Stop running your estate planning practice across tools that were never built for it.
One practice hub for the full client journey, from first inquiry through intake, matters, and billing. Built for estate planning firms, and for the families they serve.
Stop losing website leads in a shared inbox.
Jordan Hale
SMS approvedEstate Planning Inquiry · Today at 9:14 AM
- jordan.hale@email.com
- Phone
- (701) 555-0142
- Message
- We'd like to update our estate plan and discuss trusts for our children. Available for a consult next week.
Why firms switch
The duct tape is costing you more than the software.
Estate planning firms did not set out to run five products. The stack grew that way. Estate Link replaces the patchwork with one practice hub, while drafting, accounting, and files stay where they belong.
Today's stack
Duct-taped together
Leads, intake, tasks, and billing scattered across tools that do not talk.
Estate Link
One practice hub
Nelson Family Estate Plan
1. Inquiry
2. Intake
3. Matter
4. Billing
Margaret
Client
David
Co-client
Lila
Beneficiary
Same client story from first inquiry to paid invoice.
Context dies at every handoff
The consult notes, intake answers, and matter facts rarely live in one place. Someone has to rebuild the story.
Busywork replaces client work
Copying between CRM, forms, tasks, and billing burns hours your attorneys and staff should spend on families.
Nobody trusts the “source of truth”
When five tools disagree, follow-ups slip, invoices lag, and clients feel the seams.
Built for estate work
Estate planning depth. Not generic case management.
Families are not flat contact records. Estate Link keeps roles, relationships, and matter work together so your firm can run the engagement with clarity.
Family & roles
Nelson Family Estate Plan
Robert
Parent
Helen
Parent
Margaret
Client · Trustee
David
Client · Executor
Lila
Beneficiary · Agent
Mark
Spouse
Ethan
Succ. Trustee
Ava
Grandchild
01
Intake built for families
Schedules, fiduciaries, and real assets. Clients complete the worksheet once. Your team stops retyping.
02
Relationships, not flat contacts
Client, trustee, executor, beneficiary. Roles stay on the matter so strategy is never guessing who is who.
03
Facts ready for the plan
Organize people and work in Estate Link. Draft wills and trusts in WealthCounsel or the tools you already trust.
Integrations
Connected to the tools your firm already uses.
Less retyping. Fewer handoffs. Email, files, and books stay tied to the matter so your team spends time serving families, not shuffling data.
Microsoft 365
Send matter email from Estate Link with your firm signatures. No copy-paste into Outlook.
Dropbox
Matter files stay in Dropbox. Your team opens the right folder without hunting across drives.
QuickBooks Online
Customers stay in sync with your books so billing is not a second data-entry job.
Estate Link Payments
Get paid faster for consults, invoices, and more.
Create a payment request, send it by email or SMS, and let clients pay from any device.
Consult deposits
Send a link before the meeting and collect up front.
Invoices
Clients pay online by card or ACH, tied to the matter.
SMS payment links
Text a secure link so they can pay from their phone.
SMS
Jordan Hale
Payment links by text when SMS is enabled.
Sandin Law
Estate planning consult
Amount due
$350.00
- Consult deposit$350.00
- Card or ACHSecure checkout
Peace of mind
Back up your firm whenever you want.
Switching onto Estate Link should not mean handing over the only copy of your practice. Keep a backup. Take a copy with you if you ever leave.
Download anytime
A firm administrator can create an export from Settings whenever they want a copy. No ticket. No waiting until you cancel.
Open it in Excel
You get a ZIP of CSV files: contacts, matters, time, invoices, payments, and the related records that make those rows useful.
You are not locked in
Your firm owns its practice data. We would rather earn the relationship than hold the keys.
Built by experts
Shaped inside an estate planning practice, not a boardroom.
Attorneys and staff who live the work every day helped design the workflows. A software team built beside them. That is why Estate Link fits the way estate practices actually run.
Read how it came togetherNext step
Book a demo.
See inquiry through matter, payments, and the client portal, mapped to how your estate planning practice actually runs.
Request a demo