Time-Saving Tools for Estate Lawyers in 2025

As an estate lawyer, your time is your most valuable resource. Between managing clients, drafting documents, and staying compliant with state-specific laws, balancing your workload can be a challenge. Fortunately, the right tools can save you hours, allowing you to focus on what matters most: providing exceptional legal advice. Here’s a roundup of the best time-saving tools for estate lawyers in 2025.

1. Relaw.ai

Overview: Relaw.ai is an 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: Automatically generate wills, trusts, and other legal documents with state-specific compliance in minutes.
Client Intake Automation: Collect client data using smart forms that seamlessly populate templates.
Custom Template Management: Upload your templates and let AI handle the repetitive work, ensuring consistency and accuracy.
Smart Search Functionality: Quickly locate documents using natural language search.

Why It Saves Time: Relaw.ai minimizes manual tasks, reduces errors, and accelerates workflows, making it an essential tool for modern estate lawyers.

2. Clio Manage

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

Time-Saving Features:

Automated time tracking and billing.
Centralized client and case management.
Integrations with document automation tools like Relaw.ai.

Why It Saves Time: By consolidating administrative tasks into one platform, Clio helps estate lawyers spend less time on logistics and more on legal work.

3. HotDocs

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

Time-Saving Features:

Customizable templates for wills, trusts, and other estate planning documents.
Bulk document generation for high-volume cases.
Integration with practice management tools for seamless workflows.

Why It Saves Time: HotDocs eliminates the need for repetitive drafting, allowing lawyers to produce accurate, professional documents quickly.

4. Actionstep

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

Time-Saving Features:

Pre-built workflows for estate planning.
Automated task management and reminders.
Client portal for easy document sharing and collaboration.

Why It Saves Time: Actionstep keeps your cases organized and automates repetitive tasks, so you never miss a deadline.

5. NetDocuments

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

Time-Saving Features:

Cloud-based document storage and retrieval.
Version control and collaboration tools.
Advanced search capabilities.

Why It Saves Time: With all your documents securely stored and instantly accessible, NetDocuments reduces the time spent searching for files.

6. WealthCounsel

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

Time-Saving Features:

Comprehensive library of customizable templates.
Real-time updates for state law compliance.
Integration with other legal tools for smoother workflows.

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

7. Calendly

Overview: Calendly is a scheduling tool that simplifies client appointments.

Time-Saving Features:

Automated scheduling based on your availability.
Integrations with Zoom and practice management software.
Reminders and follow-ups for clients.

Why It Saves Time: By automating the scheduling process, Calendly eliminates back-and-forth emails, allowing you to focus on client needs.

Choosing the Right Tools for Your Practice

Not every tool will fit every practice, so it’s important to consider your specific needs. Do you need advanced document automation? Workflow management? Or a secure document storage solution? 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. By automating repetitive tasks and streamlining workflows, you can focus on the aspects of your work that truly make a difference, like building relationships and delivering exceptional legal advice.

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.