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features
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support

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Description

Martindale-Avvo serves as a valuable ally for attorneys, assisting them in expanding their practice and achieving their business aspirations. Utilizing our extensive knowledge in legal marketing and our vast marketplace, we aim to fulfill the growth objectives of both our clients and their potential customers. We begin with a free evaluation of your online presence and a thorough analysis of your primary business objectives, after which our marketing specialists will offer personalized service recommendations and tools designed to elevate your practice. Enhance your digital footprint with ProVantage, allowing you to highlight your skills across the four most frequented online directories, distinguishing yourself in the highly competitive field of law. Harness the potential of targeted advertising through AdVantage, enabling you to connect with a broader audience by securing prominent placements within our network of legal directories and beyond. Additionally, create a high-performing website that complements your efforts and drives client engagement effectively. This comprehensive approach ensures that your practice not only grows but thrives in today’s digital age.

Description

eState Planner is a cloud-based software designed for legal experts and advisors, aiming to enhance the efficiency of estate planning, client intake, and document creation processes. This platform allows for the secure collection of clients' personal and financial information through engaging questionnaires, enabling users to effortlessly generate estate plans by simply dragging and dropping assets or utilizing one-click scenario options. It features real-time legal notifications that minimize frequent errors in will planning, while providing immediate insights through dynamic tax and probate calculations. Moreover, eState Planner creates customizable legal documents such as wills and powers of attorney, allowing users to incorporate peer-reviewed precedents or their own unique clauses and branding. The software also offers visual summaries and narratives to assist clients in understanding their estate-planning results, promotes collaboration by allowing multiple contributors per client file, and supports remote access with encrypted data storage for added security. Additionally, this innovative tool is designed to adapt to the evolving needs of the estate planning industry, ensuring that legal professionals can deliver optimal service to their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$119 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Lawyers.com

Country

United States

Website

www.lawyers.com/lawfirmmarketing/

Vendor Details

Company Name

eState Planner

Founded

2017

Country

Canada

Website

www.e-stateplanner.com

Product Features

Product Features

Alternatives

Alternatives

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