Estate Planning Software Quicken WillMaker & Trust by Nolo, is the best-selling gold standard for do-it-yourself estate planning software. Just download the software to your computer, answer questions about your family and your property, and create an entire estate plan for yourself and all of your family members. Estate planning involves many steps, and they were confused about what the steps all meant. They needed guidance and guardrails. So, we equipped Fidelity Financial Consultants to help people align their account information with the choices made in their estate plan. This already sounds like an end-to-end solution.
- Will Trust And Estate Planning Software
- Best Will And Estate Planning Software
- Free Will And Estate Planning Software
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 MoreConnect 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.
Will Trust And Estate Planning Software
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.
Learn MoreBill 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 MoreGet 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.
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 MoreConnect 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.
Streamline your billing and payments process
Easily create bills and get paid faster for estate planning cases.
Best Will And Estate Planning Software
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 MoreBill 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 MoreGet 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
Free Will And Estate Planning Software
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.