[WSBAPT] Estate Planning and/or Probate software recommendations

Xan Gerson xan at metisestateplanning.com
Fri Sep 20 09:28:22 PDT 2019


Hi Jennifer,

I'm not sure what exactly you're looking for in a program, but you should
check out Smokeball, which is designed for solo/small firms. It's a
cloud-based practice management software that handles document creation,
time keeping, billing, and they host my website. I've been using it for 2+
years and its been great.

https://www.smokeball.com/

-Xan



ALEXANDRA (XAN) GERSON
Attorney
206.408.8163
xan at metisestateplanning.com


-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com
<wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jennifer Johnson
Sent: Thursday, September 19, 2019 4:31 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Estate Planning and/or Probate software recommendations

Hello all,

I am wondering if any of you in a small or solo firm use an estate
planning or estate planning and probate software program that you would
recommend?

I'm not super jazzed about the one we're currently using and am looking
around for something different that doesn't have a BigLaw price tag.

Thank you in advance,

Jennifer
--
Jennifer Johnson
Title Officer | Attorney
Hanigan Law Office, PS
Wahkiakum Title & Escrow Co.
PO Box 39 - 68 Main Street
Cathlamet, WA 98612
(360) 795-3741
(360) 795-3001 (f)
www.wahtitle.com

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