Estate planning software for attorneys

Trust and estate software, accessible from anywhere

Access critical trust and estate planning information anytime, from anywhere with MyCase cloud-based legal software.  

“I have grown my caseload more than 150%. More importantly, my revenue has doubled.”

Trusts and Estate Firm, Feldman Law Group

Seamless lead management

Manage prospective clients and don’t let one lead slip through the cracks. Keep track of each client, assign tasks, set reminders and create consultation appointments.  

“The features that MyCase has continued to add and develop have enabled us to handle a higher volume of clients, and that has just fueled the profitability of the firm. We now have four estate plan signings in one day, and a couple of years ago that would have been a good month. So we’re now able to have 10, 12, or even 15 estate plan signings over the course of a month. And yet we don’t feel overwhelmed at all by the volume that we’re handling because of MyCase.”

Aaron Feldman, Feldman Law Group (a California-based trusts and estates firm)


Aaron Feldman from Feldman Law Group
MyCase lead management feature: lead insights
Increase client leads over time with MyCase

Secure and centralized document management

Get secure access to all of your firm’s documents with MyCase cloud-based document management software. Your team can easily collaborate from anywhere with access to the same files and documents. Search for and find documents with our advanced, customizable filtering system. 


MyCase e-signature software feature: Allow clients to sign and return case documents quickly
How to use MyCase File Sync

Document templates and workflow automation

With MyCase, you can create and upload templates and then merge those templates with client information stored in the system. And if you leverage MyCase’s workflows, you’ll be able to automate your firm’s standardized practices to instantly generate tasks, deadlines, events, and templates with just one click.


MyCase legal workflow software feature: Create workflows and triggers that automate tasks
Create workflow templates that include common tasks, event deadlines, and documents with MyCase legal workflow automation

Robust task management

Stay on track of every task with increased visibility into open tasks and rely on automated reminders to help you. When creating new tasks, automatically add items like checklists, descriptions, due dates, and priorities, and send out automatic task reminders. Assign tasks to specific firm members and link them to their relevant cases.