Estate Planning Law Firm Software

As an estate planning lawyer, your clients are putting their legacies in your hands and trusting you to carry them out. To make sure that you do right by the clients you represent, your estate planning law software should cover all of your bases. CosmoLex has you covered with next-level document management, built-in trust accounting, and streamlined billing processes.
Legal Accounting Software

The number of documents you have to organize and manage in estate planning can seem endless. It can be difficult to keep everything organized and easy to access when it’s needed, but CosmoLex document management changes that.

Fast retrieval

Instantly retrieve documents whether you’re working from the office, home, or at the courthouse with CosmoLex’s intuitive search tools that connect you to matters with just a few clicks.

Easy assembly

Document creation and assembly is simple with customizable document templates for your most common estate planning documents such as wills, beneficiary designations, powers of attorney, and more. 

Secure storage

Your clients' estate plans are full of sensitive personal information. Your clients can rest easy knowing that their documents are all stored in a secure and compliant cloud with matter-level permissions. 

Learn more about CosmoLex’s document management tools

Take Estate Planning Software for a Test Drive

If you’re using a generic accounting or CRM software, you’re missing out on the benefits of using a product made just for your estate planning practice. Even worse, you’re probably paying for tools you don’t need. Try CosmoLex today to see all the benefits it has to offer for lawyers like you.

What Our Clients Are Saying

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Reasons Law Firms Choose CosmoLex

Built-in Legal Accounting

Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. That’s what makes CosmoLex a true practice management software solution for your law firm. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA accounts, including services such as automatic three-way reconciliations and LEDES billing.

Credit Card Processing Included,
No Fixed Monthly Fees

Your law firm’s credit card challenges are a thing of the past. Get the security and convenience of online invoicing and retainer payments at one low cost with law practice management software. CosmoLex’s cloud-based legal billing software makes client billing user-friendly and fast with electronic payments that can be made by any client with an internet connection.

Customer Support is Always Free

All accounting software support, training, and onboarding are provided by our local in-house team. There’s never an extra charge, and we’re always here to help. Our products are designed to boost your law firm’s accounting efficiency and save time on legal work. If your firm needs support working with our project management software, our experienced team is ready to assist at no additional cost.

Top Reasons Why You Can Trust CosmoLex

No Long-term Contracts

Change happens—we get it. That’s why we don’t lock you into a long-term contract where you’re billed annually, so you can cancel your accounting software subscription at any time, for any reason, hassle-free. We don’t force our customers to sign a binding contract—instead, most law firms simply choose to use the best legal accounting software based on our innovative practice management features.

Simple, All-inclusive Pricing

Every client gets all of our state-of-the-art software features. As new features are added to our law firm software, you automatically gain access to them—with no additional fees per user.

Used By Thousands Of Firms

CosmoLex meets the practice management needs of law firms of all sizes and practice areas. No matter the size or shape of your law firm, CosmoLex can help you manage cash flow, simplify matter management, and make better business decisions.

Frequently Asked Questions for Estate Planning Law Firms

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All-inclusive Practice Management, Legal Billing, and Accounting. No QuickBooks® Required!
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