Estate Planning Law Software

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:

​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)