Posts in category: Estate Planning Drafting Software

When attorneys compare legal tech or estate planning drafting software, it’s tempting to pick the tool with the broadest feature set. But for estate planning practices, that often leads to compromise: missing features, workarounds, and inefficiency. In contrast, specialized estate planning drafting software is built for your unique needs.

Why Generic Legal Software Looks Attractive—and Why It Fails in Estate Planning

Generic legal drafting tools (document assembly platforms, contract generators, general-purpose document automation) promise flexibility and one-size-fits-all coverage. On paper, that sounds ideal. But in practice, they often fall short.

Here’s why:

Challenge	How Generic Tools Fall Short	Why Estate Planning Needs More
Lack of domain depth	General templates don’t include trusts, Medicaid trusts, or planning tools	Estate planning has subtleties (e.g. funding, lookback periods, amendment rules)
No scenario modeling	No built-in capability to run “what-if” simulations	Attorneys must prove to clients differing outcomes (e.g. tax, asset protection, Medicaid eligibility)
Manual duplication	Data entered in one document rarely auto-propagates elsewhere	This increases error risk and slows drafting
Weak compliance updates	Templates may not update when law changes	Estate planning is heavily regulated; outdated language is risky
Poor workflow support	Generic tools often leave gaps in full practice flow (intake, signing, funding, trust admin)	Real firms need more than drafting—they need process continuity

Estate planning is a specialized practice area. The difference between a trust drafted correctly and one with a flaw can be enormous. That’s why specialized software—designed for estate planning from the ground up—is not just “nice to have”—in many firms, it’s what separates scalable practices from stuck ones.

What Estate Planning Drafting Software Brings to the Table

Here’s what a truly specialized solution should deliver:

1. Single-Entry Data Model
   Enter client demographics, assets, family structure once—then watch those values flow into all related documents (wills, trusts, powers of attorney, Medicaid applications). No need to retype or re-key.
2. Deep, Custom Templates
   State-specific rules, layered trust structures, asset protection clauses, CRA/IRS/Medicaid rules—all built in. You don’t have to design everything from scratch or manually adapt generic templates.
3. Scenario Simulations & Comparisons
   Compare alternate paths (e.g. transfer strategies, Medicaid eligibility vs. spending strategies) side by side. Clients appreciate clarity; you reduce objections.
4. Built-in Compliance & Law Updates
   The software vendor tracks regulatory changes and updates templates automatically (or sends alerts). You don’t have to monitor every state’s shifting rules manually.
5. Workflow Integration & Process Automation
   Strong estate planning software links drafting to the rest of the practice: intake, document signing, funding, trust administration, maintenance, and follow-up triggers.
6. Analytics, Dashboards & Business Insights
   You need to measure KPIs (case volume, revenue per file, efficiency). A specialized tool gives you visibility; generic tools often don’t.
7. Security, Cloud Access & Collaboration
   Teams can work concurrently, securely accessed from anywhere, with role-based permissions. You avoid versioning conflicts or losing work.

These features are not optional, they’re prerequisites for an efficient, error-resistant, scalable estate planning practice.

How Many Firms Are Embracing Legal Tech—and Why That Matters

You may not find public, precisely quantifiable adoption rates for estate planning drafting software, but the broader legal tech trends are compelling. They show that law firms are shifting rapidly toward adopting technology in core workflows—and that resistance is becoming the exception.

Key Recent Data

• Cloud adoption among attorneys
  In the 2024 ABA Legal Technology Survey, about 75% of attorneys reported using cloud computing for work-related tasks. American Bar Association
  This shows cloud is fast becoming the baseline environment for legal work—not a luxury.
• Rapid AI adoption in the legal profession
  According to the ABA Tech Survey, AI adoption in law nearly tripled year-over-year—rising from 11% in 2023 to 30% in 2024. LawSites
  Among larger firms, 46% now report using AI-based tech tools. LawSites
• Legal operations are becoming institutionalized
  In the “Legal Ops + Tech Survey,” 57% of law firms report having a full-time legal operations function. BBHub Assets
  That means more firms are building infrastructure (people + process) to support tech adoption.
• Security & barriers to tech adoption
  In the same survey, 86% of respondents cited “security concerns” or “data security concerns” as a barrier when deploying new legal technologies. BBHub Assets
  That underscores the importance of strong security and trust when pitching any new drafting platform.
• Shifts in legal tech strategy and business models
  Thomson Reuters’ “Future of Professionals Report 2025” finds that 80% of law firm respondents expect AI to fundamentally alter how they conduct business over the next few years. Thomson Reuters
  Also, 47% say their firms are already experiencing at least one benefit from AI. Thomson Reuters
  That suggests law firms believe transformation is underway—not just hype.
• Growing emphasis on cloud + generative AI for 2025
  The 2025 ILTA Technology Survey notes that many firms are shifting from experimenting with AI toward real deployment—and that cloud migration continues to be a “steady march.” Intellek

