Windows software for law offices from ERICH Incorporated
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Estate planning software

Estate Planning Software for Attorneys & Law Firms — Free Trial

Organize client estate planning matters, capture planning decisions, and build document packages for wills, revocable trusts, powers of attorney, health-care directives, and related planning documents in one Windows desktop workflow.

$299one-time purchase • no required monthly subscription
Download Free Trial Buy Now — $299

Download first. Purchase only if the current Windows workflow fits your practice.

$299 one-time purchaseSecure PayPal checkoutWindows desktop softwarePhone & email support
Estate Planning Software product box View software screen

Professional estate planning workflow

Keep client planning decisions and document selection organized

Use one matter-based workflow for client intake, fiduciary choices, beneficiaries, distributions, incapacity planning, and the document package you plan to prepare.

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$299 One-TimeStraightforward purchase
Matter-Based WorkflowClient planning organized in one file
Local DataWorking files stay on your computer
Direct SupportPhone and email help

Software preview

See the Estate Planning Dashboard

The desktop interface keeps matters, document planning, recent clients, and workflow actions in one place.

Estate Planning Software dashboard and client matter interface
Estate planning matter dashboardOpen existing matters, create new client planning files, and move from intake to document selection from one desktop workspace.
Estate Planning Software dashboard

Focused planning workflow

Built Around the Information Estate Planning Attorneys Collect

  • Client and matter intake with recent-matter management
  • Will planning, executor selections, guardians, specific bequests, and residuary planning
  • Revocable trust planning, trustee selections, beneficiaries, and distribution instructions
  • Financial power of attorney agents and alternates
  • Health-care agents, incapacity instructions, HIPAA authorization, and end-of-life preferences
  • Configurable state-specific planning settings and execution requirements
  • Document selection for a complete estate planning package
  • Local saved matter files with print and preview workflow

Purchase confidence

What the $299 Purchase Includes

Price$299 one-time purchase
PlatformMicrosoft Windows desktop software
WorkflowClient intake, planning decisions, document selection, preview, and output
Data modelLocal working files; no LawFirmSoftware.com cloud account required
TrialDownload and review the software before purchasing
SupportPhone and email support from ERICH Incorporated

Try before you buy

Download First. Buy When You Are Ready.

Download Free

Install the Windows trial at no charge.

Explore a Matter

Review client intake, planning fields, document selection, preview, and output.

Purchase

When you are ready to register, complete the one-time $299 purchase through PayPal.

Register

Use the registration workflow in the software after purchase.

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Frequently asked questions

Estate Planning Software FAQs

Can I download the software before buying?

Yes. Download the trial, install it on Windows, and review the current workflow before purchasing.

What planning areas are included?

The workflow covers client intake, wills, revocable trusts, fiduciary selections, beneficiary and distribution planning, financial powers of attorney, health-care planning, HIPAA authorization, and related document package choices.

Does it include state-specific settings?

Yes. The software includes configurable state-specific planning settings so the office can maintain execution and planning defaults by state.

Is this a subscription?

No. The current license is $299 as a one-time purchase with no required monthly subscription.

Where is client data stored?

Working matter files are stored locally in the Windows desktop workflow rather than requiring a LawFirmSoftware.com cloud account.

Ready to evaluate it?

Download Estate Planning Software

Install the free trial, review the planning workflow, and purchase the $299 license only when you are ready.

Download Free Trial Buy Now — $299 Browse Estate & Trust Resources →
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