Automate Your Estate Planning Practice
From document drafting to client management, implement technology that helps you create estate plans faster while maintaining the personal touch your clients expect.
Estate Planning Challenges
Technology can address the unique pain points of trusts and estates practice.
Drafting the Same Documents Over and Over
You're creating wills, trusts, and powers of attorney every single day. Without proper automation, your attorneys are retyping boilerplate language that should be filling itself in. That's hours lost per week.
Gathering Client Information Takes Forever
Estate planning needs comprehensive data: family trees, asset inventories, beneficiary designations, existing policies. Most firms still do this with paper forms or long phone calls. Clients find it exhausting.
Plans That Go Stale
Life changes. Kids are born, people divorce, laws update. But most estate plans sit in a drawer for years. If you're not proactively reminding clients to review, you're failing them and leaving recurring revenue on the table.
Clients Expect Digital Access
Your clients want to pull up their trust documents at 10pm on a Sunday. They want their kids to have access if something happens. If you're still mailing paper copies, you're behind.
Estate Planning Drafting Software
The right document drafting software is the cornerstone of an efficient estate planning practice.
WealthCounsel / WealthDocx
$250-400/mo
Industry-leading estate planning drafting software with comprehensive document library and community support.
Pros
- Massive document library
- Strong practitioner community
- Regular updates for law changes
- Excellent training resources
Cons
- Steeper learning curve
- Higher price point
- Complex setup for simple needs
Hotdocs
$50-200/user/mo
Powerful document automation platform used by many large estate planning firms.
Pros
- Highly customizable
- Can automate any document
- Strong logic capabilities
- Good for complex scenarios
Cons
- Requires significant setup time
- No pre-built estate templates
- Technical expertise needed
Lawgic
$79-149/mo
More affordable option with good estate planning templates and simpler interface.
Pros
- More affordable
- Easier to learn
- Good basic templates
- Quick implementation
Cons
- Less comprehensive than WealthCounsel
- Fewer advanced features
- Smaller community
Gavel (formerly Documate)
$99-299/mo
Modern, cloud-based document automation with great client intake integration.
Pros
- Beautiful client intake forms
- Easy template building
- Cloud-native platform
- Great support
Cons
- Newer platform, still growing
- Fewer pre-built estate templates
- Requires template development
Practice Management Options
Pair your drafting software with the right case management platform.
Clio
$49-149/user/mo
Strong all-around choice with excellent integrations and estate planning workflow support.
PracticePanther
$49-89/user/mo
User-friendly with automation features for client follow-ups and review reminders.
EstatePlannerPro
$150+/mo
Specialized estate planning CRM with asset inventory and family tree features.
How We Help
Drafting Software Implementation
Set up and configure WealthCounsel, Hotdocs, or other drafting platforms for your practice.
Template Development
Create custom document templates tailored to your practice and state requirements.
Client Intake Automation
Build digital intake forms that gather comprehensive estate planning information efficiently.
Secure Document Portal
Implement client portals for secure document delivery and long-term storage access.
Review Reminder Systems
Set up automated systems to track and remind clients about periodic plan reviews.
Workflow Optimization
Streamline your entire estate planning process from intake to document delivery.
Draft Better Plans, Faster
Let us help you choose and implement the right technology stack for your estate planning practice.