[Limited-time offer] Get a $30 gift card by booking and attending an eState Planner demo by December 19.
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Alberta Wills and Estates Toolkit

We've curated and updated our most popular resources for Alberta lawyers to support your practice, including over ten new resources for fall and winter.
  • Book a demo and get a $30 gift card

    Learn how eState Planner helps 400+ law firms with their estate practice and receive a $30 gift card of your choice.
    Book a demo
  • 50+ free on-demand webinars available

    Our monthly-updated webinar library offers valuable resources to help you excel in estate planning and are qualified to be part of your CPD plan.
    Access the library
  • The 2025-2026 Estate practice report

    Gain exclusive insights from 140+ law firms and learn how estate lawyers run their practice and how to improve yours.
    Download the report
  • Weekly live estate planning webinars

    Every week, join Ian Hull and Jordan Atin for a free live webinar. And access exclusive resources related to each webinar's topic.
    Free registration
  • eState Community, online network for estate lawyers

    Join Canada's online network for estate lawyers

    Connect with fellow lawyers and advisors, share knowledge, and grow your practice through client referrals with the eState Community.
    Apply for free
  • guide to better planning meetings in estate planning

    Learn how to structure planning meetings

    Planning meetings often lack structure. Download this guide and simplify your next will planning meetings.
    Download

Over 13,000 client files completed by law firms and advisors using eState Planner in 2025

Built to help Alberta lawyers improve their practice

Better and easier client data collection

With eState Planner's interactive and customizable 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, enduring POAs, and other documents the way you want

Built-in Alberta precedents can be customized with your clauses and provisions.

Your portal and documents can also be personalized to match your firm's brand. And unlike other software, documents in eState Planner get generated dynamically based on the estate plans you create.

We are committed to helping our colleagues

Built by lawyers, for lawyers, eState Planner’s vision is to help our colleagues with their estate planning practice. And this is what sets us apart.

More than 95% of our customers rate their experience with eState Planner positively. This endorsement highlights our customer-centric approach and deep understanding of lawyers' needs.

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