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Estate Planning Law Practice

Estate Planning Law Software

Stop Paper Chasing. Start Confident Plans.

From intake to draft to signing and trust funding, keep clients aligned at every step. Streamline communication. Restore client confidence. Win back time.

See How Estate Planning Firms Stay Organized
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Transform Client Anxiety Into Confidence With Purpose-Built Features

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Real-Time Matter Updates

Turn milestones into plain-language notifications—consult scheduled, info checklist due, draft ready, signing appointment set, notarization complete, trust funding tasks, deed recorded, annual review reminder.
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Secure Mobile Client Portal

A 24/7 portal clients actually use—timelines, messages, and documents in one place so families always know what’s next.
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AI-Powered Multi-Party Communication

Route messages by urgency, suggest empathetic replies, and translate for multilingual families—keeping spouses, co-trustees, advisors, and beneficiaries aligned.
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Client Satisfaction Tracking

Monitor sentiment throughout the planning process; trigger follow-ups and request reviews at the right moments to grow referrals.
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Secure Document Sharing

Collect asset lists, beneficiary designations, account statements, deeds, IDs, healthcare directives, and POAs in permissioned threads with acknowledgments and a full audit trail.
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Case Management Integration

Sync matter progress and client communications with your CMS to eliminate double entry and keep teams in lockstep.
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Enterprise-Grade Security for Sensitive Family & Financial Data

Secure and Easy to Use

No links or passwords to chase—claimants use our 5-star app with built-in 2FA. Encrypted push replaces risky email/SMS, and clients can safely upload medical records, proof-of-use, questionnaires, and retainer docs.

SOC 2 Type II Certification

Independently audited controls for security, availability, and confidentiality across claimant communications and evidence—from intake to MDL resolution. HIPAA/GDPR-ready, monitored and hosted on trusted infrastructure.

Bank-Level Encryption

All messages, files, and case data are protected with 256-bit SSL/TLS in transit and strong encryption at rest—keeping high-volume mass tort datasets secure at every step.

Role-Based Access Controls

Granular permissions with full audit trails ensure only authorized team members access sensitive information (income statements, means-test docs, tax returns).

Real Results From Leading Estate Planning Law Firms

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Communication is the most important thing with clients. Case Status with MerusCase makes client engagement simple for workers' compensation. We've achieved 76% client engagement in just 3 months, 2.2-hour response time versus the 48-hour industry average, 9.3 average feedback rating, and 71 Net Promoter Score while saving 120 staff hours in 6 months.
Read the full Sergio Hidalgo case study
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We are a client-centered and results-driven law firm, dedicated to providing responsive and effective legal representation. By integrating Case Status with Meruscase, we significantly enhanced our client engagement, reduced response times, and improved overall client satisfaction while efficiently managing cases and keeping clients informed at every step.
See Hanning & Sacchetto's success story
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Case Status helped us scale our client-first approach as we grew. The 5-star app allows clients to self-serve information, reducing inbound calls while we respond to important messages within 4.2 hours versus the 48-72 hour industry average. We've saved 366 hours in nine months and achieved more than double the industry average for client satisfaction.
Discover Mark Thomas's results

Ready to Modernize Estate Planning Communication?

See how firms streamline updates, collect documents faster, and deliver a calmer client experience—from consultation to signing to trust funding.
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Calculate Your Estate Planning Practice ROI

Automations and a 24/7 client portal typically cut back-and-forth phone time, speed document collection, and keep matters moving from draft to signing and funding. Estimate hours saved, monthly savings, and payback.

Get Your Custom ROI Report

Frequently Asked Questions

What is estate planning client engagement software?

A client-facing layer that centralizes updates, secure messaging, and document requests so families always know next steps—without phone-tag. Learn more in Client Portal.

How does it help wills & trusts workflows?

Automated milestones mirror your process (intake, drafting, review, signing, notarization, funding, annual review) and keep everyone aligned. See Automated Updates.

Can we involve advisors or co-trustees?

Yes—add financial advisors, accountants, and co-trustees with permissions that fit their role while keeping communications organized.

How do clients share sensitive documents safely?

Clients upload asset inventories, statements, deeds, IDs, and health directives via encrypted threads tied to the matter.

Does this replace our case management system?

No—Case Status complements your CMS; client-facing communication lives here while internal records remain in your system. See Integrations.

Can we customize journeys for different matter types?

Absolutely—create templates and checklists for wills-only, revocable trusts, special-needs trusts, powers of attorney, funding, and probate.

What about signing day and notarization logistics?

Send prep checklists, location details, ID reminders, and follow-ups automatically, then trigger trust-funding tasks.

Elevate your client experience

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.
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Related Resources

Comprehensive Client Engagement Across All Practice Areas

View All Practice Areas
Personal Injury
Complex injury cases requiring extensive medical coordination and settlement negotiations.
Family Law
Sensitive family matters requiring compassionate communication and careful coordination between parties.
Criminal Defense
Time-sensitive criminal cases needing immediate client communication and urgent update capabilities.
Immigration Law
Complex immigration processes benefiting from multilingual support and document-heavy case management.

Estate Planning Practice Resources

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