About Mann Lawyers

Mann Lawyers has provided legal advice across a wide range of practice areas for more than 25 years. The firm emphasizes compassionate service and lasting client relationships, with attention to each client’s personal circumstances.

Its commitment to an inclusive culture extends to its team and the communities it serves. The firm seeks positive resolutions that account for how legal challenges affect clients’ lives.

A personal approach to estate planning

For Sarah Macaluso, one of the most rewarding parts of practising wills and estates is getting to know her clients. Each conversation offers a window into what matters to them and what they hope to provide for the people they care about.

Turning those wishes into an estate plan takes careful discussion. Clients may know what they want to accomplish but need help understanding how their choices will work in practice. At Mann Lawyers, eState Planner helps Sarah bridge that gap while keeping the client’s objectives at the centre of the conversation.

From the start, our goal was to go paper-minimal. Storing everything securely in the cloud means my team can work from anywhere, so we can stay accurate and compliant from anywhere.

- Richard Vining, founder, Marigold Law Group

A stronger foundation for the planning process

That support begins before the meeting. Sarah describes eState Planner’s client questionnaire as comprehensive, helping the firm gather important information early.
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In practice, Mann Lawyers has found that eState Planner supports several connected parts of its work:

• Earlier discovery: The questionnaire gathers important client information before the meeting begins.

• More purposeful conversations: Lawyers can spend more time exploring clients’ objectives and the decisions that will shape their plans.

• Clearer client understanding: Complex information and legal clauses are presented in a format clients can more readily digest.

• Greater drafting confidence: Client information and instructions carry into drafting, supporting accuracy and efficiency.

The platform provides a consistent framework, while Sarah and her colleagues bring the professional judgment each matter requires. It helps them connect what clients share in conversation with the documents that ultimately reflect their wishes.

Greater peace of mind in practice

For Sarah, the lasting impact is confidence. eState Planner helps Mann Lawyers capture client instructions accurately and prepare documents more efficiently.As she explains, “Ultimately, it gives us as estate lawyers more peace of mind.”

eState Planner was a game-changer for us. We no longer spend hours drafting documents from scratch, and we’re still confident that everything is legally sound.

- Richard Vining, founder, Marigold Law Group

eStatePlanner isn’t just a tool for us; it’s a partner in building our client-centred approach. We’re excited about what it will continue to do for us.

- Richard Vining, founder, Marigold Law Group

‍Ready to elevate your practice? Book a demo to see how eState Planner can improve your estate planning practice.