Guides

Looking for ways to make your estate planning practice run more efficiently?

Check out one of our guides below for detailed insight on how to save time, earn more, and deliver service that your clients will tell their friends about.

Illustration of a law office showing three professionals engaged in conversation, one seated at a desk with a computer, while two others shake hands in front of shelves filled with books.

Estate Planning Software for Small Firms

Laptop displaying estate planning software interface on a desk with a lamp, stationery, and a window in the background.

Estate Planning Software for Solo Attorneys

A computer monitor displaying a table titled 'My Drafts' with client names, statuses, and document names, surrounded by office supplies such as books, pens, and a lamp.

Estate Planning Document Drafting Software

A laptop displaying an estate planning software interface, with questions about home ownership and basic estate plan information, set on a desk alongside stationery.

Automated Estate Planning Intake Forms