Standardize information collection
Create custom fields in Clio Manage to keep key case and client information on hand, including dates of birth, dates of death, marriage dates, or whatever you need for your estate planning clients.
Learn MoreConnect with estate planning-specific tools
Sync your Clio account with tools like WealthCounsel to quickly and easily draft customized estate plans for your clients.
Keep estate planning documents organized
Keep wills, trusts, and other important client documents organized in a central location according to each case—and access them from anywhere.
DIY Will & Estate Planning Software March 14, 2011 by Larry Parman, Attorney at Law Many people find it to be rewarding to engage in do-it-yourself projects, and in recent years the practice has really grown by leaps and bounds. A complete Estate Plan for Your Entire Family Q uicken WillMaker & Living Trust 2020 is the easiest way to create your estate plan, whether you're just getting started or you want to update your previous arrangements. This powerful software guides you through the process from beginning to end, giving you the practical and legal information you. Estate planning involves many steps, and they were confused about what the steps all meant. They needed guidance and guardrails. So, we equipped Fidelity Financial Consultants to help people align their account information with the choices made in their estate plan. This already sounds like an end-to-end solution. Trust & Will is an online estate planning platform that allows you to create documents such as wills, trusts and guardianships. Trust & Will is available entirely online, so you won’t need to download software to your computer. When it comes to estate planning online, options tend to fall into one of two categories: will software or online will makers. Will software is typically paid for in advance, allowing you to download the program that you need to create your will, while online will makers are generally websites that are subscription based, requiring an annual.
Will Estate Planning Software For Attorneys
Streamline your billing and payments process
Easily create bills and get paid faster for estate planning cases.
Will Trust And Estate Planning Software
Capture every billable minute
Use Clio’s time tracking features to record your work on estate planning cases in real time. Know what you’re investing in cases, even if you charge flat fees.
Learn MoreBill the way that’s best for you
Charge flat fees for more routine wills, or bill hourly for more complex estate planning issues. Quickly create clear, professional bills branded with your firm’s logo.
Learn MoreGet paid faster with credit card payments
Firms who accept credit card payments get paid 39% faster than those who accept payment by check. Send bills to estate planning clients by email, accept credit card payments online. Sync transactions seamlessly to Clio and third party accounting systems with Clio Payments.
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Tailor intake forms for estate planning cases
Create your own custom online intake forms for wills, trusts, powers of attorney, and more to easily collect the information you need.
Onboard clients from anywhere
Onboard estate planning clients from the comfort of their own homes with online intake and e-signatures.
Know where new clients come from
Keep track of how new clients find you and who’s referring estate planning clients to you, so you know your best sources of business.