Estate planning software that keeps client details secure and accessible
Access wills, trusts, and estate planning documents in seconds, with the automation and security your clients expect when planning for the future.
Build and manage estate plans with speed and accuracy
Estate planning clients trust attorneys with some of their most sensitive financial and family information, so accuracy and security matter as much as speed. Smokeball keeps client details, documents, and forms organized in one secure, easy-to-manage location, accessible within seconds when a client calls.
Estate planning-specific forms and templates automate the drafting of wills, trusts, and powers of attorney, reducing manual work on routine plans. As client needs change, updates and amendments are tracked against the original matter, keeping a clear record over time.
Secure client files
Keep wills, trusts, and sensitive financial details organized and accessible in one secure system.
Document automation
Draft wills, trusts, and powers of attorney using templates built for estate planning.
Amendment tracking
Track updates and amendments against the original matter as client circumstances change.
Estate planning software built to streamline your practice
Manage every estate planning matter with practice management software built for modern firms, so you can focus on protecting client assets.
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FAQs
Everything you want to know before taking the next step.
What is estate planning software?
Estate planning software helps attorneys draft, organize, and manage wills, trusts, and related documents, keeping client information secure and accessible throughout the planning process.
Does Smokeball automate will and trust drafting?
Yes. Smokeball includes estate planning-specific templates that auto-populate wills, trusts, and powers of attorney with client data.
How secure is client data in Smokeball's estate planning software?
Smokeball stores client and financial details in a secure, centralized system, reducing the risk associated with paper files or unsecured documents.
Can Smokeball track amendments to an existing estate plan?
Yes. Updates and amendments are tracked against the original matter, giving attorneys a clear history of changes over time.
Is estate planning software useful for solo practitioners?
Yes. Solo estate planning attorneys use Smokeball to manage a full client roster without needing additional administrative support.
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