Estate Planning Software

Easy to Use

SmartDraw makes it easy to create charts and diagrams to explain estate planning issues to clients and juries. You can make flowcharts for living trusts, estate planning timelines, and other charts and diagrams quickly and easily with built-in templates. You can select a template, enter your information, and apply professional-design themes that make your chart presentation ready.

Easy to Work With Other Apps

SmartDraw is easy to work with no matter what other apps you use. You can add estate plans to:

• Microsoft Office^®
  • Excel^®
  • Word^®
  • PowerPoint^®
• Microsoft Teams^®
• Google Workspace^™
  • Google Docs
  • Google Sheets
• Atlassian^™ apps
  • Confluence
  • Jira
  • Trello

Easy to Save to Your Existing Storage Solution

SmartDraw works hand in glove with most file storage systems. You can save your visuals directly to:

• SharePoint^®
• OneDrive^®
• Google Drive^™
• DropBox^®
• Box^®

There is no need to create a parallel set of common folders and permissions, SmartDraw can just save files directly into your existing set up.

Easy to Share

Share your estate plan with anyone, even if they don't own a copy of SmartDraw, with a link. You can also easily export any project as a PDF or common image formats like PNG or SVG.

Easy to Get Help

Have a question? Chat or email us. SmartDraw support is in-house and free!