Planning for Testators with US Beneficiaries
30 minutes of Substantive Hours
Kevin Gluc, a cross-border expert helps us navigate through the current US estate tax landscape for Canadians with US beneficiaries.
Learn how 1,500+ estate professionals use eState Planner
Easily collect client data with digital questionnaires
With eState Planner, you can share questionnaires with your clients through a secure digital portal. All the information is captured and automatically converted to a visual family tree that's easy to understand.
Create high quality estate plans in just a few clicks
No matter how simple or complicated, eState Planner gives you the tools to quickly create visual estate plans in just a few clicks. Streamline your internal processes by picking from our rich library of estate planning templates or create your own.
Share documents with clients in seconds.
Generate easy to understand graphic and text summaries of your client's Will. Automatically general Wills and Powers of Attorney in editable formats. Ready for you to review and finalize in seconds.