Best Legal Software for Estate Planning and Probate Firms in 2026: The 6 Capabilities That Matter When You Hold Fiduciary Funds and Bill Flat Fees

Estate planning and probate practices carry a combination almost no legal software is designed for: flat-fee planning work, hourly and court-supervised administration, multi-year matters, and fiduciary funds that are not always IOLTA. Here are the six capabilities that actually separate platforms — and how the major options compare.