Estate Planning Software

A Blueprint for Profitability

Clients rely on estate planning attorneys for guidance and expertise during life’s most important milestones. With a comprehensive set of tools including automated matter workflows, Actionstep’s all-in-one estate planning legal software allows your firm to focus on what you do best: supporting your clients throughout their lives.

Grow Your Estate Planning Practice Sustainably

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 also 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."

-Audra Bailey Wilcox, Sexton/Baily Attorneys

Automated Estate Planning Workflows

Actionstep keeps your firm moving through automated workflows that provide step-by-step matter process, eliminating the need to manually complete estate planning matters and ensuring no client or opportunity falls through the cracks. Specialist workflows provide your firm with a proven, structured process that gives visibility into every estate planning matter’s progress, no matter how complex.

Tools to Build Lasting Client Relationships

Estate planning attorneys understand the importance of strong client relationships. Connect meaningfully with your clients throughout their lives individually or through group engagements using Actionstep’s client management features. Rather than waiting for clients’ estate planning milestones to happen, Actionstep helps you anticipate these events and provide exceptional service. These connections increase the likelihood of client recommendations and referrals through family and beneficiary networks.

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. Actionstep gives you one place to store and organize all your client data and files. Webforms streamline the client records process beginning with initial client intake and continuing through regularly scheduled record updates. Both your clients and your firm can have complete confidence that all the information is correct, up-to-date, and protected with bank-grade security

Powerful Document Automation and Management

Advanced document automation allows your firm to pull data from estate planning matters and into preconfigured will, trust or other estate planning document templates with just one click. Document management provides the option to store files of any type within your matters, and search functionality lets you quickly locate any document in the Actionstep system. You can even open, edit, and save documents in Actionstep directly from Microsoft Word.

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