Practice Management Software for Estate Planning Attorneys
Manage wills, trusts, and estate administration with a modern platform designed for efficiency. Organize complex estate documents, track client relationships across generations, and automate your billing — all in one place.
Common Challenges for Estate Planning Lawyers
If any of these sound familiar, you're not alone. Most estate planning practices face these same obstacles every day.
Managing long-term client relationships across family generations
Organizing complex estate documents (wills, trusts, powers of attorney)
Tracking review dates and document update schedules
Coordinating with financial advisors, accountants, and other professionals
Maintaining accurate billing across flat-fee and hourly engagements
How Clienty Helps Estate Planning Lawyers
Purpose-built tools that solve the specific challenges of estate planning practice management.
Client Management
Track client relationships across family members and generations with comprehensive contact and communication history.
Document Templates
Create and manage templates for wills, trusts, powers of attorney, and healthcare directives.
Secure Document Storage
Enterprise-grade encrypted storage for sensitive estate planning documents with client portal sharing.
Task & Reminder System
Schedule document review reminders, track signing appointments, and manage follow-up tasks.
Client Portal
Provide clients secure access to their estate documents, reducing administrative burden on your office.
AI Document Generation
Generate estate planning document drafts and summaries with context-aware AI assistance.
“Clienty is a game-changer. It's highly customizable, intuitive, and incredibly easy to use.”
David Bigney
Managing Attorney
Learn More About Clienty
Explore everything Clienty has to offer for your estate planning practice.
All Features
Client management, AI document generation, billing, client portal, Outlook integration, and more.
Explore FeaturesPricing Plans
Transparent pricing starting at $99/month. Starter, Pro, and Growth plans for every practice size.
View PricingSolutions by Firm Size
Whether you're a solo practitioner or a growing firm, find the plan that fits your needs.
Find Your SolutionSee How Clienty Helps Estate Planning Firms
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