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eState Planner is the leading estate planning tool that helps lawyers streamline client intake, eliminate planning errors, and draft better wills.
British Columbia lawyers now have access to exclusive features, including BC-specific precedents.
With eState Planner's interactive and customizable 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.
Built specifically for British Columbia lawyers, built-in precedents can be customized with your clauses and provisions.
Your portal and documents can also be personalized to match your firm's brand. And unlike other software, documents in eState Planner get generated dynamically based on the estate plans you create.
Built by lawyers, for lawyers, eState Planner’s vision is to help our colleagues with their estate planning practice. And this is what sets us apart.
More than 95% of our customers rate their experience with eState Planner positively. This endorsement highlights our customer-centric approach and deep understanding of lawyers' needs.
Anna Fitzsimmons, Estate Lawyer - D’Agostino & Associates
Learn how to use eState Planner at your pace with a wealth of online resources. Complete the free eState Planner course and receive your certification.
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Ian Hull and Jordan Atin host weekly, LSO-accredited webinars about estate planning and product best practices.
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