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Create a bequest by dragging and dropping assets with a user-friendly interface, which can handle even the most complex situations.
Alternatively, generate estate plans for common scenarios with just one click, and review each section for any necessary modifications.
New feature
eState Flow helps lawyers and financial advisors transform estate plans into an interactive visual experience. Clients can see how assets flow to beneficiaries, explore different scenarios, and better understand the impact of planning decisions.
As changes are made to the plan, eState Flow updates in real time, making it easier to explain complex strategies, illustrate potential outcomes, and create more informed planning conversations.
eState Planner continuously reviews estate plans as they are created, helping identify potential issues, missing information, and planning considerations in real time.
Built-in alerts help practitioners make more informed decisions while reducing the risk of errors and omissions.
Frederick Glady, Barrister & Solicitor - Glady Law
With eState Planner, drag and drop assets for a simple user experience. And yet, the program is powerful enough to handle even the most complex scenarios.
Provide clients with a clear visual summary of their estate plan that can be reviewed, shared, and referenced after planning discussions.
With the 3-2-3 model, we simplified the will planning process into three scenarios: surviving spouse, descendants only, and no descendants. This way, each client can understand the impact of decisions made under each scenario.
