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Create better estate plans and draft quality wills

eState Planner is your estate planning tool designed to streamline client intake, create error-free estate plans, and generate wills, POAs, and other legal documents.

estate planner showing wills to their clients, using eState Planner, a leading estate planning software for lawyers

Trusted by 1,000+ estate lawyers and practitioners.

Awarded 'Best Estates, Wills, and Trusts Software' in 2024 for the third year running.

How eState Planner helps lawyers and advisors

Better and easier client data collection

With eState Planner's interactive questionnaires, securely collect clients' personal and financial information. Our software will then automatically create your clients’ family tree and capture their assets and debts.

eState Planner is also the only software that provides real-time legal alerts to help you avoid will-planning errors.

estate lawyers doing their client intake
eState Planner simplifying estate planning for lawyers and financial planners

Even the most complex estate plans can be done with ease

We made estate plans easier for lawyers to create and explain to their clients. Typical plans can be generated with just one click. For more advanced plans, you can use eState Planner to create complex trusts and gifts.

eState Planner is also the only software in Canada that generates, in addition to legal documents, client guides and graphic summaries. Those documents help clients understand how their wills work.

Generate wills, powers of attorney, and other documents the way you want

Standard wills use Hull and Hull LLP’s precedents. If you’d prefer, you can use your own clauses and provisions. Your portal and documents can also be personalized to match your brand. Unlike other form builders, documents in eState Planner get generated dynamically based on the estate plans you create.

software for lawyers to generate wills, POAs, and other legal documents
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We are able to draft wills and powers of attorney in a matter of minutes, which allows us to serve clients as efficiently as possible.

Anna Fitzsimmons, Estate Lawyer - D’Agostino & Associates

See how much time and money you could save with eState Planner
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25 hours
saved per month
$2,500
saved per month
Growing
Recommended plan
Other eState Planner benefits:
  • Visual client summaries for better understanding
  • Probate tax dynamically updated
  • Checklists and advisor insights
  • Update estate plans and scenarios in seconds

Best-in class support

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Training calls

Our support team is available to show you how the product works for you.

Get support
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Online Training

Learn how to use eState Planner at your pace with a wealth of online resources. Complete the free eState Planner course and receive your certification.

Explore training
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Webinars

Ian Hull and Jordan Atin host weekly, LSO-accredited webinars about estate planning and product best practices.

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tools of tomorrow