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

Estate Planning Software: The Complete Guide for Attorneys

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

best 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

Estate Planning Software

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.

estate planning business

You’re running an estate planning business. You’re booked solid with client work. Your inbox is overflowing. Your calendar is maxed out. But despite how busy you are, your revenue still feels unpredictable. Sound familiar? If you’re like most estate planning attorneys we talk to at Lawyers With Purpose, you’re not

Let’s talk Revenue Goals for Your Estate Planning Practice. Most estate planning attorneys set revenue goals. Far fewer know how to reach them. And it’s no wonder, goals alone don’t build a thriving practice. Without a clear roadmap, many attorneys find themselves stuck in reactive mode, juggling client work, marketing,

Estate Planning Workflows

Running an estate planning practice is no small feat. Between intake calls, drafting, client meetings, and follow-ups, it’s easy for things to slip through the cracks. Without clear systems, firms fall into the trap of reactive chaos, where every matter feels like an emergency, deadlines creep up, and clients notice

estate planning attorneys scaling their practice

Running an estate planning law firm is supposed to be fulfilling. You get to help families protect their futures, build legacies, and find peace of mind. But for many attorneys, the reality looks very different: Sound familiar? You’re not alone. In fact, studies show that law firm bottlenecks cost firms

drafting software actually increase your law firm revenue

For many families, the high cost of long-term care comes as a shock. With the national average for a nursing home room exceeding $8,500 per month (Genworth Cost of Care Survey, 2023), even well-prepared clients can see their life savings vanish in a matter of months. That’s where Medicaid planning

Medicaid costs

When major Medicaid policy changes hit the headlines, the focus is often on coverage loss and cost savings. But what doesn’t always make the news, and what families feel first, is a gradual erosion of care quality that begins long before a facility closes or a service line is dropped.

An elderly couple in a rural setting

Last week, the “Big Beautiful Bill” was signed into law—and while many provisions tighten Medicaid eligibility or reduce reimbursement, not everything in the legislation was a cut. One headline worth watching: a $50 billion investment in rural health care

Glasses laying on paper showing "The Big Beautiful Bill"

With the president’s desired July 4th deadline looming, the Senate narrowly passed Trump’s One Big Beautiful Bill on July 1, 2025, sending an amended version back to the House of Representatives for another vote. Let’s take a look at the changes the Senate made, specifically those affecting long-term-care Medicaid.