WATCH THE ACADEMY’S SOFTWARE DEMO!
- The database and document assembly components of this software are completely integrated, removing any need for double entry.
- All Academy systems and processes for success are actually in the software. Training new employees on the systems has never been easier.
- The software includes countless management reports, marketing letters and top shelf estate planning documents
If you’re like most estate planning attorneys, the bulk of your time is spent drafting documents, managing client communications, monitoring firm performance, and optimizing marketing efforts.
The right estate planning software can help you streamline these tasks and manage every aspect of your practice more efficiently. And The American Academy of Estate Planning Attorneys has the estate planning software for attorneys that you’re looking for.
CounselPro™8©, built on the Actionstep platform, is designed by estate planning experts and maintained by the Academy’s education and technology departments. With this software, you can more easily plan your work and work your plan, ensuring you’re always providing the level of service your clients deserve.
Here’s what you need to know to decide if CounselPro™8© is the right estate planning software for your practice.
Estate planning software with all the features you’re looking for
CounselPro™8© is an end-to-end software solution that puts all the tools you need at your fingertips. This comprehensive software package offers:
- Fully-automated document assembly for all of the documents found in even the most complex estate plans
- Client information management with complete client profiles including asset inventories
- Client communication tools including more than 300 pre-written letters, as well as tools to create automatic updates and reminders
- Marketing optimization tools that enable easy seminar management and effortlessly monitor prospects through the sales funnel
- Office workflow management with tools that allow you to assign tasks and monitor workflows so you can identify bottlenecks, optimize your processes, and ensure nothing falls through the cracks
- Firm analytics featuring real-time data and reporting tools that provide a birds-eye view of your firm’s financials, staff performance, and more
- Appointment scheduling tools, including automated scheduling emails and cancellation monitoring
CounselPro™8© isn’t your typical estate planning software. It was developed by estate planning attorneys with unparalleled insight into the unique needs of legal professionals within this field.
The software’s intuitive design and comprehensive array of tools makes it the right choice for practices of all sizes and for attorneys focused on providing the best client experience in the most efficient manner. It’s key features also stand apart from other software solutions, giving you the edge you need in a competitive market.
Unparalleled selection of estate planning document templates
The efficient preparation of accurate, comprehensive estate planning documents is the cornerstone of any practice within this field. And CounselPro™8© makes documentation creation easier than you ever imagined.
CounselPro™8© offers more than 300 professionally written templates prepared and vetted by attorneys and kept continually updated by a team of experts. With just a few keystrokes, you can input client information during a consultation and create a wide variety of personalized estate planning tools including:
- Revocable living trusts
- Special needs trusts
- Wills
- Inter vivos QTIP
- Legacy Wealth Trusts
- ILITs
- Charitable Remainder Trusts
- Medicaid Trusts
This is just the tip-of-the iceberg as CounselPro™8© provides access to templates for virtually every estate planning need.
You can even find ancillary and state specific documents among the templates so you can help every client create a complete and comprehensive plan, no matter where they live or how complex their asset mix or family situation.
Business planning tools you can count on
While the success of your firm begins and ends with client service, successful estate planning firms also focus their efforts on marketing and client communications — and they monitor their performance to ensure they remain competitive.
CounselPro™8© gives you the tools you need to handle these tasks with ease. From appointment scheduling software that enables you to set up your next meeting directly from a client’s contact screen to firm performance reports that can be generated with a click of a button, this estate planning software is the full picture when it comes to effective practice management.
With COVID-19 and an aging population significantly increasing the demand for estate planning services, a solid software program can uniquely position your firm for growth. CounselPro™8© is that solution.
The only estate planning software your practice needs
While some competitors offer separate software programs for document drafting and business management, CounselPro™8© rolls all these features and services into one big package. Every aspect of your client relationship can be managed from one convenient dashboard, from appointment setting to reminder emails to asset inventories and beyond.
This means less wasted time cross-referencing data or learning how to implement and use two different software solutions.
CounselPro™8© is the total package that will become the backbone of your day-to-day operations, enabling you to provide clients with prompt attention and the best possible service. That’s what makes it the best estate planning software for attorneys, hands down.
Contact The American Academy of Estate Planning Attorneys Today to Learn More
Estate planning lawyers who are interested in learning how CounselPro™8© can make your job easier, contact the American Academy of Estate Planning Attorneys today or watch a free demo of the estate planning software to better understand all of the features it offers.
The American Academy of Estate Planning Attorneys also offers many resources beyond just practice management software. Download our free information kit to learn how we can help you take your firm to the next level by maximizing efficiency and helping you to build your client base.
