Estate Planning Law Software

Estate Planning Law 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 legal document generation, Smokeball legal practice management software 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 legal matter management 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. Plus, everything is tracked with the best law firm time tracking software for lawyers.

Since the switch over to Smokeball, our firm of 13 employees has witnessed significant improvements in efficiency and productivity. One standout feature for us is the AutoTime. It has revolutionised our approach to tracking billable hours, eliminating the common issues of missed time entries and incomplete records- and saving us up to 4 hours each week!

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)

Estate Planning Automated Forms and Precedents

The faster and more reliably you prepare estate planning 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 an extensive range of estate planning 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:


  • 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


  • General Power of Attorney
  • Enduring Power of Attorney
  • Appointment of Enduring Guardian (NSW only)

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
  1. All of this content has been created by specialists in that area
  2. New forms and precedents are added by our specialists
  3. Form currency checks are made monthly to ensure that our forms are all up-to-date
  4. Advanced calculators to easily calculate stamp duty, adjustments or financial statements
  5. Over 4,750 forms and precedents currently available

Book a Personalised Demo

Book a live personalised demo to see how Smokeball can help your estate planning law firm.

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