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Discover the perfect plan for your practice

Start any plan with a free 14-day trial today.
If you are unsure which plan to choose, we would be glad to help.

Flexible

Best if you expect to do two or fewer files per month

$119/mo
  • 1 client file per month
  • 1 user
  • Built-in intake forms
  • Scenarios and estate planning
  • Graphic summaries
  • Document generation (wills, POAs, and more)
Select

Growing

Sole practitioners and small firms working with three or more clients per month

$399/mo
Flexible features, plus:
  • 15 client files per month
  • 3 users
  • Customizable intake forms
  • Precedent and document customization
  • Branded summaries and portal
  • Client file sharing
Select

Professional

Larger practices, or if your firm has more than five lawyers

$1399/mo
Growing features, plus:
  • 75 client files per month
  • 15 users
  • Document customization at the firm and lawyer level
Select

Financial planners

Financial planners and estate planners

$99/mo
  • 15 client files per month
  • Scenarios and estate planning
  • Graphic summaries
  • Client file sharing
  • Customizable intake forms
Select
Usage
Users
1 user, $99 for each additional user
3 users, $99 for each additional user
15 users, $99 for each additional user
3 users, $99 for each additional user
Included client files
1 client file per month, $99 for each additional client
15 client files per month, $99 for each additional client
75 client files per month, $99 for each additional client
15 client files per month, $99 for each additional client
Free witnesses
Unlimited
Unlimited
Unlimited
—
Unused client file rollover
—
—
—
Client intake
Interactive forms
Ability to customize forms
Fully customizable
Fully customizable
Fully customizable
Create and save multiple forms
Documents
Document preview
—
Wills
Standard
Fully customizable
Fully customizable
—
Multiple wills
Standard
Fully customizable
Fully customizable
—
POAs - financial and personal
Standard
Fully customizable
Fully customizable
—
Reporting letter
Standard
Fully customizable
Fully customizable
—
Graphic summary
Text summary
Retainer
—
Insurance declaration
—
Planning
Digital questionnaires
ePlan - create scenarios in one click
Real time legal alerts
Macros - gift automation
Spousal will comparison
Customization
Colour Branding
—
Custom Banner
—
Custom Admin Clauses
Include/exclude default clauses
Add custom clauses
Add custom clauses
—
Customize clauses
—
Customization at the firm level
Customization at the lawyer level and firm level 
—
Custom POAs
Include/exclude default clauses
Add custom clauses
Add custom clauses
—
Collaboration
Client file sharing
—

FAQ

Are questionnaires customizable on Flexible plans?

Users on a Flexible plan can add this feature as an add-on for $60 per month. Once added, users can create, customize, and save new questionnaires. Please note that if you remove this add-on, all previously created custom questionnaires will be disabled.

How do unused client files roll over?

Users on a Flexible plan can carry over unused client files to the next month as long as they have an active eState Planner subscription. There is no limit to how many months they can accumulate files. However, if the Flexible plan is cancelled or upgraded, they will lose their un-generated client files.

Can I cancel my account plan at any time?

Yes, you can cancel your account at any time. If you do, all of the data associated with your account will be deactivated and archived for a period of time in accordance with regulatory compliance. If you would like your data to be deleted permanently, please contact our support team.

How do I learn how to use eState Planner?

We provide personalized tutorials to help you learn how to use the application and answer any questions that you may have. You can book a tutorial https://calendly.com/e-stateplanner/e-state-tutorial

Do the prices above include tax?

The prices listed above do not include sales tax. The appropriate taxes will be applied to your monthly invoice based on your province.

When am I billed for each client?

Your plan includes a set number of monthly client files. A client file counts toward your monthly usage only when you generate a document preview or download a document linked to that file. Multiple downloads of the same file, even across different billing cycles, don't incur additional charges.

Which payment methods do you accept?

We accept secure online payment from Visa, MasterCard, and American Express. If you don't have a credit card, or if you have any questions, please contact our sales team.

What kind of support is provided?

We offer both email and telephone support to all paid accounts. Contact us at support@e-stateplanner.com