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.
Streamline your billing and payments process
Online will-makers can be cost-efficient alternatives to having an attorney create your will. Wills must be state specific, since each state has different laws regarding estate planning. Hiring an attorney can guarantee your will is done correctly. How We Found the Best Last Will and Testament Software. Nolo Quicken WillMaker and Trust. This solid software package from Nolo, available for Windows and Mac, provides all of the estate planning forms and documentation you'll need for $100. Our software provides you with an automated process for the drafting and assembly of completely state specific estate planning documents. This process does not involve “canned forms” but uses highly intuitive, context sensitive “question and answer” dialogs for the preparation of quality documents custom created for each client by any. America’s #1 Estate Planning Software You get a customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents. An easy-to-use interview format that lets you complete documents at your own pace. A user-friendly legal manual answers common questions.
Will Estate Planning Software Reviews
Easily create bills and get paid faster for estate planning cases.
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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Will And Estate Planning Software
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.