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Estate planning software: 3 tools worth considering

estate planning software
By Drazen Vujovic. Reviewed by: James Rose. Last Updated July 2, 2024

The days when estate planning was all about tedious paperwork are long gone. Today, modern software solutions make it easy to do almost everything online and increase efficiency without interfering with accuracy.

Whether you’re looking to better onboard clients, draft wills, or organize financial documents, you’ll find estate planning software that meets your demands. In this article, we’ll explore three excellent options and give you some tips on how to find the best estate planning tool for your business. 

Let’s take a look!

Some of the best tools for your estate planning process

1. Content Snare: Best for client onboarding

Content Snare - client intake software for estate planning

Content Snare is the best client intake software for estate planning. Our platform helps you gather information through customizable form templates, so you can quickly capture relevant data and files before moving forward with estate planning.

Content Snare eliminates annoying back-and-forth communication from your to-do list, which has a couple of practical benefits:

  • Your clients will love you for developing a simple onboarding process
  • You’ll get more time to do the job you’re paid for

Content Snare provides 20+ field types with enough room to add instructions (if needed), so your clients know exactly what you want them to do. Even if they don’t understand instructions, they can post a question and ask for further clarification:

Content Snare - client intake software for estate planning

Another benefit is that Content Snare automatically reminds unresponsive clients to fill out the form — no need for you to waste time on it. The system also streamlines onboarding procedures with progress tracking, access management, advanced security, easy data exports, and many more. 

If you want an estate planning tool to simplify the client intake process, Content Snare is your best option. 

Streamline client onboarding with Content Snare

Content Snare is a simple tool that helps you collect information, content, and files from clients on time. Send our estate planning intake form to your clients as-is, or customize it as you see fit.

Start your free trial

2. WealthCounsel: Best for comprehensive legal document drafting

software for estate planning

WealthCounsel is a premier tool for attorneys specializing in estate planning because it offers a suite of features designed specifically for legal professionals. At its core, WealthCounsel gives you all the tools you need to draft customized legal documents. That way, it ensures precision and compliance with current regulations.

US-based attorneys will love WealthCounsel’s specific ancillary documents as these guarantee compliance with current laws in all states. This is possible because the platform continuously updates its templates and estate planning documents to reflect legislative changes. 

software for estate planning

WealthCounsel also gives you advanced tools for creating complex estate plans such as living trusts, wills, and powers of attorney. Overall, this platform provides a truly comprehensive solution for legal document drafting that meets the highest standards of estate planning attorneys.

3. Vanilla: Best for financial advisers

software for estate planning

Vanilla offers a client-centric approach to estate planning thanks to its extensive visualization tools. Many clients don’t understand the whole estate planning process, and Vanilla addresses this issue by helping you create detailed visual representations of a client’s estate. This is how you can better explain the complexities of asset distribution, tax implications, and other details.

Another interesting feature is Vanilla’s scenario planning. It enables you to simulate different estate planning scenarios, so clients see the potential outcomes of different strategies. For example, you can use it to explain the impact of gifting strategies or possible changes in tax laws.

software for estate planning

More importantly, Vanilla assists you in standardizing estate planning procedures through guided workflows. This is a nice way for larger organizations to reduce processing times and track the progress of all estate planning projects.

Criteria for choosing the right estate planning software

Although we showed you some of the best options, there are lots of other tools you could consider. But in order to do so properly, it’s important to analyze at least some of the following quality criteria.

Software features

First things first — you must find a tool with features that augment your estate planning process. Lawyers and financial advisers may have different expectations, but some of the most sought-after features include:

  • Client onboarding forms and templates
  • Tools for drafting different types of wills and trusts
  • Healthcare directive
  • Financial power of attorney
  • Provisions for naming guardians for minors
  • Asset tracking

Your software of choice doesn’t necessarily have to include all of these features, so feel free to focus on functionalities that make a difference in your work.

Price

Small firms often consider pricing to be the most important decision-making factor. If that’s the case with you, do the homework by comparing different options — it will help you determine if a given platform fits your budget while offering good value.

User reviews 

Content Snare - client intake software for estate planning

Screenshot source: G2 reviews

Another thing you can (and should) do is check what other users have to say about a given estate planning tool. Popular software rating platforms such as G2 or Capterra generate lots of legitimate reviews, helping you understand the pros and cons of different tools. In a nutshell, a high score on user review platforms gives a pretty good indicator of reliability and client satisfaction. 

Customization abilities

Every estate plan is highly individual, which means the tool you pick must guarantee a high degree of customization. For instance, it should be able to accommodate unique personal circumstances such as:

  • Blended families
  • Special needs dependents
  • Specific asset distributions
  • Digital asset management

It’s also recommended to find a tool with customizable questionnaire templates for client onboarding and other information-gathering purposes.

Related: How to make an estate planning questionnaire (free template included)

Security 

Estate planning requires advanced security measures because it involves a lot of sensitive information. That’s why you need a system that offers encryption, secure data storage, strong privacy policies, and other security mechanisms. In addition, your estate planning software must comply with relevant data protection regulations such as GDPR or CCPA.

Pick a tool that solves your problems

With that said, the only thing left to add is to use a tool that solves your particular problems. For instance, WealthCounsel is great for estate planning attorneys looking for an all-encompassing platform to draft documents. If you’re struggling with client onboarding, Content Snare is the way to go.

The options are versatile, but that’s a good thing — it means you will quickly find the one that perfectly suits your professional demands.

Streamline onboarding with a free estate planning questionnaire template

Content Snare is a simple tool that helps you collect information, content, and files from clients on time. Send our estate planning intake form to your clients as-is, or customize it as you see fit.

Start your free trial

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Drazen Vujovic

Dražen Vujović is a journalist and content writer. More importantly, he is a father of two and a long-distance runner.

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