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.