Estate Planning Software for Lawyers & Attorneys

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.

Step

Input

Collect key client information

eState 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.

Step

Input

Collect key client information

Step

Plan

Create the estate plan

eState 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. eState Planner allows you to show your clients their estate plan visually, as you create it together. Advisor Alerts prompt you with helpful advice.

Step

Plan

Create the estate plan

Step

Export

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.

Step

Export

Export editable documents

Enterprise security

All data is encrypted both in transit and at rest. System is actively monitored using real-time threat detection.

Always accessible

Securely access your client's data at anytime on any device. All that is required is a browser with internet access.

Compliance

We actively monitor the current regulatory landscape to ensure we comply with all relevant compliance standards (PCI DSS, GDPR, etc.)

Families of all shapes and sizes

Model complex family hierarchies with the use of a simple yet powerful tree visualization. Provide all relevant profile and relationship information including marriage agreements and special circumstances.

Families of all shapes and sizes

Financial profile

Define all assets and debts associated with the client to build up a clear picture of their financial profile to be used later in the will planning process. Each asset and debt have their own type-specific forms to ensure all relevant information is captured.

Financial profile

Interactive will planning

Advisors are provided with an intuitive will planning interface that allow them to collaborate with clients in a visual and digestible manner. Gifts are created by dragging and dropping existing assets into distinct areas.