# Estate Planning Practice Management Software

Estate planning software with a trust and estate matter template, a review deadline rule set, and custom fields for beneficiaries, trustees, and funding — with litigation-only fields hidden. Maintained by The Hammer Lex.

URL: https://hammerlex.com/practice-areas/estate-planning.html

## TL;DR
- Selecting the **Estate Planning vertical** seeds a trust and estate matter template, a deadline rule set for recurring reviews, and estate-specific case custom fields.
- Fields cover **instrument type, grantor, beneficiaries, trustees, estate value, and funding status** — all editable.
- **Litigation-only fields are hidden**: docket number and court name don't appear on the case view for this non-litigation vertical.
- **Reviews are scheduled from the matter** via the deadline rule set; the rules engine handles date math.
- Switching to Estate Planning later is **idempotent** — only missing starter content is added.

## Starter content included
| Item | What you get |
|---|---|
| Matter template | Revocable trust / will / pour-over / estate administration structure |
| Deadline rule set | Recurring reviews (e.g. annual trust review) scheduled from the matter |
| Case custom fields | Instrument type, grantor, beneficiaries, executor/trustee, estate value, funding status |
| UI adjustment | Litigation-only fields (docket, court name) hidden on the case view |

## A matter template for trusts and estates
The vertical seeds a matter template shaped for wills, trusts, and estate administration — instrument type, grantor, and estate value band captured up front — so your firm isn't rebuilding structure for every engagement.

## Custom fields for beneficiaries and trustees
Estate matters hinge on people and assets, not dockets. The vertical adds fields for primary and contingent beneficiaries, executors and successor trustees, and a running view of which assets are titled to the trust. Every field is yours to shape.

## Reviews that don't fall through the cracks
Estate plans need tending: annual reviews, funding follow-ups, periodic check-ins. The Estate Planning vertical includes a deadline rule set, so recurring items are scheduled from the matter instead of a separate calendar. The same court-day-aware engine used across the platform handles the date math and rolls off weekends and holidays.

## Litigation fields, hidden
Estate planning isn't litigation, so docket numbers and court names are just noise. For this vertical, HammerLex hides those litigation-only fields on the case detail view. 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.

## Why it matters
Generic practice management shows every firm the same litigation-shaped record, court fields and all. HammerLex adapts: the Estate Planning vertical seeds the right template, fields, and review deadlines, and clears away what doesn't apply. Because the setup is idempotent, adopting the vertical later fills in only what's missing.

## FAQ
**Is HammerLex suited to estate planning work?** Yes. 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.

**Does it hide litigation fields I don't use?** Yes — docket number and court name are hidden on the case detail view for this non-litigation vertical.

**Can HammerLex remind me about trust reviews?** Yes. The deadline rule set schedules recurring items like an annual trust review from the matter; the rules engine handles the date math.

**Can I draft trusts and wills from templates?** Yes. Tokenized document templates inject the grantor, beneficiaries, and matter details into your instruments, with an immutable version trail (user, timestamp, content hash).

Related: [all practice areas](https://hammerlex.com/practice-areas/index.md) · [family law](https://hammerlex.com/practice-areas/family-law.md) · [corporate & M&A](https://hammerlex.com/practice-areas/corporate-ma.md) · [book a demo](https://hammerlex.com/contact) · [all features](https://hammerlex.com/features.md)