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As part of eState Planner's mission to support estate practitioners, the eState Community is the first online network of its kind.
The eState Community is exclusively for estate professionals. For this reason, the application process requires verification of your eligibility. When completing the application form on this page, we recommend using a work email address.
The eState Community offers estate professionals access to valuable professional development opportunities, including events and CPD content.
Lawyers and advisors can expand their practice through collaboration and referral exchanges.
Additionally, members can receive mentorship and ask legal questions when they need assistance with client files.
eState Planner offers customizable, built-in intake forms that easily and accurately gather clients' personal and financial information and specific instructions.
The collected information automatically generates family trees, giving professionals and their clients a clear visual way to review and verify essential details.
Securely collect your clients' personal and financial information. eState Planner generates their family tree and captures their assets and liabilities.
eState Planner is also the only software that provides real-time legal alerts to help you avoid will-planning errors.