These data points show two critical truths:

• Legal professionals are increasingly open to, and experimenting with, automation, AI, and workflow tools.
• The rate of transformation is accelerating. What seemed optional a few years ago is now becoming expected.

If more general-purpose legal tools are already being adopted aggressively, there’s a strong argument that more niche, high-value tools (like estate planning drafting software) will follow—and fast.

Enhanced Comparison: Generic vs. Estate Planning Tools (with Metrics & Examples)

Let’s deepen the comparison with more specificity:

Metric / Use Case	Generic Legal Drafting Tools	Estate Planning Drafting Software
Template Coverage	Basic contracts, NDAs, standard boilerplates	Wills, revocable & irrevocable trusts, Medicaid plans, trust admin, asset protection
Data Propagation	Manual copy-paste or “variables” only in limited docs	Single-entry model across full document set
Scenario Modeling	None or weak	Integrated “what-if” models (Medicaid, trust splits, gifting)
Updates & Compliance	Manual user updates or none	Vendor-maintained updates for law changes
Support for Complex Funding	Limited	Built-in funding checklists, funding directions, “look-back” alerts
Analytics & Reporting	Basic document counts or custom exports	Dashboards: case velocity, revenue per client, team productivity
Scaling with Team	High friction, version conflicts	Role-based access, concurrent work, automation of repetitive tasks

Example / anecdotal metric: Firms using specialized tools often report 30–50% faster drafting times for Medicaid and trust work, due to single-entry and scenario modeling—metrics generic systems rarely come close to.

FAQs on Estate Planning Drafting Software for Attorneys

Q: Is estate planning drafting software worth the cost?
Yes. While the upfront investment can seem steep, the time savings, error reduction, and increased capacity often lead to a 2x–5x ROI within the first year—especially for firms doing medium-to-high volume work.

Q: Can generic legal drafting tools ever be “good enough”?
In very small or occasional use cases, generic tools may suffice. But once your firm scales or deals with complex trusts/Medicaid work, their limitations will become a burden rather than a benefit.

Q: Is drafting software secure and reliable?
Top-tier solutions use encrypted cloud infrastructure, role-based access, backups, and compliance protocols. Always verify vendor security certifications and audit trails.

Q: Do I need training to use estate planning drafting software?
Yes. Even the most intuitive software benefits from initial implementation support and user training. Proper onboarding boosts adoption and ensures you extract full value.

Q: Can I migrate from generic software to specialized tools later?
Absolutely. You’ll want an import path (for client data) and mapping of templates. Most serious drafting software providers help you with the migration.

Looking for an estate planning software upgrade: What an Attorney Should Do Next

1. Audit your current pain points.
   List recurring drafting bottlenecks: duplicate data entry, version mismatches, manual compliance reviews, delays in scenario analysis.
2. Evaluate 2–3 top estate planning drafting platforms.
   Compare features (single-entry, modeling, trust templates, updates, dashboards), pricing, support, and migration paths.
3. Run a pilot on 5–10 cases.
   Try the new tool alongside your current process. Measure time saved, error count, team feedback.
4. Train your team and enforce usage.
   Set up role-based shoots, accountability, and usage metrics. The tool only helps if your team uses it consistently.
5. Integrate with your workflows.
   Connect your drafting tool to intake, CRM, billing, trust administration. The more seamless the flow, the more value you unlock.
6. Track KPIs and iterate.
   Monitor metrics like case turnaround time, client satisfaction, error rates, and revenue per case. Use dashboards and reports to fine-tune.

Avoid generic drafting tools – invest in STEPS™ by Lawyers With Purpose

Generic drafting tools may look tempting—they offer broad flexibility and familiarity. But for estate planning practices, the real work occurs in the details: trusts, Medicaid rules, funding, scenario planning, compliance updates. That’s where estate planning drafting software is purpose-built.

