Smokeball is legal estate planning software for attorneys with a library of documents built by attorneys and other legal professionals. Our advanced document automation is designed for your estate planning practice. Using Smokeball as your estate planning software means that there is one single place for storage of all estate information. Drafting airtight living wills, trusts, and advanced healthcare directives fulfill your clients’ wishes and facilitate how estate plans are executed. Satisfied clients are your number one goal. You deserve an estate planning software suite tailored to support you and solve your unique challenges of protecting your clients legacy.
Standardize information collection
Create custom fields in Clio Manage to keep key case and client information on hand, including dates of birth, dates of death, marriage dates, or whatever you need for your estate planning clients.
Learn MoreConnect with estate planning-specific tools
Sync your Clio account with tools like WealthCounsel to quickly and easily draft customized estate plans for your clients.
Keep estate planning documents organized
Keep wills, trusts, and other important client documents organized in a central location according to each case—and access them from anywhere.
Streamline your billing and payments process
Easily create bills and get paid faster for estate planning cases.
Capture every billable minute
Use Clio’s time tracking features to record your work on estate planning cases in real time. Know what you’re investing in cases, even if you charge flat fees.
Learn MoreBill the way that’s best for you
Charge flat fees for more routine wills, or bill hourly for more complex estate planning issues. Quickly create clear, professional bills branded with your firm’s logo. Free download urdu inpage 3 professional.
Learn MoreGet paid faster with credit card payments
Firms who accept credit card payments get paid 39% faster than those who accept payment by check. Send bills to estate planning clients by email, accept credit card payments online. Sync transactions seamlessly to Clio and third party accounting systems with Clio Payments.
Learn More
Tailor intake forms for estate planning cases
Create your own custom online intake forms for wills, trusts, powers of attorney, and more to easily collect the information you need.
Onboard clients from anywhere
Onboard estate planning clients from the comfort of their own homes with online intake and e-signatures.
Know where new clients come from
The cat mario show episode 3. Keep track of how new clients find you and who’s referring estate planning clients to you, so you know your best sources of business. Mario multiverse download link android.
Standardize information collection
Create custom fields in Clio Manage to keep key case and client information on hand, including dates of birth, dates of death, marriage dates, or whatever you need for your estate planning clients.
Learn MoreConnect with estate planning-specific tools
Sync your Clio account with tools like WealthCounsel to quickly and easily draft customized estate plans for your clients.
Keep estate planning documents organized
Keep wills, trusts, and other important client documents organized in a central location according to each case—and access them from anywhere.
Streamline your billing and payments process
Free Will And Estate Planning Software
Easily create bills and get paid faster for estate planning cases.
Capture every billable minute
Use Clio’s time tracking features to record your work on estate planning cases in real time. Know what you’re investing in cases, even if you charge flat fees.
Learn MoreBill the way that’s best for you
Charge flat fees for more routine wills, or bill hourly for more complex estate planning issues. Quickly create clear, professional bills branded with your firm’s logo.
Learn MoreGet paid faster with credit card payments
Firms who accept credit card payments get paid 39% faster than those who accept payment by check. Send bills to estate planning clients by email, accept credit card payments online. Sync transactions seamlessly to Clio and third party accounting systems with Clio Payments.
Learn More
Do It Yourself Estate Planning Software
Tailor intake forms for estate planning cases
Create your own custom online intake forms for wills, trusts, powers of attorney, and more to easily collect the information you need.
Onboard clients from anywhere
Onboard estate planning clients from the comfort of their own homes with online intake and e-signatures.
Know where new clients come from
Keep track of how new clients find you and who’s referring estate planning clients to you, so you know your best sources of business.