Intake
Prospective clients submit inquiries with estate complexity and timeline. After consultation, send intake forms capturing beneficiaries, assets, and existing documents. Convert to matter when they engage.
Wills & estates
Estate files with checklists that match how you actually work.
Wills and estates work blends planning appointments with probate administration. LawNest handles intake, asset checklists, filing deadlines, flat-fee billing, and secure document collection in one workspace.
How it works for your practice
Matter & checklist
Open a wills or probate template — tasks for drafting, signing appointments, and filing spawn on the matter. Track asset schedules, beneficiary IDs, and court documents as checklists.
Billing
Invoice flat fees for standard planning packages or bill hourly for administration work. Add court filing fees and disbursements. Collect retainers and final balances through online payment links.
Client portal
Clients upload bank statements, property deeds, and beneficiary IDs securely. Executors view probate status updates and pay invoices without repeated office calls during an emotional time.
- Intake captures estate type, asset complexity, and urgency for planning vs probate matters
- Matter templates for wills, powers of attorney, probate applications, and estate administration
- Document checklists for asset schedules, beneficiary IDs, and court filing packages
- Flat-fee packages for standard wills and hourly billing for contested estates
- Clients upload asset statements and beneficiary information through the portal
- Calendar tracks limitation periods and court filing deadlines across open estates
Open your practice
Your inquiry link could be live tonight.
Start a 14-day trial, copy your public form, and watch your first lead land in the pipeline.