AAEPA CounselPro8

The AAEPA CounselPro8 is an estate planning software designed specifically for attorneys. According to the vendor, it offers a range of features and tools to streamline document assembly, client management, communication, marketing optimization, office workflow, firm analytics, and appointment scheduling. The software is suitable for practices of all sizes and is used by estate planning attorneys, law firms specializing in estate planning, legal professionals in the field, estate planning consultants, and financial planners specializing in estate planning.