Time-Saving Tools for Estate Lawyers in 2025

Estate lawyers in 2025 can save significant time and improve client service by implementing specialized legal tech tools. The right software can automate document creation, streamline client intake, and reduce administrative burdens, allowing attorneys to focus on providing valuable legal counsel rather than repetitive tasks.

Key Takeaways:

AI-powered document automation can reduce document creation time by up to 80%
Client intake automation eliminates data entry and reduces errors
Practice management software centralizes firm operations and improves efficiency
Document management systems ensure compliance and quick information retrieval
Scheduling automation eliminates time-consuming back-and-forth communications

1. Relaw.ai

Overview: Relaw.ai is the leading AI-powered platform specifically designed for estate lawyers, combining cutting-edge technology with user-friendly features to save time across the entire estate planning process.

Time-Saving Features:

AI-Powered Document Drafting: Generate complex wills, trusts, and estate planning documents with state-specific compliance in minutes, not hours.
Client Intake Automation: Smart intake forms collect client data and automatically populate all necessary documents, eliminating duplicate data entry.
Custom Template Management: Upload your firm's templates and let AI handle personalization while maintaining your preferred language and formatting.
Smart Search Functionality: Find specific clauses, provisions, or documents using natural language search across your entire document library.
Client Portal: Secure document sharing and e-signature capabilities streamline client communication and document execution.

Why It Saves Time: Relaw.ai reduces document creation time by up to 80%, eliminates manual data entry, and ensures compliance with state-specific regulations without requiring extensive research.

2. Clio Manage

Overview: Clio Manage is a comprehensive practice management software designed to streamline your law firm's operations.

Time-Saving Features:

Automated time tracking and billing with customizable rate structures.
Centralized client and case management with custom fields for estate planning.
Court rules-based calendaring to avoid missed deadlines.
Integrations with document automation tools like Relaw.ai for seamless workflows.

Why It Saves Time: By consolidating administrative tasks into one platform, Clio helps estate lawyers reduce time spent on practice management by up to 30%.

3. HotDocs

Overview: HotDocs is a trusted document automation tool that simplifies the creation of complex legal documents.

Time-Saving Features:

Customizable templates for wills, trusts, powers of attorney, and other estate planning documents.
Bulk document generation for high-volume practices.
Conditional logic to handle complex document scenarios.
Integration with practice management tools for seamless workflows.

Why It Saves Time: HotDocs eliminates repetitive drafting, allowing lawyers to produce accurate, professional documents in a fraction of the traditional time.

4. Actionstep

Overview: Actionstep is a workflow automation platform tailored to small and mid-sized law firms.

Time-Saving Features:

Pre-built workflows for common estate planning processes.
Automated task management and deadline reminders.
Client portal for secure document sharing and collaboration.
Custom reporting to track firm efficiency and productivity.

Why It Saves Time: Actionstep keeps your cases organized and automates repetitive tasks, reducing administrative time by up to 25%.

5. NetDocuments

Overview: NetDocuments is a secure cloud-based document management system built for legal professionals.

Time-Saving Features:

Centralized document storage with advanced organization capabilities.
Version control and collaboration tools for team document drafting.
AI-powered search capabilities to quickly locate specific information.
Compliance tools to ensure document security and retention policies.

Why It Saves Time: With all your documents securely stored and instantly accessible, NetDocuments reduces document retrieval time by up to 70%.

6. WealthCounsel

Overview: WealthCounsel provides estate planning software and educational resources tailored to legal professionals.

Time-Saving Features:

Comprehensive library of customizable templates with plain language options.
Real-time updates for state law compliance and tax code changes.
Educational resources to quickly address complex planning scenarios.
Integration with other legal tools for smoother workflows.

Why It Saves Time: WealthCounsel ensures you have the most accurate and compliant documents, reducing research time and revision cycles.

7. Calendly

Overview: Calendly is an intelligent scheduling tool that simplifies client appointments.

Time-Saving Features:

Automated scheduling based on your real-time availability.
Integrations with Zoom, Microsoft Teams, and practice management software.
Automated reminders and follow-ups for clients.
Buffer time settings to prevent back-to-back meetings.

Why It Saves Time: By automating the scheduling process, Calendly eliminates an average of 8 emails per appointment, saving hours each week.

Choosing the Right Tools for Your Practice

Not every tool will fit every practice, so it's important to consider your specific needs:

Identify your biggest time drains: Document creation? Client intake? Scheduling?
Consider your practice size: Solo practitioners have different needs than multi-attorney firms.
Evaluate integration capabilities: Tools that work together create the most efficient workflows.
Calculate ROI: The best tools pay for themselves in time saved and increased capacity.

Selecting tools like Relaw.ai, Clio, or HotDocs can help you optimize your processes and reclaim valuable time.

Why Time-Saving Tools Matter

Time-saving tools aren't just about efficiency—they're about providing better client service and improving work-life balance. By automating repetitive tasks and streamlining workflows, you can:

Serve more clients without increasing work hours
Reduce errors and improve document quality
Provide faster turnaround times for clients
Focus on complex legal issues that require your expertise
Reduce stress and prevent burnout

The most successful estate lawyers in 2025 will be those who leverage technology to handle routine tasks while focusing their personal attention on client relationships and complex legal strategy.

Ready to transform your practice? Discover how Relaw.ai can save you time and enhance your estate planning services. Visit Relaw.ai to learn more or schedule a personalized demo.