Estate planning software, pre-configured
Pick the Estate Planning vertical and HammerLex sets up a trust and estate matter template, a deadline rule set for recurring reviews, and the case fields these matters need — and hides the litigation clutter that estate work never touches.
A matter template for trusts and estates
Selecting the Estate Planning vertical seeds a matter template shaped for wills, trusts, and estate administration, so your firm isn't rebuilding the same structure for every new engagement.
- ✓Instrument typeRevocable trust, will, pour-over, or estate administration — captured on the matter.
- ✓Grantor and estate contextRecord the grantor, estate value band, and the shape of the engagement up front.
- ✓Ready on day oneOpen an estate matter into a workspace that already fits, not a blank record.
Custom fields for beneficiaries and trustees
Estate matters hinge on people and assets, not dockets. The Estate Planning vertical adds case custom fields for the details that actually matter to this practice.
- ✓Beneficiaries and fiduciariesTrack primary and contingent beneficiaries, executors, and successor trustees.
- ✓Funding and asset statusKeep a running view of which assets are titled to the trust and what's outstanding.
- ✓Yours to shapeRename fields, add your own, or remove what your practice doesn't use.
Reviews that don't fall through the cracks
Estate plans need tending: annual reviews, funding follow-ups, and periodic check-ins as circumstances change. The Estate Planning vertical includes a deadline rule set, so recurring items are scheduled from the matter instead of a separate calendar. The rules engine handles the date math and rolls off weekends and holidays.
- ✓Recurring review schedulingAnnual trust reviews and follow-ups planned against the matter.
- ✓Court-day-aware engineThe same deadline engine used across the platform, applied to estate timelines.
- ✓Nothing forgottenFollow-ups live where the work lives, not in someone's inbox.
Litigation fields, hidden
Estate planning isn't litigation, so a case screen cluttered with docket numbers and court names is just noise. For the Estate Planning vertical, HammerLex hides those litigation-only fields on the case detail view — the record shows only what estate work needs. When you draft, tokenized templates inject the grantor and beneficiaries into wills and trusts, and every edit appends an immutable, hashed version for the audit trail.
- ✓Docket and court fields hiddenThe case view drops litigation-only fields that don't apply.
- ✓Merge-field draftingGrantor, beneficiaries, and matter data flow into your instruments.
- ✓Immutable version historyEvery edit logs user, timestamp, and a content hash.
Not one-size-fits-all
Generic practice management shows every firm the same litigation-shaped record — court fields and all — whether or not the work involves a courtroom. HammerLex adapts instead. Choosing the Estate Planning vertical means the platform already understands you're not litigating: it seeds the right template, fields, and review deadlines, and clears away what doesn't apply. And because the setup is idempotent, adopting the vertical later fills in only what's missing without touching your existing matters.
Estate planning questions
Is HammerLex suited to estate planning work?
Yes. Selecting the Estate Planning vertical seeds a trust and estate matter template, a deadline rule set for recurring reviews, and case custom fields for instrument type, grantor, beneficiaries, trustees, and estate value. You can adjust any of it.
Does it hide litigation fields I don't use?
Yes. Because estate planning is not litigation, HammerLex hides litigation-only fields like docket number and court name on the case detail view for this vertical, so the record shows only what estate work needs.
Can HammerLex remind me about trust reviews?
The Estate Planning vertical includes a deadline rule set, so recurring items like an annual trust review can be scheduled from the matter. The rules engine handles the date math and rolls off weekends and holidays.
Can I draft trusts and wills from templates?
Yes. HammerLex supports tokenized document templates with merge fields, so selecting a matter injects the grantor, beneficiaries, and matter details into your instruments. Every edit appends an immutable version with user, timestamp, and a content hash.
See HammerLex set up for estate planning
Book a short demo and watch a trust matter open into a workspace that already fits — template, fields, review deadlines, and a cleaner record.
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