Estate Planning Attorneys Payments

Estate planning practices sell flat-fee packages like wills, trusts and powers of attorney. Fees are often earned in stages, which suits invoicing and payment links.
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Payment solutions for estate planning attorneys

How these solutions fit estate planning attorneys

See what each option adds to the way your business takes and tracks payments.

Square Invoices

For estate planning attorneys: Send itemized invoices for consultation fees, retainers and legal invoices and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Staged invoices for flat-fee packages as each stage is earned. Roots sets up your templates, schedules and accounting sync.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Square Payment Links

For estate planning attorneys: Share a checkout link for consultation fees, retainers and legal invoices through messages, email or your website. Square Payment Links creates a secure checkout page you can share by email, text, social media or QR code, and reuse for standard fees. Buy-button links for consultation fees. Roots sets up the links, custom fields and reporting.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Square Appointments

For estate planning attorneys: Schedule legal consultations and client meetings, collect appointment payments and keep staff calendars aligned. Square Appointments lets clients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Online consultation booking. Roots sets up your services, availability, policies and forms so the calendar works from day one.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms
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Merchant Account

For estate planning attorneys: Arrange a processing account for consultation fees, retainers and legal invoices, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your estate planning practice, with pricing you can read and a person to call. Trust and operating accounts for advance fees.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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ACH Payments

For estate planning attorneys: Offer bank-account payments for consultation fees, retainers and legal invoices, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. ACH for package fees.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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$3,585.00 · ref ACH-7731

Estate Planning Attorneys payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Planning Attorneys, Payment Links for Estate Planning Attorneys, Square Booking for Planning Attorneys. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your estate planning attorneys business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which estate planning attorneys workflows need to improve so we can scope a practical setup.

Let’s set up payments for your estate planning attorney business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
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