Find the best Estate Planning Software for your company. Compare top Estate Planning Software vendors. Get FREE price quotes, demos, and analyst reviews and recommendations! Menu. Client Intake Management: Automate logging and synchronization of client intake data, case management tasks and calendar information under one scheduling.. Estate planning software allows clients to submit and sign documents through a secure portal, reducing the need to come into the office and meet physically with lawyers. That can help reduce time spent working on a particular client and can also reduce the costs associated with in-person meetings.
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Access your client's data securely anytime, anywhere. All data is encrypted and clients can log in to a secure portal to view their family information from any location. I've chosen to use eState Planner for so many reasons. The client intake form reduces transcription errors and mitigates my risks as a drafting solicitor.. Designing estate planning and probate matter processes. An estate planning and probate matter typically goes through four phases: asset accumulation, estate planning, administration, and post-mortem. Each stage presents different legal challenges and opportunities. Automating your workflows can improve efficiency and productivity while ensuring.
