Keep Track of Clients’ Cases with Estate Planning Software for Lawyers

Estate planning often requires updating multiple documents with beneficiary details, which can be time-consuming. Liradocs simplifies this by allowing you to enter client information once and automatically update all relevant documents. Just add or update the information, select the documents to update, and save the new version. Liradocs also tracks changes for full visibility and updates pronouns and pluralizes language in your documents to ensure accuracy.

Liradocs is designed with estate planning in mind, making it easy to input case details specific to your practice in one place, including:

• Properties
• Beneficiaries
• Trust Information
• Investment Funds
• Insurance Policies
• Business Holdings

Advanced matter sections allow for asset tracking based on asset type, covering everything from bank accounts to business holdings. Once you've entered all necessary details, select the document or form you want to generate from Liradocs’ automated library and create accurate PDFs in seconds—no more hours spent building documents from scratch.

With Liradocs, all email messages and attachments are automatically saved to your case files, giving you a clear view of both completed and pending documents. You can easily rename duplicate PDFs, track version history, and manage files—all without leaving your current matter. Thanks to Liradocs’ seamless integration with Microsoft Word, every document edit is automatically saved to the matter, ensuring you always have the most up-to-date version.

Liradocs allows you to securely share documents, request signatures, and discuss case details with clients through a secure portal, protecting sensitive information. For quick responses, our built-in text messaging feature lets you easily ask clients for additional information or missing estate planning documents—all while keeping everything secure.