Estate Planning Software for Attorneys

Estate planning practice management software that helps you draft documents that protect your client’s legacy

Satisfied clients are your number one goal. Drafting airtight living wills, trusts, and advanced healthcare directives fulfills your clients’ wishes and facilitates how estate plans are executed. CARET Legal’s estate planning software is tailored to support your firm and solve your unique challenges of protecting your client’s legacy.

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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.

Best Overall in Case Management Software

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. After using Clio, MyCase, and PracticePanther at various points in my career, none of the CMS programs on the market have come close to CARET Legal’s comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend.

Kit C.

Senior Managing Partner

Estate Planning Software That Automates Your Workflows

Exceptional client service is what distinguishes estate planning firms. Efficiently collecting information, guiding clients through asset transfers, communicating at every turn, and generating signature-ready estate plans without extra effort is what your legal practice management software should deliver. Thousands of estate planning attorneys are going the extra mile for their clients by saving time with a purpose-built practice suite that automates tasks, simplifies follow-up, and reduces clerical and administrative tasks.

CARET Legal’s estate planning practice management software assists attorneys who know that myriad details can hold up the closing of an estate. 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’s upcoming activities.

Legal Calendaring

Update your schedule and make your case calendar visible to your client and anyone on your team. When unexpected situations make changes inevitable, CARET Legal’s legal calendaring software makes it easy to alert any impacted parties and proceed accordingly. Google Calendar and Office 365 integrations put powerful organizational tools at your fingertips, enabling efficient client communications.

Time & Billing Activities

Intuitive and accurate billing as you go, including trust accounting capabilities, which are essential to creating 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.

The CARET Legal estate planning software module also makes common activities a cinch, by supporting easy to use:

Matter & Case Management

Estate planning case management software keeps each client’s information organized and consolidated in a single case file.

Task Automation

Use process automation to reduce the time and effort often associated with collecting title particulars, regulations, approvals, conveyance history, and more while organizing team responsibilities, and tracking consequential tasks with helpful reminders and deadline alerts.

Document Automation

Automatically generate letters, information requests, contracts, lease agreements, and even court filings without ever retyping the same information.

Payment Processing

Accurately capture application fees, courier charges, document production, and other expenses on a file — generate an invoice and accept credit card and ACH payments that your clients prefer.

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Estate Planning Software FAQs

1. What is estate planning software?

Estate planning software, like CARET Legal, is customized legal practice management software that helps attorneys manage their firm and exceed client expectations. It should include specific features, like convenient intake forms and templates for estate planning documents that include wills, trusts, probates, and more.

CARET Legal supports contingency billing and is HIPAA Compliant.

2. What does estate planning software do?

Estate planning software is the key component of a legal practice management system. It’s a single source of truth for attorneys who are managing multiple estate and trust cases. It’s capable of running almost every aspect of your firm, including but not limited to, case and client management, court procedure and deadline tracking, remote work enablement, repetitive task automation, internal and external communication, team collaboration, reporting, time and billing logistics, payments, and business accounting.

3. 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 Suitr estate planning software simplifies how you manage your firm, giving you back the time you need to develop client rapport.

4. Is CARET Legal made especially 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.

It can also help firms manage the following practice areas: