Wealth & Private Banking › Trust & Estate › Estate Planning

Beyond Counsel

Estate-planning drafting and workflow software for solo and small law firms.

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Overview

Beyond Counsel provides estate-planning document drafting and workflow software aimed at solo practitioners and small law firms. Its drafting tools help attorneys produce wills, trusts and related estate-planning documents.

The platform combines document automation with intake and workflow features, helping estate-planning attorneys generate plain-language documents and manage client matters within a single system.

Key Features

+ Estate-planning document drafting
+ Will and trust document automation
+ Client intake tools
+ Workflow management for law firms
+ Document templates
+ Tools for solo and small practices

Integrations

Open API

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