wills and Estate planning software

Estate planning
‍made better.

eState Planner streamlines the estate planning and Will drafting process for lawyers, and their clients.

Request a demo
eState Planner customer rating
(2022 NPS customer survey)
eState Planner
e-State Planner
HomeFeaturesPricingSupportBlogCase StudiesAcademyWebinarsFirmsChecklists

Join 400+ lawyers and firms using eState Planner

Charney logo
Hull and Hull logo
Laroux logo
Peffers logo

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.

Input
Step
1
-
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
1
-
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.

Collect key client information
Plan
Step
2
-
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
2
-
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.

Create the estate plan
Export
Step
3
-
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
3
-
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.

Export editable documents
Enterprise security

Enterprise security

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

Always accessible

Always accessible

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

Compliance

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

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

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.

Interactive will planning

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.

Interactive will planning

What our customers say

Quote

The program simplifies the will drafting process and is a huge time saver.

Christine Morano
Christine Morano
Advocai LLP
Quote

I find the program easy to use and most importantly, the support is second to none.

Patrick Murphy
Patrick Murphy
Donnelly Murphy Lawyers

in the news

Start using the tools of tomorrow

Request a demo
e-State Planner
HomeFeaturesPricingSupportBlogCase StudiesAcademyWebinarsFirmsChecklists