Start any plan with a free 30-day trial today. No credit card is required. If you are unsure which plan to choose, we would be glad to help
Best if you expect to do two or fewer files per month
Sole practitioners, working with three or more clients per month
Larger practices, or if your firm has more than five lawyers
Financial planners and estate planners
We offer both email and telephone support to all paid accounts. Contact us at email@example.com
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.
Your account will only be billed when you are ready to generate documents for a client. You are only charged for the clients you retain.
The prices listed above do not include sales tax. The appropriate taxes will be applied to your monthly invoice based on your province.
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
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.
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.