Estate Planning Law Software

Taking care of your client’s estate plan requires some help. With Legalboards, we can help you stay organized with our matter
management software. Keep track of important information, automate tasks or even email updates, and keep track of your
workflow visually. Get started with our estate planning board template or start creating your own.

Easily get started with the estate planning board template.

Stay Organized

Get started with our estate planning board template. Keep track of all relevant information and stay organized through Kanban.

Visualize workflow

With Legalboards, it’s easy to see what needs to be done or what the next steps are. With custom labels and checklists, you can see at a glance how your matter is progressing.

Legalboards helps me quickly determine what my next steps should be, and it also automates a bunch of different tasks seamlessly so that I can spend more time doing actual work for my clients.

Alexia @ rb, Legal, LLC

Share and Collaborate

Share your boards with team members to make teamwork more effective. By adding board members/viewers, everyone can be on the same page.

Estate planning board template

Stay Organized

Focus on helping your clients by letting us take care of the more tedious aspects of handling estates- like sending email updates to clients, tasks, and checklists.

Frequently asked questions

Legalboards is a matter management software that helps lawyers organize, track, and manage all things that go into successful legal practice management.

Kanban methodology is a great way to easily see your case. By using Kanban boards (and Legalboards), you can keep track of important information, automate tasks, and track your matters. Read more about Kanban here and see how you can easily get started with our estate planning template.

We connect with a variety of solutions that you may already be using- like Clio, LawPay, Google Drive, Office 365, and more. Learn more here.

Legalboards has three packages; Starter ($24 USD/user/month), Standard ($39 USD/user/month), and Professional ($58 USD/user/month). Learn more about our pricing plans here

Yes! We’ve made it easy for you, simply login to your account and click Settings> Plans & Bills > Cancel.

Ready to visualize your workflows?

See how your estate plans come together and streamline your processes in a new way.
Try Legalboards for free or schedule a demo session with us to see the possibilities.