Data trends show law firms are increasingly adopting automation and AI. As the legal landscape evolves, firms that continue to rely on generic tools will find themselves playing catch-up. Firms that invest in specialized drafting software—and use it intelligently—will position themselves for scalability, reliability, and competitive advantage.

If you’re ready to see what a purpose-built solution can do for your practice, let’s talk. STEPS™ is built for your world.

The practice of estate planning has always been about precision, strategy, and trust. But in today’s legal world, precision alone isn’t enough. Clients expect faster results, flawless documentation, and a seamless experience. Attorneys, meanwhile, are balancing complex laws, competitive pressures, and the daily grind of running a business. That’s where estate planning software comes in. Law firms are allocating more and more budget to digital tools. It has been said, “Year-over-year (YOY) investment in technology at law firms regularly outpaces inflation, e.g. 7.6 % YOY tech investment growth in 2024.” (Source)
In this comprehensive guide, we’ll cover everything estate planning attorneys need to know about modern drafting and workflow solutions. We’ll explore what estate planning software is, why it’s become essential in 2025, what features to look for, how it impacts ROI, and how leading solutions like LWP’s STEPS™ compare.

This is your one-stop resource to understand how technology is reshaping estate planning practices—and how your firm can benefit.

What Is Estate Planning Software?

Estate planning software is a technology platform designed specifically to streamline the drafting, management, and delivery of estate planning documents and workflows. Unlike generic legal drafting tools, estate planning software focuses on the unique needs of estate planners—covering wills, trusts, healthcare directives, Medicaid qualification, asset protection, probate, and more.

Instead of manually drafting documents or relying on a patchwork of systems, attorneys can use estate planning software to:

• Enter client information once and have it populate across multiple documents.
• Generate compliant wills, trusts, and directives faster and with fewer errors.
• Model different planning scenarios (e.g., Medicaid eligibility or asset transfers).
• Track workflows from client intake to case close.
• Measure firm performance using built-in reports and dashboards.

Think of it as the operating system for your estate planning practice—a central hub that connects drafting, compliance, client experience, and business management.

👉 Related reading: [Estate Planning Drafting Software vs. Generic Legal Software: What’s the Difference?]

Rising Adoption: How Many Law Firms Are Moving Toward Estate Planning Software?

While there’s limited public data specifically for estate planning software, multiple surveys and industry reports clearly show a growing trend of law firms adopting legal tech—cloud tools, AI, practice management software—and that trend strongly supports the shift toward specialized drafting solutions for estate planning.

Here are some revealing stats you can use as evidence:

Key Numbers & Trends On Technology Adoption in Estate Planning

• 73% of law firms use cloud-based legal tools
  According to the ABA’s 2025 Legal Technology Survey, 73% of firms now use cloud-based tools, with document management and practice management software among the highest adoption areas. American Bar Association
  Implication: If most firms are comfortable working on the cloud, they’re primed to adopt cloud-based drafting software too.
• Estate planning / family law firms lean heavier into software use
  In a survey by Smokeball, business, estate planning, and family law firms spent more time in software than many other practice areas. About 30% of those practitioners reported spending 75% or more of their day using technology. LawSites
  Implication: Estate planning attorneys are already among the heavier users of software in the legal profession.
• AI adoption in law is accelerating fast
  The ABA’s 2024 Legal Technology Survey shows that 30% of firms were using AI tools (up from around 11% the previous year) for various legal tasks. msba.org
  A LawNext summary of the survey reports that AI adoption nearly tripled year-over-year—from 11% of firms in 2023 to 30% in 2024. LawSites
  Implication: The legal profession is increasingly comfortable with automation. That paves the way for more specialized software, including drafting tools for estate planning.
• Legal operations and tech functions are growing
  In the 2024 Legal Ops & Tech Survey (Bloomberg Law), 57% of law firms reported having a full-time legal operations function. BBHub Assets
  Also, security and data concerns are still among the main barriers cited when adopting technology. BBHub Assets
  Implication: More firms are building the structural capacity (ops teams, IT, data management) to absorb advanced software like estate planning drafting platforms.
• Estate planning software market is expanding
  Market forecasts show cloud-based platforms driving the estate planning software market forward. North America is projected to hold ~45% of the global share by mid-2026. Verified Market Reports
  Implication: The demand for software specifically built for estate planning is growing in tandem with legal tech adoption generally.
• Virtual client preferences support digital adoption
  In a recent Clio report, 70% of clients said they prefer working virtually with attorneys. Clio
  Implication: If clients expect remote, digital engagement, estate planning attorneys must match that with software that supports modern, remote workflows.

