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Estate Planning Software

Estate Planning Software

​Access clients’ estate details in one easy-to-manage and secure place,
​with files and estate planning specific forms accessible within seconds.


As a lawyer dealing with Estate Planning, your clients could be coming to you for will preparation and future financial or personal decision making arrangements. They seek your services for peace of mind to formalise their wishes, however the processes involved can be intricate and time consuming. We're here to help you every step of the way.
​​
By providing you with all the necessary resources, streamlining your paperwork and form completion, Smokeball allows you to spend less time on administrative processes and more time to better serve your clients.
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Estate Planning legal software and conveyancing software

Estate Planning Matter Type Detail Screen:
wills and estates software
​Smokeball keeps your clients’ details in one easy-to-manage and secure place, with all relevant documents, correspondence, and estate planning specific forms.

You can enter specific particulars relating to the matter in one accessible screen. This will allow you to auto-populate client and matter details in all forms and precedents within seconds, saving you significant time ​and boosting productivity.
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Estate Planning Matter Types
Smokeball provides you with the functionality to easily create the following separate or combined matters:
  • Will
  • General Power of Attorney
  • Enduring Power of Attorney
  • Enduring Guardianship (NSW only)
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Automated Forms and Precedents
The faster and more reliably you prepare documents, the happier your clients will be. Smokeball software ensures your firm’s most-used documents and forms are automated to prepopulate in seconds. Our legal document automation, powered by the best Microsoft Word and PDF integration on the market, is unparalleled and saves firms hours of typing and re-typing.

Smokeball houses thousands of practice area-specific Federal, State, administrative, and publicly available forms. You and your staff will eliminate time and error by knowing that you have the most up-to-date legal documents with accurate information automatically pulled from the Smokeball file.
Some of the forms and precedents you will have access to within Smokeball include:

​Precedents
  • File Cover Sheet
  • Instruction Sheet
  • Initial letter to Client with Instruction Sheet and Cost Disclosure
  • Standard Cost Disclosure for clients 
  • Letter to Previous Solicitor with Authority
  • Authority to Previous Solicitor
  • Letter to Client enclosing draft documents for review
  • Letter to Client to enclose copy signed documents
  • Tax Invoice 

​​Forms
  • General Power of Attorney
  • Enduring Power of Attorney
  • Appointment of Enduring Guardian (NSW only)
Estate Planning forms and precedents
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Benefits of Smokeball Content
  1. Integrated with Microsoft Word
  2. Add your own precedents
  3. Customise Smokeball’s standard precedents to suit your firm
  4. Precedents are saved as templates to create standardised documents, reducing errors
  5. Your Matter information seamlessly merges with government forms, precedents or correspondence
  6. All of this content has been created by specialists in that area
  7. New forms and precedents are added by our specialists 
  8. Form currency checks are made monthly to ensure that our forms are all up-to-date
  9. Advanced calculators to easily calculate stamp duty, adjustments or financial statements
  10. Over 3700 forms and precedents currently available​
​​Dedicated Smokeball Content Team
Our team of legal specialists, are continually ​working hard to provide you up-to-date legal content all year round​.
Smokeball legal content team - Emma
Emma Erlach
Content Manager
Smokeball legal content team - Jasmine
Jasmine Manassa​
Family Law Content Specialist
Smokeball legal content team - Celia
Celia McMahon
CUI Developer
Smokeball legal content team - Sigrid
Sigrid Helland
Litigation Content Specialist
Meet the content team
Book a free demo​ today and learn how Smokeball can help you: ​
​
✔   Increase your productivity
✔   Boost your profitability
✔   Become paperless
✔   Work from anywhere 
✔   Reduce staff errors​
Smokeball Legal Practice Management Software

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  • Book a demo
  • Features
    • Matter Management
    • Automatic Time Tracking
    • ​Firm Insights
    • Billing & Trust Accounting
    • Automated Forms & Precedents
    • Tasks & Workflows
    • Communicate
    • Email Management
    • Daily Digest
    • Mobility & Cloud Technology
    • Settlement Financials
    • Training & Support
  • Practice Areas
    • Family Law
    • Conveyancing
    • Leasing
    • Estate Planning
    • Estate Administration
    • Criminal Law
    • Litigation
    • Conveyancing Business Law
    • Mortgage
    • Personal Injury Law
    • Employment Law
    • Immigration Law
  • Testimonials
  • Contact us