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.
Learn MoreConnect with estate planning-specific tools
Sync your Clio account with tools like WealthCounsel to quickly and easily draft customized estate plans for your clients.
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 from anywhere.
- Will Estate Planning Software
- Will Estate Planning Software Programs
- Will Estate Planning Software For Financial Planners
Streamline your billing and payments process
Will Estate Planning Software
Will Estate Planning Software Programs
Easily create bills and get paid faster for estate planning cases.
Smokeball is legal estate planning software for attorneys with a library of documents built by attorneys and other legal professionals. Our advanced document automation is designed for your estate planning practice. Using Smokeball as your estate planning software means that there is one single place for storage of all estate information. Their estate plan software includes estate plan drafting, workflow management, and legal education. When there is no automation or workflow set up to flag time-sensitive items, it costs the firm reputation, time, and money. Think of how this estate planning software will save you and attorneys at your firm time and money. Online Will & Estate Planning Software Smart Estate Planning Made Simple By guiding you through the estate planning process, Estate Guru helps you create high quality documents that ensure your wishes are accurately carried out. Start for Free Watch Video.
Will Estate Planning Software For Financial Planners
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.
Learn MoreBill 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 branded with your firm’s logo.
Learn MoreGet paid faster with credit card payments
Firms who accept credit card payments get paid 39% faster than those who accept payment by check. Send bills to estate planning clients by email, accept credit card payments online. Sync transactions seamlessly to Clio and third party accounting systems with Clio Payments.
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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.
Onboard clients from anywhere
Onboard estate planning clients from the comfort of their own homes with online intake and e-signatures.
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.