“According to the ABA’s 2025 Legal Technology Survey, 73% of law firms now utilize cloud-based legal tools, making document management and practice management among the fastest adopted categories.”
Estate planning has always been complex. Attorneys juggle tax rules, Medicaid eligibility, probate timelines, and client expectations, all while trying to run a profitable firm. But here’s the reality: the firms growing the fastest aren’t just better at the law. They’re better at leveraging technology.
The question every attorney should be asking isn’t “Do I need software?” but rather “What’s the best estate planning software for building a business, not just drafting documents?”
Why “Good Enough” Estate Planning Software Isn’t Enough Anymore
With 73% of law firms already using cloud-based legal tools, estate planning attorneys can no longer treat software as optional, it’s now the backbone of a competitive, scalable practice.
Many attorneys are still relying on patchwork solutions, generic templates, clunky drafting programs, and manual spreadsheets to track cases. This approach leads to:
- Errors that cost clients (and damage reputation).
- Bottlenecks in drafting that eat up billable hours.
- Missed revenue opportunities because attorneys are stuck in operations instead of growth.
In today’s market, where legal tech adoption is accelerating, “good enough” is no longer enough. To scale a profitable firm, attorneys need software that does more than draft—it needs to function as a business operating system.
What Makes the Best Estate Planning Software?
If you’re evaluating drafting software, here’s what business-minded attorneys should demand:
1. Single-Entry Drafting
Enter client data once, and it populates across all documents. This saves hours, reduces errors, and ensures consistency.
2. Up-to-Date Legal Compliance
With estate tax exemptions set to drop in 2026 (IRS source), attorneys need tools that evolve with the law. Software should update automatically to reflect new federal and state rules.
3. Scenario Modeling
Clients want to see “what-if” planning. The best estate planning software provides side-by-side comparisons—Medicaid eligibility strategies, trust options, tax exposure—so clients can make confident decisions.
4. Integrated Workflows
From Medicaid applications to probate, workflows keep the whole team aligned and efficient. No more reinventing the wheel for every case.
5. Performance Dashboards
Beyond drafting, attorneys need to see business metrics: revenue, close rates, and team productivity. The right software connects daily work to firm growth.
How LWP’s STEPS™ Sets the Standard
At Lawyers With Purpose (LWP), we built STEPS™ for exactly this reason. Attorneys needed more than drafting—they needed a platform to grow.
With STEPS™, you get:
- Drafting software with single-entry templates for trusts, wills, Medicaid, and VA planning.
- Access to exclusive tools like the iPug® Protection Trust, giving clients asset protection and control.
- Automated eligibility calculations that stay current with Medicaid and tax rules.
- Cloud-based workflows that keep your team moving in sync.
- Real-time dashboards that connect your goals to measurable results.
This is why our members call STEPS™ not just software, but an operating system for their law firm.
Cloud-Based Access for Modern Firms
One of the biggest frustrations for estate planning attorneys is being tied to the office. With cloud-based estate planning software like STEPS™, you and your team can securely access client files and draft documents anytime, anywhere.
Whether you’re meeting a client in person, working remotely, or collaborating with staff across locations, STEPS™ ensures that your files are always available, without compromising compliance or security.
Drafting That Covers Every Client Need
The best estate planning software shouldn’t just handle wills—it should cover the entire spectrum of planning documents. With STEPS™, attorneys can draft:
- Healthcare & financial directives
- Wills
- Revocable & irrevocable trusts
- Ancillary and standalone documents
- Medicaid qualification plans
Because everything is built on a single-entry system, information entered once flows across all these documents, minimizing errors and saving time.
FAQs About Best Estate Planning Software
Q1: Do I really need estate planning software if I already use templates?
Yes. Templates may save some time, but they don’t scale. The best estate planning software automates, tracks, and updates your work in ways templates never can.
Q2: Can drafting software really help me grow revenue?
Absolutely. By reducing drafting time (often by 40% or more), attorneys free up hours for client consultations and marketing—direct revenue activities. See our post on boosting revenue with drafting software for real numbers.
Q3: Is estate planning software worth the investment for solo attorneys?
Yes. Solo practitioners benefit most because they’re often the most stretched thin. Software lets them operate like a larger firm without hiring additional staff.
Q4: How secure is cloud-based estate planning software?
Reputable providers (like LWP) use encrypted, compliant systems. Cloud-based tools also allow for seamless updates and collaboration without risking outdated local files.
Q5: What’s the difference between generic legal software and STEPS™?
Generic platforms cover multiple practice areas but lack depth. STEPS™ is built for estate planning only—with tools like Medicaid eligibility modeling and proprietary trusts that competitors can’t match.
Why Business-Minded Attorneys Will Lead With Best Estate Planning Software Like STEPS™
The best estate planning attorneys in 2025 won’t just be known for their legal expertise. They’ll be known for running efficient, client-focused, profitable businesses.
Estate planning software like STEPS™ isn’t just about saving time, it’s about:
- Scaling without burnout.
- Building predictable revenue.
- Delivering a client experience that keeps referrals flowing.
Attorneys who see software as a business growth tool, not just a drafting tool, will be the ones who thrive.
Take the Next Step: Invest in the best estate planning software
If you’re ready to evaluate the best estate planning software for your practice, we’d love to show you how STEPS™ works in real life.
👉 Book a demo to see how it fits into your workflow.
👉 Check out upcoming LWP events where attorneys share how they’re scaling with STEPS™.
👉 Explore more insights on our blog.
Don’t settle for software that just drafts. Choose the best estate planning software that builds your business.
