Keep Track of Clients’ Cases with Estate Planning & Trust Law Firm Software
Clients share vast amounts of personal and financial details with your trust and estate planning law firm. Smokeball helps you keep those details safe, integrating with Microsoft Word and Outlook to ensure all files and client details are securely saved to the correct matter and merged into document templates, ready to be shared and filed when required.
Estate Planning Software to Help You Protect Your Clients’ Legacy
Enter client information once, automate it everywhere
Estate planning matters often require firms to update entire portfolios with multiple beneficiaries listed throughout various documents. While this activity is important, but it’s also time consuming—or was, before Smokeball. With Smokeball case management software, adding or updating a contact only takes one step. Simply enter any new information, select the documents you’d like to update, and save the new version(s). If you need to go back to past versions, we’ll always keep track of your change history, ensuring full visibility into the matter.
Smokeball will also update pronouns and pluralize document verbiage for complete accuracy.
Estate planning-specific fields
Clients say Smokeball was "made for them" — because it was. Enter case details specific to your practice in one place.
Advanced matter sections also include asset tracking, specific to the asset type. Enter everything from bank accounts to investment funds, insurance policies, and business holding in one location. Once all the details you need are entered into the matter, select the form or document you want to generate from Smokeball's automated legal form library. Create accurate PDFs for review in seconds, instead of spending hours building documents from scratch.
Easily manage your documents and emails
Email messages and attachments are automatically saved to your case files as you work through each matter, giving you a quick look at your on-hand documents and those you still need from your clients.
Quickly rename duplicate PDFs and emails, view version history and much more without leaving the matter you’re working on. And thanks to Smokeball's deep integration with Microsoft Word, every time a document is edited, the latest version is saved to the matter.
Securely collaborate with clients
With Smokeball Communicate, your firm can share documents, request signatures, and discuss case details with your clients on a secure portal, without exposing sensitive account numbers or personal information.
When you need quick answers, use our built-in text messaging options to ask clients for more information or missing documents.
Integrations to Boost Your Estate Planning Firm
Smokeball is the most robust case management platform on the market. Plus, we selectively partner and integrate with firms offering billing and finance, communication, lead management and other solutions to streamline your law practice further and increase your team’s productivity.
Smokeball is an excellent system that has allowed me to streamline my Estate Planning and Elder Law practice. The systems I have put in place through Smokeball have allowed me to increase profit in each practice area. And my team can sleep well at night knowing things won't get missed or fall through the cracks.
Why Choose Smokeball’s Estate Planning Legal Software?
We’re the best legal practice management software for estate planning firms
Smokeball sits atop G2’s rankings of the best practice management software on the market. Firms like yours love our attorney billing software and award-winning client support.
Capture all your work automatically
No matter how you bill, Smokeball’s estate planning legal software helps your family law firm make more money. Family law attorneys using Smokeball’s automatic time tracking see an average 34% profitability boost!
Billing features that work for your firm
Automatically create professional invoices based on your activity within each matter. Smokeball billing software for estate planning firms also integrates with LawPay credit card processing so you get paid faster.
Our platform works where you do
Our estate planning billing software is installed locally on your computer and backed up by cloud-based storage. Complete casework, invoice clients and collect payments from anywhere.
You’re supported by our dedicated team of experts
More than 50% of our staff are experienced lawyers and legal professionals. From Day 1 to Day 1,000 and beyond, your team benefits from our personalized support for family attorneys.
Explore All Features of Will, Trust & Estate Planning Software
Automatic lawyer time tracking
Capture the real value of your time by automatically tracking every billable minute working in Smokeball.
Legal billing software
Automated, streamlined accounting tools help you securely bill and collect, faster than ever before.
Automated legal form library
Smokeball comes preloaded with more than 20,000 automated legal forms across all areas of law.
Keep your entire law office on-time and on top of your court docket — automatically.
Streamline your prospect pipeline and grow your law firm.
Boost Your Estate Planning Practice Today!
Automatic time tracking lets you bill more accurately with a fraction of the effort.
Seamless integrations with Microsoft Word and Outlook
Our prebuilt library of 20,000+ legal forms
Identify business opportunities through powerful insights and reporting
Build a healthier, more profitable business every time you use our case management software.