Close
Better wills: Use peer–reviewed and always up–to–date precedents
Cloud–based and secured: Securely work on your client files from anywhere
No commitment: Find the perfect plan that fits your practice. Cancel at any time
Reviewed and updated regularly by leading estate lawyers
Out–of–date precedents, created by non–experts
Accessible from anywhere and any device
On–premise, only avalible on PC
Flexible plans available. Cancel at any time.
3–year subscription term plus installation fees
Friendly and expert support is available via email, live chat, and phone/Zoom
No live support is offered
Built–in real–time legal alerts and checklists to prevent planning and drafting errors
Simple form builder with no safeguard
Create wills, power of attorney, and other legal documents effortlessly with a few clicks.
Generated documents are produced in Word format, allowing you to edit them afterwards.
You can also customize clauses and provisions if you prefer your own precedent clauses.
Unlike Will Builder, which uses a simple Word document for client intake, eState Planner’s questionnaire is interactive.
eState Planner will then automatically create your clients’ family tree and capture their assets and debts. With Will Builder, the only option is to enter each asset manually, making the process prone to omissions and critical errors.
eState Planner is also the only software that provides real-time legal alerts to help you avoid will-planning errors.
While Will Builder locks its customers into a 36-month term, eState Planner users can cancel their subscriptions at any time without penalty.
We offer four different plans and are confident that you will find one that fits your practice.
And unlike Will Builder, we don't charge an extra fee for spousal files. Our priority is to keep our pricing fair for our colleagues.
This year, 90% of firms indicated that existing clients were their main source of will-planning clients. This stat highlights the importance of offering a client-centric experience.
eState Planner is the only software in Canada that generates, in addition to legal documents, client guides and graphic summaries. Those documents help clients understand how their wills work.
In addition - and unlike Will Builder - our software also helps lawyers reduce probate and tax for their clients, thanks to real-time, built-in advice.
Built by lawyers, for lawyers, eState Planner’s vision is to help our colleagues with their estate planning practice. And this is what sets us apart from other software providers.
More than 95% of our customers rate their experience with eState Planner positively. This endorsement highlights our customer-centric approach and deep understanding of lawyers' needs.
As part of Dye & Durham, Will Builder is a legacy product. And with minimal resources invested in its improvement, the existing quality gap between Will Builder and eState Planner is only going to widen.
