Estate Planning Software

Estate planning visuals simplified

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Estate planning software

Easily Create Charts and Diagrams to Explain Estate Planning Issues to Clients and Juries

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 by saving it to a shared SmartDraw folder or by using your favorite file sharing apps like Dropbox®, Google Drive, Box® or OneDrive®. You can also share files with non SmartDraw users by simply emailing them a link.

SmartDraw makes it easy to export your completed project to Microsoft Word®, Excel®, PDF, or PowerPoint® in just a few clicks.

You can also insert your project to any Google Workspace app like Google Docs.

SmartDraw also connects to Atlassian's Confluence and Jira.

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