Big Mode Consulting
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    Estate Planning Practice

    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.

    Document Drafting Efficiency

    Estate planning involves repetitive document creation—wills, trusts, powers of attorney. Manual drafting wastes hours.

    68%

    of estate planning time spent on document preparation

    Legal Trends Report 2024

    Client Information Gathering

    Collecting comprehensive family, financial, and asset information is time-consuming without proper intake systems.

    3-4 hours

    average time to gather complete estate planning data

    WealthCounsel Research

    Document Maintenance

    Estate plans need periodic review. Tracking client anniversaries and life changes is essential.

    40%

    of estate plans become outdated within 5 years

    American College of Trust & Estate Counsel

    Secure Document Storage

    Clients expect long-term secure access to their estate planning documents.

    78%

    of clients want digital access to their documents

    NAEPC Survey Data

    Estate Planning Drafting Software

    The right document drafting software is the cornerstone of an efficient estate planning practice.

    WealthCounsel / WealthDocx

    $250-400/mo

    Comprehensive estate planning practices

    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
    WealthCounsel

    Hotdocs

    $50-200/user/mo

    Firms wanting custom templates

    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
    Hotdocs

    Lawgic

    $79-149/mo

    Solo and small firms

    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
    Lawgic

    Gavel (formerly Documate)

    $99-299/mo

    Tech-forward firms wanting modern UX

    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
    Gavel

    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.

    Document storageClient portalTrust accountingCalendar sync

    PracticePanther

    $49-89/user/mo

    User-friendly with automation features for client follow-ups and review reminders.

    Automated workflowsClient intakeDocument managementReporting

    EstatePlannerPro

    $150+/mo

    Specialized estate planning CRM with asset inventory and family tree features.

    Family tree visualizationAsset inventoryClient review trackingIntegration with drafting software

    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.