Features for wills and estate planning
Clio helps you stay organized by tracking every detail related to your wills and estate planning clients and matters—all in one secure place.
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Standardize information collection
Use custom fields in Clio Manage to store key client and case details—like birth dates, death dates, marriage dates, and more—so everything you need for estate planning is at your fingertips.
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Keep estate planning documents organized
Clio’s wills and estate planning software lets you securely store, access, and manage documents like wills and trusts from one central location, anytime and anywhere.
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Connect with estate planning-specific tools
Sync your Clio account with tools like DecisionVault, Vaultie, Gavel, CallRail, Gretchen, and Estateably so you can better serve your clients with speed and accuracy.
Streamline your billing and payments process
Create individual or split bills with ease and get paid faster for your wills and estate planning work.
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Capture every billable minute
Track time in Clio’s wills and estate planning software as you work. Real-time timers record every task, giving you a clear picture of your effort—even on flat-fee matters.
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Bill the way that’s best for you
Charge flat fees for routine wills or bill hourly for complex estate matters. Easily generate clear, professional invoices, whether individual or split, and customize them with your firm’s logo.
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Get paid faster with Clio’s built-in payments solution
Firms that accept online payments get paid 39% faster than those using traditional methods. Email bills to your wills and estate planning clients and let them pay online by credit card. With Clio Payments, transactions sync automatically to Clio and your accounting software.
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Get more will and estate planning clients
Use Clio Grow, our client intake software for estate planning, to efficiently onboard new wills and trusts clients, and earn more with less effort.
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Tailor intake forms for estate planning cases
Build custom online intake forms for wills, trusts, powers of attorney, and more. Collect exactly the information you need, right from the start.
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Onboard clients from anywhere
Let your estate planning clients complete intake and sign documents online, all from the comfort of their home.
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Know where new clients come from
Track how new estate planning clients find your firm and who’s referring them, so you can focus on your most effective sources of business.
See it in action
Clio’s estate planning law software reviews
Hear what other lawyers have to say about Clio’s software for estate planning law firms.
Book a live demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue.
Try Clio for free
Try Clio’s wills and estate planning legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime.
Will and trust planning software FAQs
Is Clio’s legal software built for wills and estate planning lawyers?
Clio is a trusted solution for wills and estate planning lawyers who need to stay organized, responsive, and client-focused. With secure access to case details, documents, and communications from anywhere, Clio helps you reduce administrative work and spend more time guiding clients through important life decisions. Clio Grow supports your client journey from the first consultation with online intake, scheduling, payment tools, and automation—so you can deliver exceptional service and build lasting relationships.
What are the key differences and similarities between wills and trusts software and estate planning software, and how do they relate to each other?
Wills and trusts software focuses on drafting legal documents such as wills, trusts, and powers of attorney. It helps lawyers create customized estate plans and manage documents efficiently.
Estate planning software offers a broader set of tools to support the entire client lifecycle—from intake and case management to billing and communication. It goes beyond document creation to help firms run more smoothly and deliver better client service.
Both types of software manage client data, generate legal documents, and track case progress. The key difference is scope: wills and trusts software specializes in document drafting, while estate planning software supports end-to-end practice management. Used together, they create a streamlined workflow for estate planning lawyers.
Can I charge flat fees for estate planning cases with Clio?
Yes. Clio Manage lets you charge flat fees or bill hourly for estate planning matters. You can set standard fees for services like wills, living wills, and trusts using activity categories in Clio.
How does Clio help with managing estate planning documents?
Clio makes it easy to securely store, organize, and access all your estate planning documents—such as wills, powers of attorney, and trusts. With everything organized by matter and client, you can quickly retrieve, share, and update files as needed, ensuring a smooth and efficient workflow.
Can Clio support recurring client check-ins or updates to estate plans?
Yes. You can set automated reminders and task lists for follow-ups, annual reviews, or changes in client circumstances—helping you maintain long-term client relationships and keep plans current.
Can I manage multiple related contacts like spouses, executors, or beneficiaries?
Absolutely. Clio allows you to link related contacts within a matter—such as family members, executors, and trustees—so you can manage relationships and responsibilities clearly and efficiently.
How to choose estate planning software
The best wills, estates, and probate law software helps lawyers reduce administrative work and focus more on billable tasks.
Start by identifying your priorities—whether it’s onboarding new clients or automating billing—and choose software that meets those needs. Clio Manage lets you stay organized, track your work through a simple dashboard, communicate with clients, and stay on top of meetings. Clio Grow helps you bring in more estate planning clients with custom intake forms for wills, trusts, powers of attorney, and more.
