Estate Planning Resources

Enhance your estate practice in 2024 and set it up for success with this curated list of exclusive resources. Picked by estate planning experts, these resources offer valuable insights, tools, and best practices to elevate your practice.
  • estate planning practice report

    Exclusive insights from fellow practitioners

    Learn how much practitioners in your area charge for their services, what is their typical process, their thoughts on the future of estate planning, and much more.
    Download the report
  • estate planner free trial

    Try eState Planner and create better estate plans in minutes

    Streamline client intake, create error-free estate plans, and generate legal documents like wills and powers of attorney.
    Free trial
  • CPD-accredited webinars for estate practitioners

    30+ CPD-accredited webinars available on demand

    Browse our webinar library for innovative and up-to-date resources to help you excel in your practice. And earn up to 15 hours of CPD credits.
    Access the library
  • guide to better planning meetings in estate planning

    The guide to better planning meetings

    Planning meetings often lack structure, resulting in an overwhelming experience for clients. Download this guide and simplify your next will planning meetings.
  • estate planning checklist

    Standardize and streamline your estate practice

    Save time and standardize your practice with our step-by-step estate planning checklist. This checklist is used by 1,000+ lawyers to enhance their end-to-end process.
  • free online courses for estate planners

    Online course to learn estate planning best practices

    This 1-hour, self-paced course is designed to teach practitioners a foundation of estate planning. It reviews the fundamentals as well as goes into depth on some topics.
    Sign up for free

Watch this short video to see eState Planner in action

Book a demo to learn more about eState Planner

Start using the
tools of tomorrow