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Resources Estate Planning Software: A Comprehensive Guide One major task that legal firms handle is helping with estate planning. Estate planning is important in helping clients set out their wishes regarding their assets and property for when they pass away or become incapacitated. Of course, estate planning involves dealing with sensitive information and ensuring the clarity and conciseness of documents so that the probate process can be handled in the most straightforward manner.Estate planning software supports the planning process from start to finish and leads to better outcomes for the client and the attorney.In this guide, we’ll go over the benefits of estate planning software as well as talk about what to look for when choosing one. We’ll also list some of the best estate planning software on the market that law firms can implement.Attorney Estate Planning Software OptionsEstate planning software supports law firms in assisting clients in planning for the event of their death or incapacitation. This includes preserving and protecting their assets, ensuring minor children’s desired custodial arrangements, and limiting taxes.Estate planning software serves as a centralized platform where you can collect and track the documents and information you need about the following:Power of AttorneyTrustsProbateWillsAdditionally, estate planning software can speed up the following processes:Creating a Will, Power of Attorney, and other estate planning documentsSettling estate taxesNaming beneficiaries and executorsSetting up trustsPlanning charitable donationsAttorneys utilizing estate planning software can expect their work to be more accurate and completed at a faster rate. The software can also help attorneys streamline

Their goals for the day so everything is more organized.Moreover, estate planning tools should provide innovative features, such as templates for common estate planning documents and convenient intake forms.Benefits of Estate Planning Software for AttorneysIn a nutshell, estate planning helps legal professionals create basic or complex estate plans to meet their client’s needs faster and easier compared to manual processes. The table summarizes the main benefits of acquiring estate planning software:BenefitPurposeAutomated ProcessesSpeeds up everything because the software handles typical estate planning processes digitally and can automate certain tasks (e.g., document creation, filling in client information, etc.)Intuitive Legal TechnologyMany estate planning software offerings have intuitive features such as client-friendly documents (e.g., Beyond Counsel’s software translates documents into first-person language), the ability to quickly make changes as per client needs, perform spelling and grammar checks, and more.Meeting Client DemandsDocuments are drafted based on the client’s preferences. This means they are customized depending on what your client needs and expects.SecurityHelps protect sensitive information necessary for estate planning with features such as a secure intake portal.Cost-EffectivenessEstate planning software can streamline the document creation process, resulting in fewer overall costs for the firm and client.Simplification of the ProcessThe process is simplified to allow your clients to better understand how estate planning works.Automated ProcessesTo help avoid the plague of human error, estate planning software is able to autofill client details and boilerplate document terms, ensuring complete document accuracy every single time. Further, these automations save time, as the attorney doesn’t have to manually enter client information

Estate planning processes. It also allows automated scheduling.ProsQuick automation of document scheduling and calendaringEstablished reputationSave time and costConsSubscriptions get more expensive as you increase your levelCounselProSourceCounselPro is an estate planning software built on Actionstep. Estate planning experts designed this software, which is maintained and checked by the Academy’s technology and education departments.CounselPro allows easy work planning, ensuring clients get the service they deserve. It features end-to-end solutions to provide you with all the tools you need for your clients. A few features of CounselPro include:Document assembly is fully automated to simplify estate plansComplete client information management, which also includes asset inventoriesEffective client communication tools to create automated reminders and updatesEasy seminar management because of its marketing optimization toolsOffice workflow management to prevent bottlenecksAppointment scheduling tools, including quick monitoring of schedule changes and cancellationsAll of these features make it easy for firms to use in order to assist clients with estate planning.ProsIntuitive interfaceComplete tools to make your lives easierReduced time in managing client information because of a multitude of client-based toolsConsSome features might require a learning curveIt’s more expensive than other estate planning softwareHow to Implement Cloud-Based Estate Planning SoftwareCloud-based estate planning software ensures all aspects of estate planning are kept in one place.If you’re looking for effective ways to implement cloud-based estate planning software for your law firm, you need to think about several considerations. For instance, you’ll need to think about your integration and development approach.Various estate planning software also has different approaches to integration and development. It’s either