Create a will, living trust, power of attorney, or living will, and learn how to avoid probate and estate tax or act as an executor. Wills, Trusts & Probate.
Always Know What’s Going on, No Matter How Long It’s Been To be a successful estate planning attorney, you must be extremely well organized and an excellent communicator – your clients’ legacies depend on it. That’s why Smokeball keeps your clients’ estate details in one easy-to-manage and secure place, with files and estate planning specific forms accessible within seconds. Clients come to you for peace of mind that their legacy will be left with their loved ones.
Thanks to Smokeball, it will be. No matter what your estate clients need from you, Smokeball acts as your will and estate software, trust software, estate tax planning software, and executor software. Document Automation & Legal Forms Library Smokeball is estate planning software for attorneys with a library of documents built by attorneys and other legal professionals. Our advanced document automation is built for your estate planning practice. Using Smokeball as your estate planning software means that there is one single place for storage of all estate information — details like will and codicil dates and witnesses, executors, agents, and family members, and even detailed trust and property information. Document Automation & Legal Forms Library Smokeball is estate planning software for attorneys with a library of documents built by attorneys and other legal professionals.
Our advanced document automation is built for your estate planning practice. Using Smokeball as your estate planning software means that there is one single place for storage of all estate information — details like will and codicil dates and witnesses, executors, agents, and family members, and even detailed trust and property information. Automated Task Workflows Your services are likely the most important provided to your clients and their families during and after their lifetime.
Comprehensive estate planning software and trust software should ensure that you never drop the ball. Build standard sets of tasks so that you and your staff know exactly where each matter stands and what needs to be done next. Much of what you do can feel repetitive, so let Smokeball hand you documents and to-dos automatically at the right times. Let Smokeball tell you when it’s time to gather financial and asset information, draft documents, schedule client reviews and signings, and make adjustments. Automatic Time & Profitability Tracking Smokeball does something that no other estate planning software does – it tracks all your time spent within the system automatically!
Even if you bill your clients a flat fee for your estate planning work, knowing where and how your time is spent can quick help re-focus your priorities. Smokeball for estate planning attorneys helps you gain a deeper understanding of your profitability by matter and matter type. Once you put in your staff cost and fee (either hourly or flat), Smokeball will automatically calculate which estate planning services are making you money with the. It also provides important into staff efficiency so that you can better manage your team’s time and positively impact your bottom line. No other will and trust software on the market can do this for your practice.
Automatic Time & Profitability Tracking Smokeball does something that no other estate planning software does – it tracks all your time spent within the system automatically! Even if you bill your clients a flat fee for your estate planning work, knowing where and how your time is spent can quick help re-focus your priorities. Smokeball for estate planning attorneys helps you gain a deeper understanding of your profitability by matter and matter type. Once you put in your staff cost and fee (either hourly or flat), Smokeball will automatically calculate which estate planning services are making you money with the. It also provides important into staff efficiency so that you can better manage your team’s time and positively impact your bottom line. No other will and trust software on the market can do this for your practice.
For instance, several Internet-based companies — including Nolo.com, BuildaWill.com and Legalzoom.com — allow you to create a will from your own desktop computer. When you create a will online, you are walked step-by-step through a series of questions to help you create the will. You then print out the will, and get it signed by at least two witnesses and notarized. Most online software programs for wills also let you go back into the will and make changes or additions to the document as you see fit.
The cost of making an online will usually ranges from about $20 to $100. For as little as $5 to $20, you can also buy a standard will and testament on ready-made forms sold in stores such as OfficeMax, Office Depot or Staples. By comparison, a lawyer may charge anywhere from roughly $100 to $1,000 to create a will, depending on the part of the country in which you live and the complexity of your personal circumstances. So don't let money be an obstacle to. You really do have easy, convenient, low-cost alternatives to get the process completed. There are some situations, however, when you may want to hire a lawyer. For example, it's best to get an attorney involved if:.
You have a large estate and want some guidance. You want to disinherit a spouse. You are concerned that someone may contest your will or try to claim that you weren't of sound mind when you signed it.
I used an online software program to create my will; my husband did, too. So if your situation is pretty straight-forward, you can do the same thing. And rest assured that a will prepared on online software — or one prepared on a store-bought form — is just as legal as if an attorney drew it up. Lynnette Khalfani-Cox is the author of. You can or follow her on Twitter.