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Keep Track of Clients’ Cases with Estate Planning Software for Attorneys

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 estate planning documents and client details are securely saved to the correct matter and merged into document templates, ready to be shared and filed when required.

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Estate Planning & Trust Law Firm Software
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Estate Planning Software to Help You Protect Your Clients’ Legacy

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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, 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 estate planning 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.

  • Properties

  • Beneficiaries

  • Trust information

  • Investment funds

  • Insurance policies

  • Business holdings

  • and more

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 estate planning 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.

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See how it works

Easily manage your estate planning 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 estate planning documents.

Keep your practice in your pocket

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 estate planning lawyers and firms offering billing and finance, communication, lead management and other solutions to streamline your estate law practice further and increase your team’s productivity.

Integrations
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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.

Sarah O., Attorney – G2

5

Why Choose Smokeball’s Estate Planning Software?

We’re the best legal practice management software for estate planning laywers and law 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.

Smokeball legal calendaring software

Capture all your work automatically

No matter how you bill, Smokeball’s estate planning software for attorneys 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

 
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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.

Legal calendaring

Keep your entire law office on-time and on top of your court docket — automatically.

Client intake

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.

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FAQs About Estate Planning Software for Attorneys

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What is estate planning software?

Estate planning legal software lets your firm gather and organize all the documents and information related to each client’s matter in one place. From probate to wills and trusts, estate planning software for lawyers helps you offer clients a smooth experience and deliver the documents they need.

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Can you use estate planning software to prepare a will?

Yes! Smokeball’s automated legal form library comes pre-loaded with more than 20,000 documents, including those specific to estate planning attorneys. If you don’t find the form you’re looking for, add your firm’s proprietary forms to your estate planning software library.

Smokeball’s document automation ensures the right information appears in your clients’ wills. Enter their contact details once, and our robust Microsoft Word integration automatically adds it to every document related to their client matter.

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How can estate planning software upscale your practice?

Smokeball’s estate planning software doesn’t just help you serve your clients — it gives you the tools and information to grow your business.

  • Capture all your billable time, automatically. Because Smokeball tracks all the time you spend in our estate planning software, and Microsoft Word and Office, you’ll bill more without working more hours. Smokeball clients using our automatic time tracking earn an additional $134,000 per year per fee earner, on average.

  • Send clients more complete and increase your chance of payment. Smokeball’s legal billing software creates detailed invoices for your estate planning clients, so they’ll understand your hard work. Electronic invoicing, online payments and automatic payment plans build your bottom line.

  • Understand your areas of opportunity. Are you most successful with high-value clients? Families with complicated trusts? Smokeball’s Law Firm Insights reports and dashboard give you the full picture of your business and let you break down details like profitability by fee earner and realization figures. Use these details to decide where to invest your efforts and marketing spend.