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.
With built-in legal alerts, you get notified of any discrepancies so your estate plans are error-free
You have the option to use your own precedents or access the always up-to-date Hull and Hull LLP precedents
Draft wills up to 5x faster by using our client questionnaires and ePlans to create estate plans in a few clicks
Spend less time on busy work and let the software automatically manage probate tax, provide real-time insights, and much more
You can customize wills and POAs to match your firm’s language and expertise
Invite clerks and other collaborators. Multiple people can collaborate on a single client by adding one or more contributors
Securely access your client’s data at anytime, anywhere. All data is encrypted
Draft wills up to 5x faster with our client questionnaires and use ePlans to create estate plans in a few clicks
Use secure online questionnaires to collect client’s personal and financial information
Probate tax management provides real-time insights, and reduces time-consuming tasks, which allows you to focus on the client experience
Work on as many client files as you need and generate unlimited wills, POAs, and other legal documents
Easily share with your clients and lawyers visual representations of estate plans
Anna Fitzsimmons, Estate Lawyer - D’Agostino & Associates
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.
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.
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.
Our support team is available to show you how the product works for you.Get support
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
Ian Hull and Jordan Atin host weekly, LSO-accredited webinars about estate planning and product best practices.Watch webinars