Leave Outdated Software Behind in 2026
Save More Time, Serve More Clients, & Grow Your Practice with STEPS™
Save More Time, Serve More Clients, & Grow Your Practice with STEPS™
End the era of slow systems, clunky templates, and human error. For a limited time: book a demo now and save $100 on your subscription!
Most estate planning firms hit the same roadblocks when using generic software:
Slow systems and poor workflows don’t save money, they cost you attorney time and increase client friction
Clunky templates and lack of standardization across the firm lead to human error and inconsistency
Fear of malpractice because you’re unsure if your documents will fail when the laws change
Wasted attorney hours on complex tasks that could be easily delegated
Generic software creates generic results. It’s time for the Estate Planning Software Designed By Estate Planning Attorneys, for Estate Planning Attorneys.
Introducing: STEPS™
STEPS™ is your advanced, proprietary cloud-based document drafting software. We provide the legal tech that saves time, standardizes documents, and dramatically improves your practice operations.
What Makes STEPS™ Your Best Employee?
Access templates built by practicing attorneys that are constantly updated to reflect changes in the law.
Includes the Patented Medicaid Qualification Software and exclusive access to Advanced Trusts (e.g., iPug®,MIT®, FIT®, QIT®).
Our Single-Entry System means no double data entry. You can standardize firm-wide document output and cut costs by delegating drafting to non-attorneys.
Investment includes Help Desk Support from Licensed Attorneys and a 24/7 On-Demand Learning Portal to train new staff.
