Estate planning software that keeps client details secure and accessible
Access wills, Lasting Powers of Attorney, and estate planning documents in seconds, with the automation and security your clients expect when planning for the future.
Build and manage estate plans with speed and accuracy
Estate planning clients trust solicitors with some of their most sensitive financial and family information, so accuracy and security matter as much as speed. Smokeball keeps client details, documents, and forms organised in one secure, easy-to-manage place, accessible within seconds when a client calls.
Estate planning-specific forms and templates automate the drafting of wills and Lasting Powers of Attorney, reducing manual work on routine plans. As client circumstances change, updates and amendments are tracked against the original matter, keeping a clear record over time.
Secure client files
Keep wills, LPAs, and sensitive financial details organised and accessible in one secure system.
Document automation
Draft wills and Lasting Powers of Attorney using templates built for estate planning.
Amendment tracking
Track updates and amendments against the original matter as client circumstances change.
Estate planning software built for UK law firms
Manage every estate planning matter with practice management software built for UK firms, so you can focus on clients' futures.
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FAQs
Everything you want to know before taking the next step.
What is estate planning software?
Estate planning software helps solicitors draft, organise, and manage wills, Lasting Powers of Attorney, and related documents, keeping client information secure and accessible throughout the planning process.
Does Smokeball automate will and LPA drafting?
Yes. Smokeball includes estate planning-specific templates that auto-populate wills and Lasting Powers of Attorney with client data.
How secure is client data in Smokeball's estate planning software?
Smokeball stores client and financial details in a secure, centralised system, reducing the risk associated with paper files or unsecured documents.
Can Smokeball track amendments to an existing estate plan?
Yes. Updates and amendments are tracked against the original matter, giving solicitors a clear history of changes over time.
Is estate planning software useful for sole practitioners?
Yes. Sole estate planning practitioners use Smokeball to manage a full client roster without needing additional administrative support.
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