Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CanLegal Docs is an online platform designed for generating legal documents tailored to individuals and organizations across Canada. It features 35 interactive tools that help users create documents specific to various provinces and territories, including but not limited to leases, employment contracts, demand letters, wills, powers of attorney, and immigration checklists, along with various personal and business forms. After selecting their jurisdiction and preferred language, users are guided through a series of questions, allowing them to review and modify a draft prior to downloading it in either Word or PDF format. Additionally, the platform offers complimentary resources like a rent-increase calculator and an N4 notice checker to assist users further. While drafting and editing documents are provided free of charge, users must pay to download finalized documents, with options for single-document purchases or unlimited access through monthly or yearly subscriptions. Both English and French documents are available, ensuring accessibility for a broader audience. It's important to note that CanLegal Docs supplies self-help document templates and does not provide legal advice. Furthermore, this resource empowers individuals by streamlining the process of creating essential legal documents efficiently.

Description

Estate Plan is an innovative cloud-based software designed specifically for legal professionals and law firms that handle wills and related documentation. It enables firms to gather client data through customizable questionnaires and a secure portal, while also allowing them to organize case details and utilize tailored templates for drafting and editing essential estate-planning documents. The platform's workflow facilitates team collaboration with checklists, efficient document storage, and streamlined client communication via email and text messages. Moreover, staff members can review and modify the generated documents, producing them either individually or as a complete package that includes wills, powers of attorney, and personal directives. Additionally, the software offers features for making amendments and comparing document versions, which aids legal teams in coordinating the intake process, drafting, reviewing, and reporting on client estate plans, ultimately enhancing their overall efficiency and effectiveness. This comprehensive approach not only simplifies the estate planning process but also ensures that all legal requirements are met with precision.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Clio No 

Integrations

Clio Yes 

Pricing Details

CA$1.99/document
Single documents cost CA$1.99 each. The Business plan costs CA$39.99 per month or CA$299 per year and includes unlimited documents for a team, three seats, priority email support, and invoices and receipts.
Free Trial No 
Free Version Yes 

Pricing Details

$49/transaction
$49 per transaction; no fixed-term contract is required.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CanLegal Docs

Founded

2026

Country

Canada

Website

canlegaldocs.com

Vendor Details

Company Name

Prolegis Solutions

Founded

2018

Country

Canada

Website

www.prolegis.ca/estateplan

Product Features

Product Features

Alternatives

Alternatives

Bancroft Reviews

Bancroft

Bancroft Sysyems
Wealth Docx Reviews

Wealth Docx

WealthCounsel
Practical Law Reviews

Practical Law

Thomson Reuters