Audience
Estate-planning lawyers, trusts and estates firms requiring a solution to intake clients, craft estate plans and generate customized legal documents
About eState Planner
eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.
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Pricing
Starting Price:
$119 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
eState Planner
Founded: 2017
Canada
www.e-stateplanner.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Online
eState Planner Frequently Asked Questions
Q: What kinds of users and organization types does eState Planner work with?
eState Planner works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does eState Planner support in their product?
eState Planner supports these languages: English.
Q: What kind of support options does eState Planner offer?
eState Planner offers support via online.
Q: What type of training does eState Planner provide?
eState Planner provides training in the form of documentation, live online, and webinars.
Q: Does eState Planner offer a free trial?
Yes, eState Planner offers a free trial.
Q: How much does eState Planner cost?
Pricing for eState Planner starts at $119 per month.
