Practice Management Software for Estate Planning Attorneys

Smokeball puts the “Plan” in Estate Planning Software and the “Trust” back in Will and Trust Software.

//Estate Planning
Estate Planning

Always Know What’s Going on, 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.

Clients come to you for peace of mind that their legacy will be left with their loved ones. Thanks to Smokeball, it will be.  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 helps you stay organized by providing you with a complete case management estate planning software solution to keep estate and trust details and documents in one place. No matter how long it’s been, you can be up to speed on a matter within seconds.  Because estate planning means being prepared for changes over several years, your estate planning software needs to change with your clients and your firm.

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 trusts come together for you with the click of a button.

“It has taken us into the next generation. 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.

Document Automation & Legal Forms Library

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

Legal Document Automation
Legal Document Automation

Document Automation & Legal Forms Library

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

Task Workflows

Automated Task Workflows

Your services are likely the most important provided to your clients and their families during and after their lifetime.  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 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 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 quick help re-focus 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 on the market can do this for your practice.

Law Firm Insights
Law Firm Insights

Automatic Time & Profitability Tracking

Smokeball does something that no other estate planning software 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 quick help re-focus 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 on the market can do this for your practice.

With Smokeball Legal Practice Management Software, You Get All This and More…

Small law firms using Smokeball see a 34% average increase in profitability. You can too!

We offer a lot more than your standard case management software. Book your demo now to see how Smokeball will help you:

  • Stay more organized
  • Meet deadlines

  • Access files on the go

  • Get more clients

  • Increase firm profitability

A 10-minute personalized demo with a software advisor is the best way to see what Smokeball can do for you. If you have any questions, give us a call at (855) 668-3206.

Small law firms using Smokeball see a 34% average increase in profitability. You can too!

We offer a lot more than your standard case management software. Book your demo now to see how Smokeball will help you:

  • Stay organized

  • Meet deadlines

  • Access files on the go

  • Get more clients

  • Increase firm profitability

A 10-minute personalized demo with a software adviser is the best way to see what Smokeball can do for you. If you have any questions, give us a call at (855) 668-3206.