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ESTATE PLANNING SOFTWARE

Estate planning software for seamless client management

Build stronger client relationships as an estate lawyer with streamlined intake and targeted marketing using Lawmatics.
91%
of users saw an increase in efficiency
95%
of users saw an increase in revenue
80%
of users saw an increase in client satisfaction
Client Portal Example

ESTATE PLANNING CRM

Effortless client and contact management for estate planning law firms

Lawmatics helps estate planning attorneys stay organized and productive by centralizing contact management, automating routine tasks, and streamlining communication through our CRM. From gathering legal documents to tracking the progress of wills, Lawmatics ensures every part of your client’s estate planning process is handled with precision and care.
  • Simplify the collection of legal documents and client information with customizable intake forms
  • Automate follow-ups and reminders to ensure timely communication
  • Manage the progress of wills and other estate planning tasks efficiently.
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Bill Farias headshot
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“

Lawmatics has given me the tools I need to scale my practice and take on more volume than I ever thought possible.”

Bill Farias

Founder & Attorney, Farias Family Law, PC
Read the full case study

Be more profitable with estate planning software for attorneys.

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ESTATE PLANNING INTAKE

Streamline and simplify your estate planning intake

Lawmatics helps you create a standardized client intake process to seamlessly onboard and delight new clients.
  • Collect and organize client info for estate planning documents with custom forms and file requests
  • Proactively follow-up with automated communications and tasks to efficiently manage your client’s estate planning needs
  • Get more quality referrals by delighting new clients from the get‑go
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Britta Graversen
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“

With Lawmatics automations there is less for me to think about and therefore, less for me to worry about.”

Britta Graversen

Founder & Attorney, Modern Wills Law
Billing & Invoicing

INVOICE MANAGEMENT FOR ESTATE PLANNING

Take the stress out of billing

Managing invoices can be time-consuming, but it doesn’t have to be. Lawmatics helps estate planning law firms create a smooth billing experience, from sending professional invoices to offering easy, secure payment options.
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Check out these helpful resources from Lawmatics

Frequently asked questions

What is estate planning software?

Estate planning software is a tool designed to help attorneys efficiently manage the process of creating, organizing, and updating estate plans for their clients. It simplifies things like drafting wills, setting up trusts, and managing power of attorney documents, while also offering features like client communication, document management, and compliance tracking. By reducing administrative burdens and automating repetitive tasks, estate planning software allows attorneys to focus on delivering personalized legal advice and ensuring their clients’ wishes are clearly outlined.

What is the best estate planning software for attorneys?

The best estate planning software for attorneys is one that fits the unique needs of your practice. It should make your job easier with tools for drafting documents, managing client communication, and staying organized. Look for software that integrates with your existing tools, provides reliable support, and offers customization options to reflect your workflow. Ultimately, the "best" software enhances efficiency, improves client satisfaction, and allows you to dedicate more time to helping your clients rather than performing administrative tasks.

What sets Lawmatics apart from other estate planning software solutions?

Lawmatics stands out by offering a client-centered approach to estate planning workflows. It’s not just about drafting documents; it’s about creating a smoother, more personalized journey for your clients — from the first consultation to the final signing. With tools to automate routine tasks, send timely updates, and keep everything running efficiently, Lawmatics helps you provide a top-notch experience while making your day-to-day easier.

What essential features should wills and estate planning software include?

Great estate planning software should have tools to streamline the essentials — think customizable templates for wills and trusts, e-signature options, and secure document storage. Automation for things like reminders and task management is a huge plus, too. And don’t forget about client-friendly features like easy intake forms and communication tools to keep everyone on the same page. The right software should feel like an extra set of hands for your practice.

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