Estate Planning Law

As an estate planning attorney, your clients count on you to ensure their legacy is carried out according to their plans. Make sure you have the right tools to ensure their wishes are honored.

With document management features to keep important files accessible, invoicing and payment processing features for better billing, and a secure client portal to keep your clients updated at every step, TimeSolv is designed to support estate planning law firms.

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  • Ensure Every Case is Organized

    Your clients depend on you to ensure every detail of their estate plans are in order.

    Keep legal documents organized and accessible with TimeSolv’s robust document management tools.

    Draft documents in seconds

    Don’t start wills, beneficiary designations, and other legal documents from scratch. Leverage stored client and matter information with document automation to save time and prevent data entry errors.

    Access legal documents

    Find, review, and change client documents securely and quickly on any device—even your phone—using custom tags and document descriptions. 

    Say goodbye to data entry errors

    Integrate TimeSolv with Law Ruler, Office 365 Outlook, and Dropbox to import the information and files you need quickly and efficiently. Eliminating the need for manual data entry also reduces human errors that could jeopardize the validity of your client’s estate plans.

    Learn more about TimeSolv’s document management software
  • Get Paid Faster With Online Payments

    Give your estate planning clients the opportunity to pay for your services online through a multitude of simple and secure digital payment methods.

    Give your clients more payment options

    Your clients pay faster when they have the freedom to pay the way that suits their budget. Accept ACH transfers, credit cards, and debit cards with TimeSolvPay.

    Achieve zero AR

    Reduce the friction in your billing and invoicing process to shorten the payment cycle and increase your collection rate. TimeSolv makes it possible to run payment for hundreds of invoices with just one click.

    Next-day funding

    Next-day funding gives you access to your money faster, so your firm can benefit from a healthier cash flow.

    Learn more about TimeSolvPay
  • Simplify Client Communications

    Using the secure client portal from TimeSolv, you can keep your clients engaged and build stronger relationships with them.

    Share documents, send messages, keep clients up to date, and more from one simple dashboard.

    Offer clients more control

    TimeSolv’s client portal empowers your clients to independently replenish trust funds, review their payment history, and more—without distracting you from billable tasks.  

    Secure communication

    Thorough communication is crucial when it comes to drafting estate plans that serve your clients. The client portal makes it possible to clarify details as needed without sacrificing time or compliance.  

    Easy updates for clients

    Client satisfaction increases when clients understand the work you’re completing on their behalf. TimeSolv’s client portal allows them to check on the details of work in progress 24/7.

    Learn more about TimeSolv’s secure client portal
  • Benefits of TimeSolv for Estate Planning

    The best estate planning software lessens your workload and enhances the client experience.

    TimeSolv helps you spend less time on administrative work so that you can focus your attention on value-driven tasks.

    Reduce human error

    Preventable data entry errors can put your clients’ estate plans in jeopardy. TimeSolv’s software uses automation to reduce human error and safeguard your firm against potential malpractice claims.

    Win-win convenience for you and your clients

    Your clients will appreciate the opportunity to view and share documents, news, or updates 24/7 online. (And you’ll appreciate fielding fewer phone calls.)

    Increase productivity

    You’ll have more time to commit to billable legal work, business growth, and professional development with time tracking, invoicing, and other administrative tasks managed more efficiently.


The Right Tools for Every Profession

As a professional in your field, you know the importance of having the right tools to get the job done efficiently and accurately. TimeSolv offers a comprehensive set of features that cater to the needs of professionals and businesses to manage projects, track progress in real-time, send invoices and record payments


Easily breaking your business down per user, client, task, frequency, and more, means bringing new clarity to your work.


Accountants who bill by the hour appreciate the task and project planning capabilities TimeSolv offers.


Freelancers need the best expense management and reporting software to thrive. Attach credit card or cash receipts with ease either online or with your mobile device.

PR Firms

Tracking time accurately provides important insights to all PR professionals for budgeting and bidding on new fixed-fee projects.

Mac Firms

TimeSolv was designed for firms that are used to products that work seamlessly from one device to another.

Try Timesolv For Free At Your Estate Planning Law Firm

Legal technology made for estate planning lawyers helps you get more done while helping your clients achieve their estate planning goals. Start your free trial today.

Frequently Asked Questions For Estate Planning Law Firms


  • Time and expense tracking
  • Bill creation and invoicing
  • Collections and payment
  • Trust accounting
  • Reporting and analytics

Legal billing software like TimeSolv streamlines the legal billing process, making these essential but tedious tasks easier to manage.

Legal billing software stands out from generic billing and time management software because it provides functionalities that support law firm operations—such as tracking billable time and expenses and assigning LEDES and UTBMS billing codes.

Moreover, legal-specific billing software safeguards against compliance risks, particularly when it comes to trust accounting, which requires diligence in how funds are transferred into and out of client trust accounts.

What is estate planning software?

Estate planning software is legal software that’s specifically designed to make estate planning attorneys’ workloads more efficient and profitable.

How does estate planning law help attorneys?

Software designed for estate planning attorneys, such as TimeSolv, helps lawyers organize information about their clients and matters, keep track of their finances more profitably, and use their time more effectively.

How do I choose the right estate planning law software?

To see the greatest improvements in your firm, look for estate planning software that offers robust features designed to save you time and maximize your efforts. Look for law software that includes:

  • Time and expense tracking
  • Billing and invoicing
  • Document management
  • Project management
  • Client portal
  • Online payments
  • Trust accounting
  • And more
Does TimeSolv support flat fee billing for estate planning?

Yes, TimeSolv supports flat fee billing for estate planning. TimeSolv also allows you to offer clients monthly payments, evergreen retainers, and other popular fee structures.

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