Features
Every step of the estate journey, in one hub.
From first inquiry through intake, matters, payments, and the client portal. Dig into each area below, or jump straight to what you care about most.
01
Inquiries and consults
Website leads should not die in a shared inbox. Capture interest once and move it forward in the same system that will hold the matter.
Public inquiry forms that land in your firm workflow
Consult tracking tied to the people involved
A clear handoff into intake when the family is ready
In the knowledge base
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.
02
Client intake
Estate worksheets are heavy for families and easy to get wrong in software. Clients complete a branded intake once. Your team sees progress as sections move forward.
Configurable intake completed in the client portal
Staff visibility into overall progress and section status
Reminders and unlocks when a family needs a nudge
Less double entry from form to practice system
In the knowledge base
Chen Family Estate Plan
Staff view · intake progress
- Complete
General information
- Complete
Family & relationships
- In progress
Assets & accounts
- Not started
Agents & fiduciaries
- Not started
Supporting documents
03
Estate Link Payments
Collect consult deposits and invoices without chasing checks. Send a link by email or SMS and let clients pay from any device.
Consult deposits before the meeting
Invoices clients can pay by card or ACH
SMS payment links when messaging is enabled
In the knowledge base
Sandin Law
Estate planning consult
Payment request for Jordan Hale
Amount due
$350.00
Applied to consult. Credited if you engage.
- Consult deposit$350.00
- Processing fee$0.00
04
Branded client portal
Your logo, theme, subdomain, and welcome message. Families meet your firm, not a generic software brand.
White-label portal for intake and ongoing client work
Invoice visibility and payment when Payments is enabled
A professional front door for the families you serve
In the knowledge base
Sandin Law
Client Portal
Welcome back, Margaret
Your estate planning work with Sandin Law, in one place.
Amount due
$1,340
1 open invoice
Open matters
1
Nelson Family
Continue intake
Estate Planning Worksheet · 56%
Your team
Jordan Sandin · (701) 555-0190
05
People, roles, and family tree
Estate planning is about how people connect. Assign fiduciary roles on the matter, keep family relationships clear, and explore the interactive family tree when you need the full picture.
Matter roles for fiduciaries: executor, trustee, POA, beneficiary, and more
Family relationship context for planning conversations
Interactive family tree with pan, zoom, and click-through
In the knowledge base
Nelson Family Estate Plan
Interactive family tree
Selected
MargaretClient · Trustee
06
Matters, tasks, time, and trust
Run the matter work in one place: tasks and templates, time, invoicing, job cost, and trust accounting with bank ledgers.
Matter workspaces with tasks and templates
Time tracking, invoicing, and job cost
Trust balances, retainers, ledgers, and bank account typing
Nelson Family Estate Plan
Trust
$12,450
Tasks
6 open
Intake
56%
People
4 on this matter
- MNMargaret NelsonClientTrustee
- DNDavid NelsonClientExecutor
- LNLila NelsonBeneficiary
- ENEthan NelsonBeneficiarySuccessor Trustee
07
Email and optional SMS
Send firm email through Microsoft 365 with signatures. Optional SMS keeps transactional updates and payment links close to the matter.
Microsoft 365 sending with firm signatures
Optional SMS with dedicated local or toll-free numbers
Payment links and matter updates by text when SMS is enabled
In the knowledge base
Margaret Chen
SMS approved · Local number
Optional add-on. Payment links and matter updates by text.
08
Integrations
Bill and invoice in Estate Link. Keep email, files, and books connected to the matter. Drafting stays in WealthCounsel or the tools you already trust.
Microsoft 365 for firm email from Estate Link
Dropbox for matter files without hunting across drives
QuickBooks Online for your books, synced from Estate Link billing
Microsoft 365
Dropbox
QuickBooks Online
09
Your data, on your terms
Firms should not feel stuck. A firm administrator can download a copy of the practice records anytime. That is peace of mind, not a favor you have to ask for when you leave.
Export contacts, matters, time, invoices, payments, and related records as CSV files
Open the ZIP in Excel whenever you want a backup
Your firm owns the data. You are not locked in.
In the knowledge base
Settings · Data export
Your records, anytime
What's included
- Contacts and companies
- Matters and people on them
- Time, invoices, and payments
- Intake answers and staff roster
Latest export
Ready · ZIP of CSV files
Next 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