Unlike a flowchart, these diagrams typically show a single process without alternative routes. Flowchart, diagram, and chart add-ons . Google Docs, Sheets, and Slides each allow third-party add-ons.

“The flowchart is the guiding document,” said Mr. Hendry, who lives in Pinehurst, N.C., with his wife, Mary. “I’m a lawyer, and I understand estate planning documents have to be pretty ...