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Estate Planning Law Software

As an estate planning attorney, your clients’ legacies are in your hands. Whether you’re helping a newly married couple create their first will, or someone near the end of their life creating a living will, Clio’s industry-leading estate planning software helps you create the best possible estate plans for your clients.

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Clio Features for Estate Planning

Keep track of all the details you need for estate planning cases and clients with Clio Manage.

Clio Manage Simplified UI Case Management Matters Dashboard

  • 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.

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  • 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 anywhere.

Streamline your billing and payments process

Easily create bills and get paid faster for estate planning cases.

  • 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.

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  • 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.

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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 payment methods. Send bills to estate planning clients by email, and make it easy for them to pay online using credit, debit, or eCheck. Sync transactions seamlessly to Clio and third-party accounting systems with Clio Payments.

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Get more estate planning clients

Onboard estate planning clients efficiently and get more clients with Clio Grow.

  • 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.

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  • 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.

How to Choose an Estate Planning Software

The best wills, estate, and probate law software for attorneys is designed to increase your efficiency by cutting down your administrative tasks, so you can dedicate your valuable time to billable work.


Make a list of priorities—whether that’s onboarding new clients or automating billing processes—and match the software to your needs. With Clio Manage, you’ll be able to organize your work and keep track of everything through a straightforward dashboard, as well as communicate with clients and keep on top of meetings. Clio Grow can help estate planning attorneys grow their business with custom intake forms for wills, trusts, powers of attorney, and more.


Estate Planning Software FAQs

What is estate planning software?

Estate law firm 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 will and estate planning software options like Clio let you access key estate planning case information anywhere, allowing you to meet young families at their convenience or meet end-of-life clients at a hospital or home.

What does estate planning software do?

Estate planning and probate 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.

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.

What are the benefits of estate planning software?

Lawyers like yourself have much to benefit from using legal practice management software like Clio Manage and Clio Grow. This is because with Clio, you can accomplish more—from one central place.

Not only will you be able to communicate effectively with clients from anywhere, but also Clio can help keep your cases and documents organized. With Clio, you can do more billable work, take the guesswork out of business decisions, and deliver the service your clients want.

With Clio Grow, you can attract and retain new clients online—even while working remotely. Clio Grow lets you automate your client intake process, schedule consultations, accept payments online, and automate emails and redundant tasks.
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