Estate Planning Software for Attorneys

Estate planning software enables you to better protect your client’s legacy by making it easy to draft airtight living wills, trusts, and advanced healthcare directives. CARET Legal’s practice management platform has built-in estate planning software features tailored to support your firm through constantly changing tax laws, sensitive family dynamics, and more.

estate planning attorney working on a case

Estate planning software that ensures your clients’ interests are protected and risk is minimized

Clients solicit your advice and expertise to protect their wealth, avoid ambiguity, assure their wishes, and avoid contests in court. Tracking these details with a patchwork of generic tools not only wastes time — it’s costing you.

Efficiently collecting information through intelligent forms, guiding clients through asset transfers, communicating at every turn, and generating signature-ready documents is what estate planning software should help accomplish. Thousands of attorneys are saving time with a purpose-built practice suite that automates tasks and reduces clerical and administrative tasks.

Matter dashboard in CARET Legal

The Best Estate Planning Software Includes These Features

Inside CARET Legal, each of these practice management features can be customized to fit the processes of a typical estate planning firm.

Client Intake & Management

Case intake screens capture well-organized client information and set in motion workflows for paralegals and support staff to prepare accurate legal forms and precise follow-up events. With our estate planning case management software, you can create alert reports for case status, chronology, deadlines, and more to support each case.

Legal Calendaring

Update your schedule and make your case calendar visible to whoever needs it. When unexpected situations make changes inevitable, legal calendaring software makes it easy to alert any impacted parties and proceed accordingly. It also integrates with Google Calendar and Office 365.

Time & Billing Activities

Native trust accounting capabilities make it easy to create accurate invoices, streamline your pre-bill review, and avoid recreating time entries. Automatically generate professional, templated invoices for any fee arrangement or billing schedule and enable e-payments to shorten the collections cycle.

Automated workflows for estate planning

Provide best-in-class service to clients with a streamlined approach to managing their estate plans. Automatically create, track, and manage all of your estate planning tasks such as document preparation, client communication, and appointment scheduling.  

Estate Planning Software FAQs

Estate planning software for attorneys (often referred to as trust software and/or will drafting software) is a customized legal practice management platform that helps lawyers, paralegals, and administrators manage firm activities and exceed client expectations. It should include specific features like contingency billing and convenient intake forms and templates for estate planning documents that include wills, trusts, probates, and more.

Estate planning software is a single source of truth for attorneys who are managing multiple estate and trust cases. It’s capable of case and client management, court procedure and deadline tracking, repetitive task automation, collaboration, reporting, time and billing logistics, payments, and business accounting.

As an estate planning attorney, you’re often dealing with delicate, end-of-life matters, or answering a ton of questions from worried parents starting new families. CARET Legal estate planning software simplifies how you manage your firm, giving you back the time you need to develop client rapport.

Yes! Our legal practice management software allows you to capture expenses and easily recover them at settlement. With additional features like intake forms, custom fields, and Caseway client portal you can have a custom estate planning experience while not being limited to cases of that type.

Further reading

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