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CARET Legal Features

Our Legal Practice Management Software

Leave standalone software behind

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Manage all your cases in one place

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Real Estate Law

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1-30 Employees

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Get Streamlined Estate Planning Software for Attorneys

Estate planning software enables you to better protect your client’s legacy. With CARET Legal’s practice management platform, you can:

Save time and increase efficiency
Easily draft airtight living wills, trusts, and advanced healthcare directives
Streamline administrative tasks
Simplify the estate planning process for your clients

87% of lawyers report that technology has improved their day-to-day work by increasing productivity and efficiency while also reducing the risk of client attrition.

Source: The Wolters Kluwer Future Ready Lawyer

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 work.

The All-Inclusive Answer for a Firm That Needs Accessibility

When the pandemic hit, Berdon and the rest of the firm realized it was finally time to replace their existing practice management software, an on-premises solution they’d been relying on to run their accounting and more for decades. They decided to make the switch to CARET Legal, a cloud-based legal practice management tool that gave the firm the accessibility and flexibility it needed to operate in remote times.

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 organized client information and set workflows in motion for accurate legal form preparation and 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

Keep your schedule updated and share your case calendar easily with legal calendaring software. It allows you to alert any impacted parties and proceed accordingly when unexpected situations arise.

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

What is estate planning software?

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.

What does estate planning software do?

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.

Why is estate planning software important?

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.

Is CARET Legal made for estate planning attorneys?

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.

Ready to take your estate planning firm further?

Get started with a free trial to see how our legal practice management software helps firms like yours work smarter and maximize revenue.