1. Will Estate Planning Software Reviews
2. Will Estate Planning Software For Individuals
3. Will Trust And Estate Planning Software

Online Will & Estate Planning Software Smart Estate Planning Made Simple By guiding you through the estate planning process, Estate Guru helps you create high quality documents that ensure your wishes are accurately carried out. Start for Free Watch Video. Drafting airtight living wills, trusts, and advanced healthcare directives fulfill your clients’ wishes and facilitate how estate plans are executed. Satisfied clients are your number one goal. You deserve an estate planning software suite tailored to support you and solve your unique challenges of protecting your clients legacy. 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.

• 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 More

• Connect 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.

Will Estate Planning Software Reviews

Streamline your billing and payments process

Easily create bills and get paid faster for estate planning cases.

Will Estate Planning Software For Individuals

• 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 More

• Bill 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 More

• Get 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.

  Learn More

Will Trust 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.