Streamline client intake and gather more accurate data

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Easily collect key client information with online questionnaires

eState Planner uses a built-in questionnaire to easily and accurately gather client information and other specific instructions.

estate lawyers doing their client intake

Your clients’ data fully secured and accessible anywhere

Access your client's data securely anytime, anywhere. All data is encrypted and clients can log in to a secure portal to view their family information from any location.

Angela Fallow, eState Planner user

I’ve chosen to use eState Planner for so many reasons. The client intake form reduces transcription errors and mitigates my risks as a drafting solicitor. It is an exceptional product.

Angela S. Fallow, LL.B., TEP, Trust and Estate Practitioner - Fallow Estates Law

Spend more time advising your clients, less time doing manual tasks

Make collaboration easier

Invite clerks and other collaborators. Multiple people can collaborate on a single client by adding one or more contributors.  Contributors can collaborate on all aspects of the shared client including their profile, will planning, notes, etc.

Secure online questionnaire

Provide your clients with a simple questionnaire allowing them to fill out their own personal and financial profile information.

Gain confidence with legal alerts

Advisory Insights is our built-in tool that provides actionable insights for each client file based on their specific personal and financial information.

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