What It All Means for Estate Planning Attorneys

• The legal world is increasingly tech-enabled. The shift isn’t being resisted—it’s happening, and fast.
• Estate planning attorneys are in a strong position to adopt specialized drafting software because many firms already use cloud tools and AI in adjacent areas.
• The market for estate planning software is growing, meaning more investment, more innovation, and more competition.
• Client expectations and firm operations are aligning toward digital-first tools—delay means falling behind.

Why Estate Planning Attorneys Need Software in 2025

The legal industry is evolving quickly, and estate planning attorneys are feeling the shift. Here are three key reasons why software isn’t just “nice to have”, it’s non-negotiable.

1. Client Expectations Have Changed

Today’s clients live in a digital-first world. They shop online, manage finances from their phones, and expect instant updates. When they hire an estate planning attorney, they don’t want stacks of paper and long delays. They want speed, accuracy, and transparency.

The ABA’s 2025 Legal Industry Report: 31 % of legal professionals now use generative AI personally, and 54 % use AI for drafting tasks. 61 % of firms report that AI has “somewhat increased efficiency
Estate planning software enables attorneys to meet these expectations by providing:

• Faster turnaround times.
• Clearer documentation.
• A smoother, more modern client experience.

2. Compliance Is Complex

Medicaid rules, tax laws, and trust regulations are constantly changing. Manual drafting leaves too much room for error—and errors in estate planning can be catastrophic.

Software that automatically updates templates and calculations ensures attorneys stay compliant without having to monitor every legislative update themselves.

3. Running a Firm Requires Efficiency

Most estate planning attorneys didn’t go to law school to become administrators. Yet many spend more time on repetitive tasks than on client strategy. Estate planning software helps firms do more with less—reducing administrative burden while increasing capacity for revenue-generating work.

👉 Related reading: [How Estate Planning Workflows Streamline Your Firm]

Why Estate Planning Attorneys Rely on Estate Planning Drafting Software

Estate planning is one of the most document-heavy areas of law. From wills and trusts to Medicaid qualification and healthcare directives, each plan requires a tailored set of documents that must be precise, compliant, and client-specific. For attorneys, relying solely on manual drafting is no longer practical—or profitable. This is where estate planning drafting software comes in.

1. Accuracy and Compliance

Errors in estate planning documents can have serious consequences: rejected filings, client disputes, or even malpractice claims. Drafting software reduces this risk by automating calculations, applying the latest state and federal rules, and ensuring every clause is up to date. Instead of spending hours double-checking details, attorneys can draft with confidence knowing compliance safeguards are built into the system.

2. Time Savings and Efficiency

Manual drafting requires entering the same client information across multiple forms, which is both tedious and error-prone. Estate planning drafting software uses single-entry systems that populate client data across all documents instantly. What once took hours can now take minutes, freeing up time for attorneys to focus on strategy, client counseling, and revenue-generating activities.

3. Client-Centered Service

Today’s clients expect efficiency, clarity, and professionalism. With drafting software, attorneys can quickly model “what-if” scenarios, demonstrate how different trust structures or Medicaid strategies will impact a client’s financial future, and produce polished, accurate documents on the spot. This creates a smoother client experience and builds trust in the attorney’s expertise.

4. Scalability for Growing Firms

For solo practitioners and small firms, scaling often means hiring more staff. But with the right drafting software, attorneys can handle a higher caseload without increasing headcount. Automated workflows allow paraprofessionals or support staff to manage drafting tasks while attorneys oversee and approve final documents. This scalability translates directly into higher profitability and growth potential.

5. Competitive Advantage

Estate planning is becoming increasingly competitive, with firms adopting technology to improve turnaround time and reduce costs. Attorneys who fail to adopt drafting software risk being perceived as outdated, while tech-enabled firms can market themselves as modern, efficient, and client-friendly. Having the best estate planning software isn’t just a productivity tool—it’s a business differentiator.

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Key Features to Look for in Estate Planning Software

Not all estate planning software is created equal. To separate the best from the rest, here are the must-have features attorneys should evaluate.

1. Single-Entry System

Enter client data once and watch it populate across all relevant documents—wills, trusts, POAs, Medicaid applications. This eliminates duplication, reduces errors, and saves hours of manual entry.

