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 They won’t tolerate outdated processes.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:
- 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. - 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. - 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. - 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.
