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Essential Tools for Virtual Estate Planning Attorneys

Clio

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. With the best estate planning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success.

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LEAP Announces Integration with WealthCounsel, Providing Estate Planning Tools Directly within Its Practice Management Platform

LawSites

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

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Vanilla is a New Disrupter in Estate Planning

The Law Product Makers blog

Estate Planning, traditionally the domain of the legal profession, is about to be disrupted by another new entrant, Vanilla. The company seeks to enable financial planners to offer estate planning services and documents to their clients through a network of attorneys.

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Estate Map - Estate Planning Software

NSLT

Estate Map Estate Map, a cloud-based tool for estate planning attorneys and consumers, provides an easy way to store and share information about one’s estate plan and related information.

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Estate Map - Estate Planning Software

NSLT

Estate Map Estate Map, a cloud-based tool for estate planning attorneys and consumers, provides an easy way to store and share information about one’s estate plan and related information.

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4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

As an estate planning attorney, you understand that precision and attention to detail are paramount. In this article, we will explore the benefits of implementing automation solutions in estate planning law firm practices. Consider cost, ease of use, compatibility with your existing software, and customer support.

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Most Law Firms Use Just Five or Fewer Unique Software Products, Smokeball Study Says

LawSites

The majority of law firms use just five or fewer unique software products, according to a legal industry study published today by the law practice management company Smokeball. Business, estate planning, and family law firms spent the most time in software, with about three in 10 spending 75% or more of their time using tech.

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