Estate Planning Law Software

Legal software for estate planning law

  • Clio works for all practice areas.

    Estate planning practices are booming—and you need software that will keep up. With integrated calendaring, time tracking and invoicing, online payments, and cloud-based document and matter management, Clio will make life more enjoyable for both you and your clients, from wherever you are.


  • Clio features for estate planning

    Never miss a billable moment with Clio's Time Tracking.
    • Case Management

      Get rid of filing cabinets, clutter, and missing files when case and matter files are stored in a centralized, online location.

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    • Document Management

      Securely store your legal files all in one location for quick reference.

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    • Billing

      Create beautiful, customized invoices in minutes.

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    • Payments

      Easily request trust or other types of payments, and process credit card transactions with Clio before your client leaves your office.

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    • Calendar

      Keep track of your entire firm’s schedule so nothing falls through the cracks.

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    • Time Tracking

      Easily track your time on any task and associate it to a client's matter.

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    Get started today

    See how Clio's estate planning law software can help your firm get organized and practice more efficiently.

    Try Clio For Free Schedule a Demo