How it works
e-State Planner provides you with the expertise and tools you need to help build your client’s estate plan, quickly and accurately, while delivering an amazing client experience.
Collect key client information
e-State Planner lets you easily capture this data through a simple digital questionnaire delivered to your client through a secure portal. Information about your client’s family is securely captured immediately and converted to a family tree in your portal.
Collect key client information
e-State Planner lets you easily capture this data through a simple digital questionnaire delivered to your client through a secure portal. Information about your client’s family is securely captured immediately and converted to a family tree in your portal.
Create the estate plan
e-State Planner’s interface is easy to use - drag and drop an asset to create a bequest- yet powerful enough to handle even the most complicated Wills. e-State Planner allows you to show your clients their estate plan visually, as you create it together. Advisor Alerts prompt you with helpful advice.
Create the estate plan
e-State Planner’s interface is easy to use - drag and drop an asset to create a bequest- yet powerful enough to handle even the most complicated Wills. e-State Planner allows you to show your clients their estate plan visually, as you create it together. Advisor Alerts prompt you with helpful advice.
Export editable documents
Generate easy to understand graphic and text summaries of your client’s Will. Automatically generate Wills and Powers of Attorney in editable format. Ready for you to review and finalize in seconds.
Export editable documents
Generate easy to understand graphic and text summaries of your client’s Will. Automatically generate Wills and Powers of Attorney in editable format. Ready for you to review and finalize in seconds.
