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Reduce planning errors, create estate plans with graphic summaries for your clients, and draft wills in less than an hour.
With built-in legal alerts, you get notified of any discrepancies so your estate plans are error-free
Built-in and peer-reviewed precedents can be customized with your own clauses.
Draft wills up to 5x faster by using our client questionnaires and ePlans to create estate plans in a few clicks
Spend less time on busy work and let the software automatically manage probate tax, provide real-time insights, and much more
You can customize wills and POAs to match your firm’s language and expertise
Invite clerks and other collaborators. Multiple people can collaborate on a single client by adding one or more contributors
Securely access your client’s data at anytime, anywhere. All data is encrypted
Draft wills up to 5x faster with our client questionnaires and use ePlans to create estate plans in a few clicks
Use secure online questionnaires to collect client’s personal and financial information
Probate tax management provides real-time insights, and reduces time-consuming tasks, which allows you to focus on the client experience
Create scenarios in a few clicks and eliminate errors with built-in legal alerts
Easily share with your clients and lawyers visual representations of estate plans
With eState Planner's interactive questionnaires, securely collect clients' personal and financial information. Our software will then automatically create your clients’ family tree and capture their assets and debts.
eState Planner is also the only software that provides real-time legal alerts to help you avoid will-planning errors.
We made estate plans easier for lawyers to create and explain to their clients. Typical plans can be generated with just one click. For more advanced plans, you can use eState Planner to create complex trusts and gifts.
eState Planner is also the only software in Canada that generates, in addition to legal documents, client guides and graphic summaries. Those documents help clients understand how their wills work.
Standard wills use Hull and Hull LLP’s precedents. If you’d prefer, you can use your own clauses and provisions. Your portal and documents can also be personalized to match your brand. Unlike other form builders, documents in eState Planner get generated dynamically based on the estate plans you create.
Anna Fitzsimmons, Estate Lawyer - D’Agostino & Associates
Work with a knowledgeable, Canada-based support team that's available by live chat, phone, and Zoom.
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From onboarding to advanced features, we provide self-paced courses, 1:1 training, and ongoing education to help your team succeed.
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Built with security in mind. SOC 2 Type II compliant with independently audited controls to help safeguard your data.
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