Solutions Estate Planning
The estate planning CRM built for clients across generations.
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.
Sound familiar?
What slows estate planning firms down, and what we fixed.
- 01Managing long-term client relationships across family generations
- 02Organizing complex estate documents (wills, trusts, powers of attorney)
- 03Tracking review dates and document update schedules
- 04Coordinating with financial advisors, accountants, and other professionals
- 05Maintaining accurate billing across flat-fee and hourly engagements
Built for estate planning, plus everything else a firm needs.
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.
Lexi, on every plan
Ask Lexi to draft, summarize or find anything in the case file. She asks before saving a thing.
Free data migration
Our team moves your clients, matters and documents over from your current system at no cost.
Step by step
How a estate planning matter runs in Clienty.
01A questionnaire before the design meeting
Build your intake questionnaire with the form builder and send it by email or text, so clients gather family, asset and beneficiary details before they sit down with you.
02Every person and entity, linked
Contacts cover people, organizations and trusts, so spouses, children, trustees, guardians and the trust itself are tied to the matter with their roles.
03Drafts from your own documents
Import your Word wills, trusts and powers of attorney without losing formatting, map placeholders once, and generate drafts from the matter. Lexi can help turn an existing document into a template.
04Flat-fee billing
Bill plans as flat fees, take a deposit and set up payment plans. Clients pay by card, ACH, Apple Pay or Google Pay from the pay page or the portal.
05Signing and follow-up
Schedule the signing on Outlook, send reminders by text and share final documents through the portal. Automations with wait steps can follow up later, for example to check on trust funding or offer a plan review.
Keep exploring
Estate Planning FAQ
Can I schedule estate plan review reminders?
Yes. Schedule document review reminders, track signing appointments and manage follow-up tasks so no plan goes stale.
Can I build templates for wills and trusts?
Yes. Create templates for wills, trusts, powers of attorney and healthcare directives. Starter includes 10 templates, Pro 50 and Growth unlimited.
Can clients access their estate documents?
Yes. Share documents through the secure client portal so clients can find them without calling your office.
“Clienty is a game-changer. It's highly customizable, intuitive, and incredibly easy to use.”