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eState Planner uses a built-in questionnaire to easily and accurately gather client information and other specific instructions.
New feature — eState Planner offers customizable built-in intake forms that easily and accurately gather clients' personal and financial information, along with their specific instructions.
The collected information automatically generates family trees, giving professionals and their clients a clear visual way to review and verify essential details.
Access your client's data securely anytime, anywhere. All data is encrypted and clients can log in to a secure portal to view their family information from any location.
Angela S. Fallow, LL.B., TEP, Trust and Estate Practitioner - Fallow Estates Law
You can add one or more contributors to collaborate on a single client. Contributors have full access to all aspects of the shared client, including their profile and will planning.
Provide your clients with a simple questionnaire allowing them to fill out their own personal and financial profile information.
Use our default intake forms to collect your client's information. You can also customize them and create your own form library to better fit your clients' profiles.
Advisory Insights is our built-in tool that provides actionable insights for each client file based on their specific personal and financial information.
