Estate planning software can make the complex process of estate planning simpler and more efficient for advisors and planners as well as their clients. And it can help ensure your client has the right strategy to meet their goals. But how do you know which software is right for you and your firm? There are a variety of important factors to consider.
In this buyer’s guide, you’ll gain insight into what to look for to ensure the estate planning software you’re considering meets your needs, including:
- An overview of the different types of estate planning software
- Gaps in software that may prove detrimental
- How to establish your vendor criteria
- The benefits of the right estate planning software
- Security, support and integrations requirements
As a part of this guide, you’ll also receive a checklist to help you evaluate different estate planning solutions you’re considering.
Published: Oct 07, 2025