Standardize information collection
Create custom fields in Clio Manage to keep key case and client information on hand, including dates of birth, dates of death, marriage dates, or whatever you need for your estate planning clients.Learn More
Connect with estate planning-specific tools
Sync your Clio account with tools like WealthCounsel to quickly and easily draft customized estate plans for your clients.
Keep estate planning documents organized
Keep wills, trusts, and other important client documents organized in a central location according to each case—and access them from anywhere.
Capture every billable minute
Use Clio’s time tracking features to record your work on estate planning cases in real time. Know what you’re investing in cases, even if you charge flat fees.Learn More
Bill the way that’s best for you
Charge flat fees for more routine wills, or bill hourly for more complex estate planning issues. Quickly create clear, professional bills branded with your firm’s logo.Learn More
Get paid faster with credit card payments
Firms who accept credit card payments get paid 39% faster than those who accept payment by check. Send bills to estate planning clients by email, accept credit card payments online. Sync transactions seamlessly to Clio and third party accounting systems with Clio Payments.Learn More
Tailor intake forms for estate planning cases
Create your own custom online intake forms for wills, trusts, powers of attorney, and more to easily collect the information you need.
Onboard clients from anywhere
Onboard estate planning clients from the comfort of their own homes with online intake and e-signatures.
Know where new clients come from
Keep track of how new clients find you and who’s referring estate planning clients to you, so you know your best sources of business.
What is estate planning software?
Estate planning software is your central platform for collecting and tracking information and documents related to all types of estate planning cases, from wills and trusts to probate.
Cloud-based estate planning software options like Clio let you access key estate planning case information from anywhere, allowing you to meet young families at their convenience, or meet end-of-life clients at hospital or home.
What does estate planning software do?
Estate planning software streamlines the collection of client information, keeps your cases organized, and allows you to easily generate bills for cases. It cuts down on the administrative work of an estate planning practice so that you can focus on being there for your clients.
Does Clio integrate with Wealthcounsel?
Yes. Clio integrates directly with Wealthcounsel so you can draft customized estate plans without the hassle of duplicate data entry.
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 cases. You can set standard flat fees for different services according to what you offer, such as wills, living wills, or living trusts, using activity categories in Clio Manage.