Estate planning software for organized, repeatable client work
EvidenceDesk estate planning software gives firms repeatable workflows for wills, trusts, powers of attorney and probate: intake questionnaires, document checklists, signing appointments, flat-fee billing and secure document delivery through the client portal.
Why estate planning firms need workflow, not just storage
Estate planning work is highly repeatable. Each client goes through similar steps: intake, a questionnaire about family and assets, drafting, review, signing and funding instructions. The risk is not complexity but inconsistency: a missed step, an unsigned document or a client who never returns the questionnaire. Software with task checklists and reminders keeps every plan moving.
How EvidenceDesk supports estate planning
Estate planning template
Family members, fiduciaries, beneficiaries and asset categories.
Intake questionnaires
Collect client information online before the design meeting.
Task checklists
Standard steps for wills, revocable trusts, powers of attorney and healthcare directives.
Flat-fee billing
Bill packages as flat fees while still recording time for internal review.
Signing appointments
Schedule execution meetings on the firm calendar with reminders.
Secure delivery
Share drafts and final documents through the client portal.
Probate and trust administration
Track inventories, notices and deadlines as their own matters.
An estate planning workflow
A prospect books a consultation and completes the intake questionnaire.
The engagement and flat fee are recorded.
The matter opens with a checklist for the chosen plan.
Drafts are shared for review through the portal.
The signing appointment is calendared and confirmed.
Final documents are delivered and the matter is closed with a review reminder.
Probate matters
Probate and trust administration involve deadlines, notices to interested parties and accounting for estate funds. EvidenceDesk calendars those dates and can track funds held in trust for an estate. Rules vary by state, so confirm requirements in your jurisdiction.
Key capabilities for estate planning firms
Document templates
Generate wills, revocable trusts, powers of attorney and health care directives from templates filled with client data.
Intake questionnaires
Collect family, asset and beneficiary information once and reuse it across documents.
Signing checklists
Track drafting, review, signing and funding steps so every plan is completed.
Flat fee packages
Price common plans as packages and track payments against each.
Client portal
Share drafts securely and collect signed documents and asset information.
Review reminders
Schedule periodic plan reviews after life events or set intervals.
Keeping estate plans organized for years
Estate planning relationships can last for decades. A plan signed today may need to be found, updated or administered many years later by someone who never met the client. Storing the final signed documents, drafts, correspondence and asset records together on the client's matter, with clear naming and version history, makes the file usable long after the original attorney has moved on. Linking related family members keeps spouse and joint plans connected.
Review your matter templates once a year so checklists reflect current forms and signing practices in your state.
Frequently asked questions
What is estate planning software?
Estate planning software helps law firms manage wills, trusts and related matters with intake questionnaires, document checklists, scheduling, flat-fee billing and secure document delivery.
Does EvidenceDesk draft estate planning documents?
EvidenceDesk organizes the workflow and documents around each plan. Firms use their own templates or drafting tools for document assembly.
Can I bill estate plans as flat fees?
Yes. Flat-fee billing is supported, and time can still be recorded for internal reporting.
Can clients send documents securely for an estate plan?
Yes. Clients upload files and exchange messages through the secure client portal, and the documents are saved to the matter.
How much does EvidenceDesk cost?
Solo is $39, Firm $69 and Litigation Pro $99 per user per month billed annually ($49, $85 and $119 billed monthly).
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