Estate Planning Software

CNET Editors' Rating:

Easily create the charts and diagrams you need to explain estate planning issues to clients and juries.

Simple Estate Planning

It's easy to make great, professional-looking visuals for estate planning with SmartDraw. Make flowcharts for living trusts, estate planning timelines, and other charts and diagrams quickly and easily with built-in templates.

What makes it so fast and easy? SmartDraw does much of the drawing for you.

Estate plan example

Select an estate planning template, enter your information, and SmartDraw does the rest—automatically formatting and aligning everything, even as you add, delete, or move objects around on the page. Export your plan to Microsoft Word®, Excel®, PDF, or PowerPoint® with a single click.

You and your team can work on the same estate plan using SmartDraw Cloud, or your favorite file sharing apps like Dropbox®, Google Drive or OneDrive®. You can also share files with non SmartDraw users by simply emailing them a link.

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