Manage complex client estates with clarity, security, and ease.
TimeSolv equips estate planning attorneys with the tools to manage wills, trusts, probate matters, and client communications while keeping all documents and deadlines in order.
independent consultants, and solopreneurs.
Estate planning requires careful tracking of document versions, funding instructions, and recurring trust reviews.
TimeSolv can store intake questionnaires, executed wills and trusts, detailed asset inventories, correspondence with financial institutions, and scheduled review records in one secure location.
Simplify payment collection for estate planning work.
TimeSolv supports flexible billing for hourly consultations, flat-fee packages, and ongoing trust administration services, ensuring payment collection is seamless and transparent.
Accept secure online payments for drafting fees, court costs, and ongoing administration services.
Process multiple transactions at once for annual services or recurring administrative work.
Record court filing fees, recording charges, and fiduciary service costs with accuracy.
Manage estate documents, correspondence, and client communications securely.
With our TimeSolv CRM add-on, you can keep every prospect, client, and matter document organized.
Create intake questionnaires that capture family details, asset information, beneficiary designations, and fiduciary contacts for accurate drafting.
Schedule reminders for annual trust reviews, funding updates, beneficiary changes, and required court filings.
Customized, automated messages to every prospect keep your law firm top-of-mind in their world.
Categorize and customize every estate planning matter.
TimeSolv applies structure to your budget tracking without adding extra steps, so your estate planning work stays efficient and profitable.
Link budget estimates to time entries for wills, trusts, and probate services to ensure accurate reporting and matter profitability.
Access real-time dashboards that show financial progress on each client matter, helping you stay on top of estate planning timelines and fees.
Alert staff when time or fees for an estate plan exceed budgeted limits, building client trust through transparency.
can help your estate
planning practice.
Billing and invoicing tools for estate planning lawyers that make work easier.
NetDocuments Integration
Organize and retrieve estate planning documents, asset inventories, beneficiary designations, and probate court filings with advanced search and secure access controls.
QuickBooks Integration
Link billing and expense tracking to client ledgers for accurate trust administration accounting and detailed estate settlement reports.
TimeSolvPay
Accept and track online payments for will drafting, probate filings, annual trust reviews, and ongoing administration services in one system.
Microsoft 365 / OneDrive
Draft, edit, and collaborate on estate planning documents directly in Outlook and OneDrive while maintaining version control for every signed instrument.
Custom Rate Setup
Configure billing rates by client, matter type, or service package to reflect specialized estate planning work such as complex trust structures or multi-jurisdictional probate.
Renewal & Deadline Tracking
Monitor and automate reminders for trust funding reviews, estate plan updates after major life events, and statutory probate filing deadlines.
What our users have to say
It centralizes matter data, automates review and renewal reminders, and streamlines collaboration with clients and fiduciaries.
Yes. Set up flat fees for wills, trusts, or complete estate packages.
Yes. Securely store digital copies with indexing for quick retrieval.
Direct integration is not provided, but documents can be stored and linked to matter timelines for filing.
Yes. Maintain compliant trust accounting for retainers and administrative fees.
