of their own homes with online intake and e-signatures.
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Know where new clients come from
Keep track of how new clients find you and who’s referring estate planning clients to you, so you know your best sources of business.
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How to Choose an Estate Planning Software
The best wills, estate, and probate law software for attorneys is designed to increase your efficiency by cutting down your administrative tasks, so you can dedicate your valuable time to billable work.
Make a list of priorities—whether that’s onboarding new clients or automating billing processes—and match the software to your needs. With Clio Manage, you’ll be able to organize your work and keep track of everything through a straightforward dashboard, as well as communicate with clients and keep on top of meetings. Clio Grow can help estate planning attorneys grow their business with custom intake forms for wills, trusts, powers of attorney, and more.
Will and Trust Planning Software FAQs
What is will and estate planning software?
Will and estate law firm software (also known as will and trust planning software) is your central platform for collecting and tracking information and documents related to all types of estate planning cases, from wills and trusts to probate.
Cloud-based will and estate planning software options like Clio let you access key estate planning case information anywhere, allowing you to meet young families at their convenience or meet end-of-life clients at a hospital or home.
What does will and estate planning software do?
Will and estate planning (also known as probate software or will and trust software) streamlines the collection of client information, keeps your cases organized, and allows you to easily generate bills for cases. It cuts down on the administrative work of an estate planning practice so that you can focus on being there for your clients.
Does Clio integrate with Wealthcounsel?
Yes. Clio integrates directly with Wealthcounsel so you can draft customized estate plans without the hassle of duplicate data entry.
Can I charge flat fees for will and estate planning cases with Clio?
Yes. Clio Manage lets you charge flat fees or bill hourly for estate planning cases. You can set standard flat fees for different services according to what you offer, such as wills, living wills, or living trusts, using activity categories in Clio Manage.
What are the benefits of will and estate planning software?
Lawyers like yourself have much to benefit from using will and trust software in a legal practice management software like Clio Manage and Clio Grow. This is because with Clio, you can accomplish more—from one central place.
Not only will you be able to communicate effectively with clients from anywhere, but also Clio can help keep your cases and documents organized. With Clio, you can do more billable work, take the guesswork out of business decisions, and deliver the service your clients want.
With Clio Grow, you can attract and retain new clients online—even while working remotely. Clio Grow lets you automate your client intake process, schedule consultations, accept payments online, and automate emails and redundant tasks.
Estate Planning Law Software Reviews
Hear what other lawyers have to say about Clio's software for estate planning law firms.
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