Join 1,000+ Canadian lawyers using eState Planner




eState Planner streamlines the estate planning and will drafting process for Canadian lawyers and their clients.
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.
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.
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.
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.
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.
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.
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.
All data is encrypted both in transit and at rest. System is actively monitored using real-time threat detection.
Securely access your client's data at anytime on any device. All that is required is a browser with internet access.
We actively monitor the current regulatory landscape to ensure we comply with all relevant compliance standards (PCI DSS, GDPR, etc.)
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.
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.
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.
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.
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.
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.
The program simplifies the will drafting process and is a huge time saver.
I find the program easy to use and most importantly, the support is second to none.