eState Planner 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.

Pricing

Pricing Starts At:
$119 per month
Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

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Company Details

Company:
eState Planner
Year Founded:
2017
Headquarters:
Canada
Website:
www.e-stateplanner.com

Media

eState Planner Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Online Support

eState Planner Features and Options

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