5 Benefits Of Using Estate Planning Software For Attorneys

5 Benefits Of Using Estate Planning Software For Attorneys

Seth Gordon
October 12, 2023

People have always depended on technology to find solutions to their problems. But what if technology makes it easier to do estate planning for attorneys? Attorneys can now provide more efficient holistic estate planning services through estate planning software. But how is using estate planning software beneficial for attorneys? Here are some ideas.

1. Makes Work Efficient

Estate planning software allows attorneys to quickly and easily create estate plans that are more comprehensive, efficient and effective. It will enable them to input the client's information into the software and then generate an estate plan that is tailored to the client's individual needs.

Creating estate plans has never been faster and easier. It means that attorneys can make more customized estate plans to meet clients' specific goals and objectives. They will have more time to learn about clients, understand their preferences, and actuate their goals. Estate planning software should make work more effective than usual.

2. Quicker Work Process

With estate planning software, lawyers can quickly generate and assemble estate planning documents. For example, if a client wants to create a last will, the software will help them draft the will and compile all the necessary documents.

They can also add supporting documents, such as a trust agreement, financial statements, and affidavits, making the work process much faster. A faster work process does not only mean having the time to accept more clients. It also means less work and fewer chances of getting burned out quickly.

3. Better Communication among Clients

When you use CRM software, you can send information directly to your clients. You can send them an email or a text message, and they can view it quickly. It also opens a more convenient and secure way to forward information without meeting in person.

You can also provide your clients with an online community where they can ask questions and post updates. The community can help you stay in touch with your clients and better understand what they want and how they are progressing.

4. Cost-Efficient Solution for Convenience

When you're a busy person, you might feel like you have to sacrifice quality care to have time for other things in your life. However, with the help of an online counselling service, you get the convenience of being able to schedule your sessions around your schedule. You can avoid missing work or other essential appointments to get the help you need. You can also take advantage of the fact that you won't have to pay for expensive travel costs, saving you a lot of money.

5. Get More Out of Estate Planning

Estate planning is an essential part of everyone's life. Unfortunately, not everyone gets the chance to have the estate planning done before they pass away. Therefore, people should have a plan to know what will happen to their property and belongings when they're no longer there.

With the help of an online counselling service, you can get more out of your estate planning. You can get a will, a trust, and more. You can also get help planning your funeral to know what to expect. It can help you get more peace of mind and ensure your final days are as easy as possible.

Why Should People Consider Estate Planning?

Estate planning is not just for the wealthy. It is for everyone. It is not just for older people either. You can start planning your estate at any age. When you plan your estate, you take control of your life and death. You make decisions about your money, property, health care, and final arrangements. You also ensure your family is taken care of after you leave.

a. Save Money on Taxes

An estate plan can minimize the amount of taxes your family pays after death. By placing your assets in trusts, you can reduce estate taxes. You can also use life insurance to pay estate taxes.

b. Avoid Probate

Probate is a court-supervised process for distributing your assets after you die. Probate can be expensive and time-consuming. However, a well-drafted estate plan can help you avoid probate. Skipping probate can also prevent family members from fighting, which often happens in instances where there is no will.

c. Make Healthcare Decisions

A healthcare directive lets you appoint someone to make healthcare decisions on your behalf if you cannot do so. It is essential because it ensures your wishes are carried out if you cannot communicate them. There are also instances where family members can decide if doctors will resuscitate a patient or not.

d. Plan Funeral Arrangements

Death is unexpected. However, people can plan and select what they want at their funeral. For example, they can become very detailed to the point that they can choose which flowers will be displayed beside their coffin. They can also decide which method they will be laid to rest.

e. Protects Assets

After a person has passed away, their assets will be divided amongst their loved ones. However, if there is no will, the estate may be divided based on intestacy law. It means that the state will decide who will get what. Usually, the method may not be fair to everyone as it does not consider the wishes of the deceased.

Factors to Consider in Estate Planning

There are some factors that you must consider when you are planning your estate. One of the critical factors is the type of assets you own. If you own assets that are not correctly titled, you may need to consider using a trustee or other means to transfer your purchases to your heirs. It is essential because you want to ensure that your heirs can receive your assets.

Another factor you will want to consider is the nature of your relationship with your heirs. If you have children, you will want to consider how your estate will be divided among them. You will also want to consider whether you have other relatives who are not your children. You will want to ensure they are treated fairly when your estate is divided.


If you have not yet created an estate plan, it is essential to do so as soon as possible. An estate plan can help ensure your final wishes are carried out and that your family is taken care of after you are gone. If you have questions about estate planning or want to learn more about how we can help you, contact us today to schedule a consultation.

Estateably aims to assist lawyers through estate administration and probate management software for professionals. Our goal is to make estate planning in Ontario more accessible for attorneys and their clients. Trusted by over 500 firms, we can automatically file court forms and precedent letters to simplify accounting, inventory, and report generation. Inquire or book a demo to learn more about our services on our website today.

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