Best Estate Planning Software for Attorneys in the Market Today
Less than half of adults in America have created a will for themselves. For an attorney that does estate planning, that’s a huge potential client base.
However, if you want to set yourself apart from others in the business, you need to make sure you have the best software for attorneys. That is what we have to offer to you.
What makes our software the best is it’s client-centered, flexible, and easy-to-use. Keep reading to learn more about how Beyond Drafting can help you help more clients and boost your revenue.
Client-Centered
The most important aspect of our software program is that it focuses on the client.
Word-of-mouth is the best form of advertising you can get and the only way to get it is to have happy clients that are eager to share their experiences with friends and family members.
Let’s take a closer look at three aspects of our software that keep it focused on the client so they will have a great experience at your firm.
Uses Personal Language
For the layperson, legal documents are difficult to understand. One of the things that makes them so is the wording.
Although “trusts,” “beneficiary,” and “administrator” make perfect sense to you, the average person has a hard time knowing who is who in a will.
That’s why we use personal pronouns in our drafts. It allows your client to know exactly what they’re saying when phrases like “I leave $1,000 to each of my grandchildren.”
Makes Relationships Clear
Part of this personal language we already touched on, and that is that it makes relationships clear. We allow clients to use names and relationships to define who is getting what.
This also creates clarity in cases where there is more than one person in the family with the same name or a similar name. For example, if a suffix is accidentally omitted, “my son, John Smith” will clarify that it’s not “my brother, John Smith.”
Another advantage of using names and relationships is that it creates a stronger bond between you and your client. They feel as though you’ve taken the time to get to know them and their family members.
Once again, this is a way that you can ensure each client has a great experience with your firm to increase the chances that they’ll share it with others.
Concise Documents
One of the reasons so many people put off making a will in the first place is how intimidating the process is. We offer concise documents that only include the necessary information.
When a client is able to read over their will in a matter of minutes and fully understand it, they’ll feel confident that their desires will be carried out upon their death.
Flexible
Our software isn’t just created for your clients. It’s also meant to provide you with a more efficient way to draft wills.
Since we understand that wills are extremely personal and that each firm has its own way of doing things, we build flexibility into the system in two main ways. Let’s take a look at those.
Formatting Features
Whether you have a preferred font or want to reformat a document to make it your own, it’s as easy as a few clicks of the mouse.
Some of the formatting features that you can take advantage of include:
- Moving paragraphs
- Updating the table of contents
- Adding, copying, or deleting new paragraphs as needed
- Capitalizing or bolding names
- Adjusting the margins
This can all be done from our convenient toolbar so you don’t have to waste time trying to figure out how to make changes to the document.
Add Supporting Documents
Another aspect of our software that makes it flexible is how many supporting documents it comes with. These will help you guide your client through the estate planning process without missing a step or causing confusion.
Here are some of the supporting documents you can gain access to with our software:
- Questionnaires
- Cover Letter
- Letter of Last Instructions
- Directions with Respect to Remains
- Engagement Letter
- Check Plan
- Tax Seminar Follow-up
- Survey
Being able to quickly create these additional documents will help you save time and ensure you’re providing the best possible service to each client.
Easy to Use
We also make our software easy for you to use. As lawyers ourselves, we understand the amount of work that already goes into drafting documents and want to simplify that process for you.
Not only have we built a streamlined process into the software, but we also offer a scenario builder to help you create documents even more quickly.
With the scenario builder, you can create several templates that are designed for the most common types of clients you see. More than likely, you’ve already made dozens if not hundreds of similar wills in which only key details were changed.
To keep you from creating the same will over and over, you can use the scenario builder to have drafts ready to be setup. Then, all you have to do is plug in the correct names, dollar amounts, and other specifics.
There are four main types of documents you can have ready:
- General Durable of Attorney
- Living Will
- Health Care Power of Attorney
- Will and Revocable Trust
With the last type, you can also set up:
- Age requirements
- Specific distributions
- Fiduciaries
- Residuary
- Miscellaneous provisions
As you can imagine, this provides you with an easy way to meet the needs of each client without wasting their time or yours on drafting each document from scratch.
Check Out the Best Software for Attorneys for Yourself
Now you know what makes Beyond Counsel’s estate planning software for attorneys the best in the industry. We have over 15 years of experience and have helped lawyers produce over 1 million documents.
If you want to try out our program for yourself, contact us today and sign up for a free demo. We want you to be able to try it before you buy it so you can be sure it’s right for you and your practice.
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