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Collecting client information is crucial for estate lawyers, yet it remains one of their biggest challenges.
We partnered with leading estate practitioners to develop this free template, which will help estate lawyers and advisors gather more accurate client information.
Once you submit this form, you'll have access to the template. You can fully customize it with your own questions and the firm's branding.
eState Planner offers customizable, built-in intake forms that easily and accurately gather clients' personal and financial information and specific instructions.
The collected information automatically generates family trees, giving professionals and their clients a clear visual way to review and verify essential details.
Securely collect your clients' personal and financial information. eState Planner generates their family tree and captures their assets and liabilities.
eState Planner is also the only software that provides real-time legal alerts to help you avoid will-planning errors.
