User tutorials

Led by Jordan Atin, co-founder of eState Planner, these 15-minute CPD-accredited sessions help users navigate the latest features.

June 30, 2026, at 12:30 pm ET | 9:30 am PT

Help Clients Understand Their Estate Plan with eState Flow

Join Jordan Atin for a live tutorial on our latest feature. eState Flow helps bring estate plans to life through an interactive visual experience

With eState Flow, you can:

Register for this tutorial

Details

This interactive session is designed to help eState Planner users make the most out of the software.

Sessions also include a Q&A session and qualify for 15 minutes of Professionalism CPD credits.

By signing up for this webinar, you agree to it being recorded and shared.

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