Estate Planning Law Software

As an estate planning attorney, you play a pivotal role in shaping your clients’ legacies. With the aid of RunSensible’s cutting-edge estate planning software, you can confidently guide couples through their first wills, or sensitively help those approaching the end of their lives craft a living will that reflects their final wishes.

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RunSensible’s features for Estate Planning

Stay on top of every aspect of estate planning cases and clients effortlessly with RunSensible.

Regularize the process of gathering data

Stay on top of your estate planning clients’ key information with custom fields in RunSensible, including crucial details like dates of birth, marriage dates, and dates of death.

Achieve peace of mind with easy-to-find estate planning documents

Improve your document management system by organizing crucial client documents, such as wills, trusts, and other important paperwork in a centralized location based on each case, facilitating easy access from anywhere.

Fine-tune your billing and payment processes

Effortlessly generate invoices and increase payment processing speed for estate planning cases.

Don’t miss out on billable opportunities- capture every minute of your work

Real-time time tracking through RunSensible makes it easy to stay informed about your estate planning cases. Whether you charge flat fees or bill by the hour, you’ll always know exactly where you stand.

Opt for the billing method that meets your needs

Choose a flat fee model for straightforward wills, and an hourly rate for estate planning issues that require more intricate work. Save time and maintain a professional image by generating bills that showcase your firm’s logo with ease.

Improve your billing process and receive payments swiftly using RunSensible

Are you tired of waiting for payments to roll in? Make the switch to online payments and get paid 39% faster! With email billing and easy payment options like credit, debit, or eCheck, your estate planning clients will appreciate the convenience. And with RunSensible Payments integration, you can seamlessly sync all transactions to RunSensible and third-party accounting systems.

Expand your estate planning clientele

Elevate your estate planning client intake process and expand your clientele with RunSensible.

Personalize intake forms for estate planning clients

Build your own personalized digital intake forms for wills, trusts, powers of attorney, and additional legal matters, simplifying the process of obtaining essential information.

Connect with clients from across the world

Modernize estate planning by offering online intake and e-signatures, providing clients the flexibility to onboard from wherever they choose.

Gain Insights on the origins of your clients

Keep a close eye on the acquisition channels and referral sources of your estate planning clients. This data will empower you to make informed decisions about your marketing efforts and tailor your outreach to target the most lucrative prospects.

Estate Planning Made Easy: Top Tips for Choosing the Best Software

Estate planning software should be designed with attorneys in mind. Also, the top wills, estate, and probate law software should streamline your administrative tasks, freeing up your time for more billable work. Make a list of your business priorities and select software that is designed to meet those needs. Whether you’re focused on automating billing processes or bringing in new clients, RunSensible can help you stay organized with its user-friendly dashboard. You can also communicate with clients and keep track of meetings. For estate planning attorneys looking to grow their practice, RunSensible provides custom intake forms for wills, trusts, powers of attorney, and more, making it a valuable tool for expansion.