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.
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 work.
Inside CARET Legal, each of these practice management features can be customized to fit the processes of a typical estate planning firm.
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.
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.
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.
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.
By implementing specialized tools and strategies, Family Law attorneys can efficiently manage their cases, ensuring precision and timely updates that support their clients’ best interests.
The continuous evolution of legal technology is not just a trend; it’s a fundamental shift in how legal services are delivered, managed, and experienced.
The ability to harness data analytics is rapidly becoming a key differentiator for law firms. With vast amounts of data generated from case management, billing,
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