2. Comprehensive Document Library

The best estate planning software offers ready-to-use, customizable templates that cover the full range of estate planning needs:

• Wills
• Revocable & irrevocable trusts
• Healthcare directives
• Powers of attorney
• Asset protection trusts
• Medicaid qualification documents

3. Medicaid and Asset Protection Tools

Estate planning often overlaps with elder law. Software should include tools for Medicaid eligibility calculations, asset transfer modeling, and crisis planning. Proprietary tools like LWP’s iPug® Trust go even further by offering flexible, client-centered asset protection strategies.

4. Cloud-Based Access and Security

Modern law firms need the flexibility to work anywhere. Cloud-based software ensures attorneys can securely access files and draft documents from any location, while meeting compliance standards.

5. Workflow Automation

Beyond drafting, look for software that automates workflows—moving a client from intake to signing to funding without bottlenecks. This improves internal efficiency and provides clients with a smoother experience.

6. Reporting and Dashboards

You can’t run a business without data. Software that includes revenue tracking, KPI dashboards, and performance scorecards empowers attorneys to lead their firms like CEOs.

👉 Related reading: [Best Estate Planning Software for Attorneys: Features That Matter Most]

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The ROI of Estate Planning Software

Attorneys often ask: Is estate planning software worth the investment? The short answer: absolutely.

Here’s why.

1. Time Saved = More Billable Hours

If you’re currently drafting documents manually, you know how long it takes. By automating repetitive work, software frees up hours that can be redirected toward revenue-generating activities—consultations, marketing, or higher-level planning.

2. Reduced Errors = Reduced Liability

Mistakes in estate planning can cost clients (and your reputation) dearly. Automation reduces human error, ensuring compliance and minimizing costly revisions.

3. Increased Capacity = More Clients Served

By streamlining workflows, your firm can serve more clients without hiring additional staff. This is how solo and small firms scale profitably.

4. Better Client Experience = More Referrals

Clients who feel taken care of become your biggest advocates. Faster service and clearer documents lead to higher satisfaction—and more referrals.

👉 Related reading: [The ROI of Estate Planning Software: How Attorneys Boost Efficiency and Revenue]

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Case Study: How One Firm Grew from $120K to $170K Per Month

A solo estate planning attorney was stuck in a cycle of long hours and slow growth. After implementing STEPS™ estate planning software, they saw dramatic results:

• Problem: Attorney spent 90% of time on document drafting, leaving little room for marketing or consultations.
• Solution: STEPS™ automated document generation and freed up the attorney’s schedule.
• Result: Within 8 months, the firm grew from $120,000 to $170,000 in monthly revenue—without adding staff.

This case study illustrates a powerful truth: when attorneys act like CEOs and leverage technology, growth follows.

👉 Related reading: [Can Estate Planning Drafting Software Really Boost Your Revenue?]

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How LWP’s STEPS™ Software Compares

When evaluating estate planning software, you’ll find plenty of options. But not all are built specifically for estate planning attorneys. Here’s how LWP’s STEPS™ stands out.

1. Purpose-Built for Estate Planning

Unlike generic legal drafting tools, STEPS™ was designed by estate planning attorneys, for estate planning attorneys. It includes industry-exclusive trusts, Medicaid qualification tools, and customizable templates.

2. Comprehensive Workflow Coverage

From intake to case closed, STEPS™ eliminates duplication, automates workflows, and ensures every step of the process is compliant and efficient.

3. iPug® Trust Integration

The iPug® Asset Protection Trust is exclusive to LWP. Unlike traditional irrevocable trusts, iPug® allows clients to retain control while protecting assets—something no other software offers.

4. Business Intelligence Tools

Beyond drafting, STEPS™ provides revenue reports, KPI dashboards, and scorecards to help attorneys track performance and lead their firms strategically.

5. Community and Support

LWP doesn’t just offer software. Attorneys also gain access to a community of 800+ peers, coaching programs, and continuous training—ensuring they know how to get the most out of the platform.

👉 Related reading: [Estate Planning Software FAQs: What Attorneys Ask Before They Buy]

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Frequently Asked Questions About Estate Planning Software

What types of documents can estate planning software generate?

Most estate planning software can draft wills, trusts, POAs, and healthcare directives. Advanced solutions like STEPS™ also handle Medicaid qualification, asset protection trusts, and ancillary documents.

Is estate planning software secure?

Yes, leading platforms are cloud-based with advanced encryption and compliance standards. Always check that your provider follows industry best practices for data protection.

