Top-rated Will and Estate Planning Law 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.

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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.

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Both help manage the legal aspects of planning for a client’s future, but they focus on different parts of the process.

• Wills and Trusts Software: This software is specifically designed to create and manage legal documents such as wills, trusts, and powers of attorney. Clio helps streamline this process by integrating with tools like WealthCounsel to draft customized estate plans and organize documents for easy access.
• Estate Planning Software: Estate planning legal software offers a broader suite of tools to support the entire estate planning process, from client intake to document management. Beyond wills and trusts, it can also handle case management, billing, and client communication. Clio enhances this process by offering customizable fields for tracking client information, time tracking, and billing, providing a comprehensive solution for managing these complex cases.
  

Both types of software share the common goal of managing client data, creating legal documents, and tracking progress. The key difference is that wills and trusts software focuses specifically on document drafting, while estate planning law firm software encompasses a wider range of tools for managing all aspects of the estate planning process. When integrated, both types of software can provide a seamless workflow for estate planning attorneys.

Clio’s software for estate planning offers a comprehensive suite of features tailored for attorneys specializing in wills and trusts:

• Customizable Information Fields: Create custom fields to track essential client data, such as dates of birth, marriage, and death, ensuring all relevant details are readily available.
• Integration with Estate Planning Tools: Sync your Clio account with tools like WealthCounsel to efficiently draft personalized estate plans.
• Centralized Document Management: Organize and store important estate planning documents like wills and trusts in a central location for easy access.
• Document Automation: Automate the creation of wills, trusts, and power of attorney documents with Clio Draft, reducing time spent on manual drafting and ensuring accuracy through templated documents.
• Flexible Billing and Payment Options: Track billable hours, charge flat fees for routine cases, or bill hourly for more complex matters, and receive payments faster with integrated online payment solutions.
• Client Intake and Relationship Management: Automate client intake processes with customizable online intake forms and manage client relationships effectively.
• Task and Calendar Management: Stay organized with tools to manage tasks and appointments, ensuring timely follow-ups and deadlines.
• Secure Client Communications: Maintaining secure communication channels with clients enhances trust and confidentiality.
  

These features streamline the estate planning process, helping attorneys focus more on providing quality legal services to their clients.

Yes. Clio integrates directly with Wealthcounsel so you can draft customized estate plans without the hassle of duplicate data entry.

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.

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.

Clio offers comprehensive client intake and CRM solutions tailored for estate planning law practices. Through Clio Grow, estate planning law firms can streamline onboarding with features such as customizable online intake forms, automated client communication, secure e-signature collection, and integrated scheduling. These tools facilitate efficient client management and enhance the overall client experience.

Clio is considered one of the best estate planning solutions for attorneys due to its comprehensive, all-in-one platform that improves efficiency and client satisfaction. Key reasons include:

• All-in-One Platform: Clio combines client intake, document management, billing, and task management into a single solution, streamlining workflows and reducing administrative burden for estate planning attorneys.
• Seamless Integration: With integrations like WealthCounsel, Clio allows estate planning professionals to draft documents and manage data without duplicating efforts, saving time and ensuring accuracy.
• Customizable Client Management: Clio offers customizable fields to track specific client details, ensuring that all relevant information for estate plans is captured and easily accessible.
• Efficiency in Billing: Attorneys can manage hourly and flat-fee billing with Clio, providing flexibility for various types of estate planning cases and receiving payments faster with integrated payment solutions.
• Secure Communication and Document Sharing: Clio ensures confidential client communication and document sharing with secure, encrypted channels, helping maintain trust and meet compliance standards.
  

These features, combined with Clio’s user-friendly interface, make it an ideal choice for attorneys looking to efficiently manage their estate planning practice while providing their clients the highest level of service.

To choose the best will and trust software for your firm, consider the following steps:

1. Assess Your Firm’s Needs: Identify the specific features your firm requires, such as customizable case management, client intake processes, and document management. Clio offers flexibility with customizable fields to securely track client data and store important estate planning documents.
2. Look for Integration with Estate Planning Tools: Ensure the software integrates with industry-specific tools like WealthCounsel. This will allow for seamless document drafting and data management, eliminating duplicate entries.
3. Evaluate Billing and Payment Solutions: Choose software that supports various billing models, hourly or flat fees. Clio’s integrated billing and payment features help you track time efficiently and get paid faster.
4. Consider Ease of Use: Select software that simplifies administrative tasks, such as managing client relationships, tracking deadlines, and automating document generation. Clio’s user-friendly interface and task management features help streamline these processes.
5. Ensure Secure Communication and Document Sharing: Data privacy and security are critical in estate planning. Data privacy and security are critical in estate planning. Clio secures client communications and document storage, ensuring secure handling of sensitive information.
   

By following these steps and evaluating the features of Clio, you can select software for wills and trust that enhances efficiency, improves client service, and meets the unique needs of your estate planning practice.

Clio integrates with several applications tailored for estate planning, enhancing your firm’s efficiency and service quality. Notable integrations include:

• WealthCounsel: This platform offers legal document drafting software, professional learning, and practice-building resources for attorneys. The integration allows seamless synchronization of contacts and matters between Clio and WealthCounsel, facilitating efficient estate plan drafting.
• Estateably: Specializing in probate administration and fiduciary accounting, Estateably integrates with Clio to streamline estate matter management and fiduciary accounting processes. This integration enables the creation of estate matters in Clio and the importation of executor and beneficiary information into Estateably.
• DCS (Directive Communication Systems): DCS offers a secure platform for managing digital assets and accounts. The integration with Clio allows importing client contact information, ensuring secure account management and smooth estate administration.
• Rest: Rest provides an online estate planning experience with a step-by-step onboarding portal. The integration with Clio enables the capture of intake data for drafting in a digital-friendly format, syncing with drafting software and practice management tools.
• Yourefolio: This platform offers comprehensive estate and legacy planning software. The integration with Clio allows for seamless data transfer, facilitating efficient estate planning processes.
  

These integrations work seamlessly with Clio, enhancing your firm’s estate planning and administration capabilities.