​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.

---

Estate Planning Matter Type Detail Screen:

​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.

---

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)

---

Automated Forms and Precedents:

​All of our forms and precedents are integrated with Microsoft Word so that your Estate Planning documents can be created quickly. With all the automated forms and precedents you need saved as templates, your firm’s documents will become standardised so everyone produces consistent, quality work that reduces errors.

Matter information seamlessly and automatically merges with forms, precedents or correspondence saving you significant time by increasing productivity.

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)

(NSW sample document)

---

​​Dedicated Content Team:

All of this content has been created by Estate Planning specialists, who are continually working to provide you up-to-date and timely content all year-round. Meet our content team.

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 3000 forms and precedents currently available​

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​