How much does estate planning software cost?

Costs vary depending on features and firm size. Some charge monthly subscriptions, while others charge per document. LWP’s STEPS™ includes not just software, but also coaching, training, and community access.

Do I need training to use estate planning software?

While most platforms are designed to be intuitive, training ensures your team adopts the software effectively. LWP provides implementation support and ongoing education to maximize ROI.

Can estate planning software help me grow my firm?

Absolutely. By saving time, reducing errors, and improving client experience, software enables you to serve more clients profitably. Case studies show dramatic growth for attorneys who adopt tools like STEPS™.

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The Future of Estate Planning Software

As we move further into 2025, estate planning software will only become more sophisticated. Expect to see:

• AI-driven drafting that learns from past cases.
• Deeper integrations with CRMs, billing systems, and client portals.
• More client-facing features like online intake forms and self-service updates.

Attorneys who adopt early will position themselves as leaders in their market—while those who resist risk falling behind competitors who deliver faster, smarter, and more client-centered service.

👉 Related reading: [The Future of Estate Planning Software: AI, Automation, and Attorney Adaptation]

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Conclusion: Taking the First Step Toward a Smarter Practice

Estate planning software is no longer optional—it’s the foundation of a modern, profitable practice. By investing in the right platform, attorneys can save time, reduce risk, serve more clients, and build firms that thrive in 2025 and beyond.

LWP’s STEPS™ isn’t just software. It’s a complete operating system for estate planning attorneys—combining drafting tools, Medicaid planning, asset protection, workflows, business intelligence, and community support.

If you’re ready to stop running your practice on outdated systems and start leading your firm like a business, it’s time to explore STEPS™.

Book a Demo of STEPS™ Estate Planning Software

“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.

Estate planning has always been about more than documents created using Estate Planning Software. Clients don’t just want a will or a trust—they want peace of mind. They want clarity. They want to know that their attorney understands not just the law, but the strategy behind protecting what matters most.

But here’s the truth many estate planning attorneys face: even with the best intentions, they’re drowning in manual work. Drafting, re-drafting, tracking Medicaid rules, building spreadsheets, chasing signatures, managing staff workflows—the business side of law eats into the very expertise clients are paying for.

That’s where estate planning software LWP STEP comes in. And if you’re thinking about it only as a “drafting tool,” you’re leaving growth on the table.

Why Estate Planning Attorneys Struggle Without Software

The practice of estate planning is becoming more complex every year. Consider:

• Medicaid and VA rules change constantly. Attorneys who rely on manual research risk mistakes that cost clients eligibility.
• Estate tax thresholds are shifting. (In 2026, the federal exemption is expected to drop by half, exposing more families to estate taxes source).
• Client expectations have evolved. Today’s clients demand speed, customization, and transparency. They won’t tolerate outdated processes.

Attorneys trying to manage all of this without integrated software often end up in “survival mode”—reactive, overworked, and unable to scale.

What Estate Planning Software Should Really Do

A lot of platforms promise efficiency, but true estate planning software should be more than a document generator. For business-minded attorneys, it needs to:

1. Automate the Complex
   Medicaid eligibility calculations, asset protection scenarios, tax exposure forecasts—these are high-stakes calculations that should never rely on sticky notes or spreadsheets.
2. Systemize Your Practice
   Every part of the client journey (from intake to probate) should follow proven workflows. When your team can follow a consistent process, you reduce errors and free yourself from micromanaging.
3. Track Business Metrics
   Revenue, close rates, team productivity—your software should give you dashboards that show not just what you did this week, but what it means for your growth goals.
4. Support Innovation
   The legal landscape changes fast. If your software doesn’t evolve with it, you’re already behind.

The LWP Approach: STEPS™ as a Business Operating System

At Lawyers With Purpose (LWP), we designed STEPS™ software to solve the problems attorneys actually face—not just drafting.

With STEPS™, estate planning attorneys can:

• Draft industry-exclusive trusts and wills with single-interview templates.
• Use iPug® Asset Protection Trusts to give clients protection and control—without the rigidity of traditional irrevocable trusts.
• Automate Medicaid and VA eligibility calculations, staying ahead of regulatory shifts.
• Follow workflows for probate, funding, trust administration, and crisis planning that keep the entire firm aligned.
• Access real-time dashboards to measure revenue, team efficiency, and pipeline health.

This isn’t just estate planning software—it’s a complete operating system for running a profitable, purposeful practice.

