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ease
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support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

All-in-one Rental and Sales Property Management and Accounting Software Real estate agents with small to large portfolios Our team of dedicated professionals has been providing a positive and unique property-software experience since 2004, giving our clients an edge on the real estate and property markets. PropWorx is a leading provider of rental and accounting software to property investors and real estate companies in Africa. Our property management tools allow you to manage your entire property portfolio. *Manage Sales and Rental Portfolios *Monthly Tenant Declaration Processing *Distribute Tenant & Owner Statements *Owner and Tenant Online Portals *Rental Escalations *Customizable Reporting Systems *Full Maintenance Management *Inspection Reminders & Management System *Manage arrear debtors and legal files *Bulk SMS and email This product is specifically designed for Trust Account Management

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

$50/month/user
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

Code X Creations

Founded

2004

Country

South Africa

Website

www.propworx.co.za

Vendor Details

Company Name

eState Planner

Founded

2017

Country

Canada

Website

www.e-stateplanner.com

Product Features

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

Product Features

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