Plans

If you are unsure which plan to choose, we would be glad to help

Standard

/ Month Subscription

Free of charge during COVID-19

We are not charging any fees during COVID-19.

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Pricing under normal conditions:

Clients

$75 / single
$110 / couple

Additional Users

$10 / month

We're offering e-State Planner free of charge during Covid-19.

Enterprise

Fixed Monthly pricing

Free of charge during COVID-19

For larger firms that require a dedicated environment

Dedicated environment
Extended support
White labeling

We're offering e-State Planner free of charge during Covid-19.

Included in all plans

Document generation

Automatically generate all required financial and will planning documents. Each document is dynamically generated based on the information provided for each individual client.

Questionnaire

Provide your clients with a simple and secure online questionnaire allowing them to fill out their own personal and financial profile information. Each client is sent a secure link by email where they can create their own password.

Expert advisory

Users are provided with actionable advisory insights for each client based on their specific personal and financial profile.

Macros

Apply reusable macros that define common balance of estate distribution scenarios that will speed up the distribution process and reduce errors.

Appointments

Define guardians, estate trustees, personal and financial powers of attorney appointments for each client. Support for complex multi-tiered conditions and provisions.

Client notes

Attach free-form notes to any client for reminders or discussion with other collaborating advisors.

Explore all features

FAQ

What kind of support is provided?

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

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 here https://calendly.com/e-stateplanner/e-state-tutorial.

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.

When am I billed for each client?

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.

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.

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.