The Business Case for Estate Planning Software

Think of software not just as a tool for drafting, but as an investment in firm growth. Here’s what our members consistently see:

• 40% reduction in prep time for Medicaid and trust planning.
• More time freed up for Vision Meetings and marketing—the activities that actually generate revenue.
• Happier clients who get faster answers, clearer scenarios, and more confidence in your services.
• A stronger pipeline because your systems ensure no lead falls through the cracks.

One solo attorney using STEPS™ shared that automation allowed them to cut drafting time nearly in half, which directly translated into $50,000 more in annual revenue, without adding new staff.

Why Business-Minded Attorneys Will Win the Future

Estate planning is no longer a one-size-fits-all service. Attorneys who treat it that way will fall behind.

Clients want attorneys who:

• Offer proactive strategies for tax law changes.
• Help them plan for rising long-term care costs.
• Deliver efficient, customized solutions with clarity.

With the right estate planning software, you’re not just keeping up—you’re leading. And in a market where clients are comparing attorneys online, that’s a competitive edge you can’t ignore.

Next Steps: Build an Estate Planning Practice That Runs Like a Business

If you’re an estate planning attorney ready to stop juggling roles and start running your firm like a CEO, it’s time to rethink how you use technology.

👉 Explore LWP’s STEPS™ software and offerings
👉 Learn from peers at upcoming LWP events
👉 Read more on our blog

Don’t just draft documents. Build a practice that grows, adapts, and thrives, powered by estate planning software designed for the business of law.

February 2024 — Lawyers with Purpose (“LWP”), a leading membership organization for estate planning and elder law attorneys, is thrilled to announce a strategic move toward enhancing its document template solution. After a thorough evaluation, the organization has decided to transition from HotDocs based templates, to Knackly, offering a true cloud-based drafting solution for its members.

The decision to make this transition comes after substantial market research into document automation platforms, that would be up to the task of housing the proprietary templates. While LWP, and its predecessor, Medicaid Practice Systems, have been using HotDocs for their templates for over 20 years, it was time to make a change.

Knackly was created in 2018 by co-founders Lowell Stewart and Kim Mayberry. With over 20 years of experience in the document automation industry, including time with HotDocs, Stewart and Mayberry set out to create a better solution. Knackly touts its modern object-oriented programming to allow for faster, more adaptable automation than is possible in the HotDocs system.

Lawyers with Purpose recognizes the importance of a standalone cloud-based drafting solution, without the reliance on any specific Client Relationship Management (“CRM”) tool. The transition to Knackly ensures greater accessibility, anticipated lower costs, and greater flexibility for its member attorneys. The ability to make changes and updates to the templates on a more frequent basis is one highly anticipated feature.

Further, using Knackly will allow the LWP team to push updates to attorney systems smoothly and efficiently. This streamlined process ensures that members receive the latest features and improvements effortlessly. Enhanced efficiency in document creation, as well as an updated look and feel for the interview process, promises an intuitive experience for attorneys and their staff using the platform.

Lawyers with Purpose CEO, Christen Belcher, expressed eagerness for the collaboration. “The move to Knackly signifies a commitment to providing our members with cutting-edge tools that enhance their practice efficiency.”

Lawyers with Purpose is working diligently with Knackly to transition all estate planning and Medicaid templates expeditiously. Members will receive updates on the status of the project, as the LWP team builds out its transition period for members.

 

Lawyers with Purpose is a dynamic membership organization dedicated to empowering attorneys with innovative tools and resources to enhance their practice and better serve their clients and communities. For media inquiries, please contact Lisa Roser, Head of Marketing Services, at lroser@lawyerswithpurpose.com.

Your maintenance program will help you forge solid bonds with your clients and members of your clients’ families. Consider the latter for a moment. Inviting family members to social events, encouraging them to attend review meetings and workshops, providing counsel  to the family following a client’s incapacity or death… all of this allows you to bond with the adult children of your existing clients. Not only will your client’s adult children see the value of proper planning first-hand, they’ll know exactly who they want to design their plans—you.

Encouraging your clients to bring their advisors as well as their family members to social gatherings and plan reviews also allows you to form bonds with the advisors themselves, who can then become valuable referral sources for future new business. Many law firms struggle to develop profitable referral relationships. Your maintenance program can help you get your foot in the door. 

Once you’ve established a maintenance program, there is another opportunity worth exploring… advertising. Well discuss that next time.