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Estate Planning Law Software

Access clients’ estate details, will and trust in one easy-to-manage and secure place, with files and estate planning specific forms accessible within seconds.

Keep Track of Clients’ Estate Planning Cases, No Matter How Long It’s Been

To be a successful estate planning attorney, you must be extremely well organized and an excellent communicator – your clients’ legacies depend on it. That’s why Smokeball keeps your clients’ estate details in one easy-to-manage and secure place, with files and estate planning specific forms accessible within seconds. No matter what your estate clients need from you, Smokeball acts as your will and estate software, trust software, estate tax planning software, and executor software.

Smokeball includes one of the best apps for lawyers so you can update information and view documents from anywhere, making it easy to get out and see clients in person at their homes. Manage contacts, property information, and other financial assets in our secure and unlimited cloud storage solution. And with advanced document automation features, flawless execution of wills and living trusts come together for you with the click of a button.

I can get to the meat of my work much faster because Smokeball has done the administrative stuff for me. Smokeball really bridged the gap between all of my employees here. It has improved communication, it has made things much more efficient, and we know who’s got the next step. And so dropping the ball is virtually impossible.

Lora Matthews Fausett, Law Offices of Lora Matthews Fausett, P.C.
Estate Planning Testimony
As the Strohschein Law Group continued to scale, owner Linda Strohschein began her search for a practice management software that would help her growing staff stay organized. She was hesitant to make an investment in software, but then she found Smokeball, and it seemed to fit her practice’s needs perfectly.
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Estate Planning Guide
Download the Smokeball Estate Planning Law guide to how much productivity you’ll be able to increase with standard documents like a Will filled with your clients details, children’s details quickly. Be able to pick up the phone and answer you client’s questions within seconds by pulling up their digital file in Smokeball.
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Estate Planning Document Automation & Legal Forms Library

Smokeball is legal estate planning software for attorneys with a library of documents built by attorneys and other legal professionals. Our advanced document automation is designed for your estate planning practice.

Using Smokeball as your estate planning software means that there is one single place for storage of all estate information — details like will and codicil dates and witnesses, executors, agents, and family members, and even detailed trust and property information.

Automated Task Workflows for Estates, Wills & Trusts

Estate planning can be the most important service provided to your clients and their families during and after their lifetime. For attorneys, having a comprehensive estate planning software and trust software should ensure that you never drop the ball. Build standard sets of tasks so that you and your staff know exactly where each matter stands and what needs to be done next. Much of what you do can feel repetitive, so let Smokeball hand you documents and to-dos automatically at the right times. Let Smokeball’s estate planning software tell you when it’s time to gather financial and asset information, draft documents, schedule client reviews and signings, and make adjustments.

Automatic Time & Profitability Tracking

Smokeball does something that no other estate planning software for attorneys does – it tracks all your time spent within the system automatically! Even if you bill your clients a flat fee for your estate planning work, knowing where and how your time is spent can quickly help refocus your priorities. Smokeball for estate planning attorneys helps you gain a deeper understanding of your profitability by matter and matter type.

Once you put in your staff cost and fee (either hourly or flat), Smokeball will automatically calculate which estate planning services are making you money with the legal billing and time tracking software. It also provides important law firm insights into staff efficiency so that you can better manage your team’s time and positively impact your bottom line. No other will and trust software for attorneys on the market can do this for your practice.

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