estate planning attorney working on a case

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.

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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.

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.

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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.

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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.

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