Wills, Trusts & Estate Planning
Managing wills, trusts, and estate planning requires attention to detail, structured documentation, and ongoing legal compliance. Whether you’re handling inheritance disputes, drafting wills, or managing estate administration, CasePal keeps everything organized—so you can focus on protecting your clients’ legacies, not administrative tasks.
✅ All Estate Documents in One Place – Store wills, trust agreements, and inheritance records securely.
✅ Deadline & Compliance Tracking – Never miss estate filings, probate hearings, or trust distributions.
✅ Client & Case Management – Easily track estate planning, will amendments, and disputes in a structured system.
📌 An Estate Planning Case – Walkthrough Example
🔹 Case: Your firm is drafting a comprehensive estate plan for a client with multiple properties and beneficiaries.
1️⃣ Step 1: Client Consultation & Case Setup
✔ Enter the client’s details into CasePal’s intake form (Name, Beneficiaries, Estate Details).
✔ The system automatically creates a case file where you can store wills, trust agreements, and estate tax planning documents.
✔ The client receives an email with a secure portal link to create their password and log in.
2️⃣ Step 2: Drafting & Storing Estate Planning Documents
✔ Upload draft wills, power of attorney documents, trust deeds, and asset distribution plans.
✔ Clients can review drafts and submit requested changes through their portal.
✔ Assign tasks to paralegals or financial planners for legal research and tax calculations.
3️⃣ Step 3: Tracking Deadlines & Compliance Requirements
✔ Set reminders for trust administration, inheritance tax filings, and will execution dates.
✔ Track estate settlement milestones, ensuring that probate and trust disbursements are on schedule.
✔ CasePal automatically notifies the team and clients about required legal actions.
4️⃣ Step 4: Client Communication & Estate Management
✔ Clients log into their secure portal to check estate planning progress, request amendments, or provide additional documents.
✔ Every time a milestone is updated (e.g., will finalized, trust created, executor assigned), clients get an automatic email notification.
✔ Maintain secure communication with heirs, executors, and tax professionals directly within CasePal.
5️⃣ Step 5: Billing, Invoicing & Payment Collection
✔ Bill per hour, fixed fee, or estate administration charge, depending on the case.
✔ Send quotes/estimates before drafting wills or setting up trusts.
✔ Clients pay online via EFT, credit card, or mobile banking, and all transactions are tracked inside CasePal.
✅ The Result? Your estate planning cases stay structured, legal requirements are met, and clients remain informed at every step.
🔹 What CasePal Does for Estate Planning Lawyers
✔ Wills & Trusts Management – Draft, store, and execute estate plans efficiently.
✔ Executor & Beneficiary Tracking – Manage estate settlement tasks and asset distribution.
✔ Task & Deadline Automation – Assign and track legal tasks for estate filings, tax compliance, and inheritance matters.
✔ Secure Document Storage & Sharing – Store wills, power of attorney documents, and trust agreements securely.
✔ Billing & Payments – Invoice per hour, flat fee, or estate-based charges, send estimates, and track payments seamlessly.
CasePal helps estate planning lawyers focus on protecting legacies, not managing paperwork.
FAQs – Wills, Trusts & Estate Lawyers & CasePal
1️⃣ Can I track probate hearings and estate filings in CasePal?
Yes! You can set up reminders for probate court dates, tax filings, and trust distributions.
2️⃣ Can multiple lawyers collaborate on estate planning cases?
Yes! You can assign different team members to specific estate matters, executor communications, or tax filings.
3️⃣ Can my clients track estate planning progress?
Yes! Clients can log into their secure portal to review legal documents, request updates, and communicate with your firm.
4️⃣ Does CasePal support flat-fee billing for estate planning services?
Yes! You can bill per hour, flat fee, or estate-based fees, and send quotes/estimates before engaging in legal work.
5️⃣ Is estate and client information secure?
Absolutely! CasePal uses bank-level encryption to protect all estate planning documents, legal agreements, and client information.
CasePal Goes Beyond Estate Planning Case Management
🚀 Extra Services for Wills, Trusts & Estate Planning Law Firms
🔹 Law Firm Websites – Get a professional WordPress website optimized for estate planning clients.
🔹 Cybersecurity & Data Protection Training – Ensure privacy for sensitive inheritance and trust documents.
🔹 IT Support – Setup, troubleshooting, and document signing integrations.
🔹 Digital Marketing for Estate Planning Firms – Google Ads, SEO, and lead generation campaigns to attract high-net-worth estate clients.
💡 Estate planning is about securing the future—CasePal helps you manage it seamlessly.
