The All-in-One Estate Planning Platform for Legal Professionals
Modernize your Wills & Estates practice with Succession Wills™ PRO—our enterprise-grade legal software built exclusively for lawyers. From intelligent client intake to automated Will generation and secure digital storage, Succession Wills Pro empowers firms to deliver faster, more accurate, and more efficient estate planning services—with less overhead, fewer errors, and a dramatically improved client experience.
Whether you’re a sole practitioner or part of a large firm, Succession Wills™ PRO helps you cut time, reduce costs, and scale with confidence—without compromising quality.
Succession Wills™ PRO is a cloud-based legal software platform designed specifically for Wills & Estates practitioners. It replaces outdated workflows—like static questionnaires, manual drafting, and fragmented file management—with a fully integrated, automated system that handles Client Intake, Will Preparation, File & Task Management and Digital Will Storage & Sharing.
Deliver a cutting-edge experience that impresses clients. Scale your Wills & Estates practice without increasing headcount.
Say goodbye to clunky manual questionnaire forms and endless back-and-forth emails and calls. Our client-focused Succession Wills questionnaire portal replaces old-fashioned intake methods with a seamless user-friendly experience.
Our proprietary document engine takes the client’s questionnaire responses and builds a fully customized, lawyer-grade Will – fast. Output documents are in editable format so you can review, edit, add and modify as you see fit before sharing with the client.
Manage your entire Wills & Estates practice from one dashboard. Stay organized and in control of every file from start to finish.
Even after the Will is signed, the benefits continues. Succession Wills Pro stores completed Wills and essential file details in a secure, cloud-based Will Vault for easy reference.
Succession Wills™ PRO was developed by experienced estate planning lawyers and legal tech experts to meet the real-world needs of modern legal practices. Our software reflects the rigor, nuance, and professionalism required in estate law—without the inefficiencies that hold firms back.
Whether you’re looking to automate, modernize, or grow your Wills & Estates practice, Succession Wills™ PRO is the platform to get you there.
We have developed a free demo portal for lawyers to test-drive the product on your own time. Use the login credentials that are provided and enjoy!
Succession Wills™ PRO Premium offers your firm a fully white-labeled, custom-automated estate planning solution built on our powerful Succession Wills and Succession Wills™ PRO engines. We’ll recreate the automation workflow around your own preferred precedent Wills, Power of Attorney, and other estate-planning documents — so you keep the language, clauses, and formatting you trust — while eliminating manual drafting. Our team will also tailor the client intake questionnaire to capture every firm-specific question or logic you need, ensuring no detail is missed.
Best of all, we integrate the intake portal directly into your website under your branding, so clients experience a seamless, proprietary interface from start to finish. With Succession Wills™ PRO Premium, you get full control over documents and client touchpoints while leveraging our sophisticated automation technology—perfect for high-volume practices or boutique firms looking to differentiate through innovation.
Interested in learning more? Contact us today for details.
