Estate Planning Software
Clients rely on estate planning attorneys for guidance and expertise during life’s pivotal moments. With a comprehensive set of tools including automated matter workflows, Actionstep’s estate planning software empowers lawyers to focus on supporting clients at every stage of their life journey.
Why Actionstep works for estate planning law firms
The best estate planning legal practice management platform for lawyers and the entire team of professionals helping your clients on their estate planning journey.
Automate estate planning workflows
Keep your work moving forward with automated workflows that provide step-by-step matter process, eliminating the need to manually complete tasks. Tailored workflows offer your firm a reliable, structured approach, ensuring visibility into the progress of every intricate estate planning matter.
Workflow AutomationBuild lasting client relationships
Estate planning lawyers recognize the importance of cultivating robust client connections. Engage meaningfully with your clients leveraging Actionstep’s client management capabilities that helps you foresee crucial events to deliver exceptional service. These connections not only enhance the probability of client recommendations but also foster referrals within family and beneficiary networks.
Client Relationship ManagementEnsure secure and accurate client records
Estate planning firms retain significant, highly sensitive financial and personal data for their clients, so accuracy and security are critical. With Actionstep, get a secure and centralized repository to store and organize all client data and files. Have confidence, assuring both your clients and your firm that every detail is accurate, current, and shielded by bank-grade security measures.
Powerful document automation and management
Pull data from estate planning matters into preconfigured will, trust, or other estate planning document templates with one click using Actionstep’s advanced document automation. Leverage document management features to store files of any type within your matters, and search capabilities that let you quickly locate documents in Actionstep. You can even open, edit, and save documents in Actionstep directly from Microsoft Word.
“Actionstep makes it simple for your estate planning firm to build a steady flow of revenue from both new and current clients. With built-in Marketing tools, you can more effectively engage, track, and convert prospects. Actionstep’s Client Management and Workflow features help you generate more incoming work from your current client base through additional matters and referrals. Automatically contact clients at regular intervals and key estate planning moments, ensuring you never miss an opportunity.
I would do it again in a heartbeat. It has been the best thing that we ever did, the easiest software that we’ve ever used, the easiest to teach. It has really been a game changer.”
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
Key features
