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Create a bequest by dragging and dropping assets with a user-friendly interface, which can handle even the most complex situations.
Alternatively, generate estate plans for common scenarios with just one click, and review each section for any necessary modifications.
Receive real-time legal alerts that automatically trigger based on the client's personal and financial information, allowing you to detect errors in the plan and assist clients in minimizing tax implications.
Frederick Glady, Barrister & Solicitor - Glady Law
With eState Planner, drag and drop assets for a simple user experience. And yet, the program is powerful enough to handle even the most complex scenarios.
Show your clients a visual representation of their estate plan, as you create it together, for an improved client experience.
With the 3-2-3 model, we simplified the will planning process into three scenarios: surviving spouse, descendants only, and no descendants. This way, each client can understand the impact of decisions made under each scenario.
