Estate Planning Software for Attorneys

Estate planning practice management 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 estate planning software is tailored to support your firm and solve the unique challenges of protecting a client’s livelihood.

estate planning attorney working on a case

Our estate planning software 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.

Matter dashboard in CARET Legal

Estate Planning Software That Automates Your Workflows

Efficiently collecting information, 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.

Some Features of our All-in-One Software Include

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.

Estate Planning Software FAQs

Estate planning software is customized legal practice management software that helps attorneys manage their firm 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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