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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.

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

Award-winning software trusted by 1,000+ estate professionals

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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

How eState Planner helps lawyers and advisors

Better and easier client data collection

Easily collect client personal and financial information with secure online questionnaires. Once collected, eState Planner provides real-time legal alerts with actionable insights to create error-free estate plans.You can also invite clerks to collaborate on client files. Contributors can collaborate on all aspects of the shared client including their profile, will planning, notes, etc.

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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 simple for lawyers and advisors to create and explain. With the program you can:
Create estate plans in just one click with ePlansUse the 3-2-3 scenario to simplify the will planning process. The visuals ensure that clients understand the impact of each decision made under family scenarios.

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
See how much time and money you could save with eState Planner
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25 hours
saved per month
saved per month
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.

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

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