Will, Trust, and Estate Planning Software for Attorneys

Estate planning software is a comprehensive solution designed to enhance efficiency and simplify your legal practice operations. It stores and manages all information related to your cases and firm in one place. From document and task management to client onboarding and invoicing, MyCase has got it covered.

MyCase recognizes that estate planning practitioners handle a wide range of emotionally intense cases. Whether you’re a probate attorney or an elder law lawyer, our comprehensive software solution is designed to streamline practice operations, regardless of the case type. Practice management software can help estate planning attorneys:

• Stay organized with document management: Keep all documents and case information in one secure location.

• Automate time-consuming tasks: Generate routine documents, calendar a case or deadline with just one click, and eliminate manual data entry with intake forms that automatically create leads into a case file.

• Simplify client intake: Streamline your intake process with digital forms and personalize client onboarding with dynamic forms that change reactively as a client fills them out.

• Get paid faster: Make it easier for clients to pay by offering flexible payment options, including credit cards and payment plans.

Yes, legal software can be used to prepare a will. Legal platforms include features that can assist with generating legally compliant documents to significantly enhance the process of preparing a will.

• Document automation can be used to quickly generate customized wills by inputting client-specific details, reducing manual drafting time, and ensuring accuracy.

• E-signature capabilities enable clients to sign their wills remotely and securely in jurisdictions that permit electronic wills.

• Document management functionality allows all versions of the will and related estate planning documents to be securely stored and easily retrieved.

Robust document drafting and automation tools can assist with estate planning tasks. A few of the best options include:

• Microsoft Word: Microsoft Word allows for custom templates, advanced formatting, and the use of macros for document automation. With add-ins and tools for version control and collaboration, Word can handle most estate planning documents effectively.

• Google Docs: An accessible cloud-based solution that enables real-time collaboration, Google Docs is particularly useful for smaller firms or individual practitioners who need flexible drafting and version control without the need for a complex software platform.

• E-signature tools: With these tools, users can easily execute estate planning documents in jurisdictions that allow wills to be electronically signed. When permissible, these tools ensure compliance with e-signature laws, offering an efficient way to finalize wills and related forms.

These options can be used in conjunction with document automation tools, along with other practice management features, to help create estate planning documents with ease.

While MyCase isn’t specifically designed for estate planning, it offers many benefits for estate planning attorneys and supports various practice areas. Our practice management software is designed to simplify your firm’s daily tasks so you can focus on maximizing your time and delivering exceptional client outcomes.