Estate Planning Software.
From the initial questionnaire through trust funding and periodic reviews, LegalEdge streamlines every step of estate planning. Generate complete document packages, track asset inventories, manage trust administration, and bill flat fees — all from one platform designed for how estate planners actually work.
Built for Estate Planning
Estate planning is a document-driven, relationship-driven practice. LegalEdge gives you the tools to create comprehensive plans efficiently and maintain client relationships for decades.
Document Packages
Generate complete estate planning packages — wills, revocable trusts, irrevocable trusts, durable powers of attorney, healthcare directives, and HIPAA authorizations — from a single client questionnaire. Every document is internally consistent and cross-referenced.
Trust Administration
Manage trust administration from initial notice to final distribution. Track trustee duties, beneficiary communications, asset inventories, accountings, and distribution schedules. LegalEdge ensures fiduciary obligations are met at every step.
Flat-Fee Billing
Estate planning runs on flat fees, not hourly billing. LegalEdge supports flat-fee matter types with payment plans, installment tracking, and automatic invoice generation tied to document delivery milestones. Bill the way your clients expect to pay.
The Estate Planning Lifecycle
A great estate plan is not a one-time event. LegalEdge maps the full lifecycle from initial consultation through ongoing reviews and updates.
Client Questionnaire & Data Collection
Send clients a comprehensive online questionnaire before the first meeting. Collect family information, asset details, beneficiary designations, and planning goals. Data flows directly into your matter and auto-populates every document in the estate plan — no re-entry, no transcription errors.
- Online questionnaire with conditional logic
- Family tree and beneficiary relationship mapping
- Asset inventory with account details and titling
- Planning goals and special instructions capture
Asset Inventory & Titling Review
Build comprehensive asset inventories that track real estate, financial accounts, retirement plans, life insurance, business interests, and personal property. Review titling to ensure assets are correctly positioned for the estate plan. Flag assets that need retitling or beneficiary designation updates.
- Categorized asset inventory with current values
- Titling analysis with retitling recommendations
- Beneficiary designation review and tracking
- Asset-to-trust funding checklists
Probate Workflow Management
When probate is necessary, LegalEdge provides complete workflows from petition filing through final distribution. Track court deadlines, creditor notice periods, inventory filing requirements, and accounting submissions. Manage the probate timeline with jurisdiction-specific checklists.
- Petition and appointment tracking
- Creditor notice period monitoring
- Inventory and appraisement management
- Final accounting and distribution tracking
Document Drafting & Assembly
Draft wills, trusts, and ancillary documents from your approved templates with client data auto-populated. LegalEdge maintains clause libraries for special provisions — special needs trusts, generation-skipping provisions, charitable remainder trusts, and more. Assemble the complete package with a table of contents and execution instructions.
- Template library with firm-approved language
- Clause library for special provisions and trust types
- Automatic cross-referencing between documents
- Execution instruction sheets for signing ceremonies
Trust Funding Tracking
The best trust is worthless if assets are never funded into it. LegalEdge tracks every asset that needs to be retitled, every beneficiary designation that needs updating, and every transfer deed that needs recording. Automated follow-up reminders keep funding on track after the signing ceremony.
- Asset-by-asset funding status tracking
- Transfer deed and assignment generation
- Beneficiary designation change letter templates
- Automated funding follow-up reminders
Periodic Review & Plan Updates
Estate plans need regular review. LegalEdge schedules periodic review meetings, tracks life changes that trigger plan updates (births, deaths, marriages, divorces, asset changes), and maintains a complete history of every version of every document. When it is time to update, you have full context without digging through old files.
- Automated review scheduling (annual, biennial, custom)
- Life event tracking with plan impact analysis
- Document version history with comparison tools
- Client communication templates for review outreach
1,800+ Estate Planning Forms Ready for Your Jurisdiction
Wills, revocable trusts, irrevocable trusts, powers of attorney, healthcare directives, transfer deeds, and probate court forms — all auto-filled from your client data. State-specific language and execution requirements built in.
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