Use case · 3 tools
Estate planning document drafting and probate or estate administration software. Below are the 3 tools we list for estate planning, each with what it’s best for and what to watch out for.
Drafting & Documents
WealthCounsel offers estate planning software for attorneys, with additional solutions for elder law, business law, trust administration, CLE, and legal marketing.
Best forEstate planning and elder law attorneys who want drafting software sold as a membership (Wealth Docx, Elder Docx, Business Docx).
Case Management
EstateMin helps law firms handle probate, trust, and planning cases faster, reduce errors, and free up the team's time.
Best forTrust and estate firms that want matter software built for probate and trust administration.
Case Management
Trust and estate administration software that simplifies data inputs, fiduciary accounting, reporting, task management, and document automation.
Best forFirms and trust companies administering estates and trusts that need fiduciary accounting.