Plans

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

Flexible

/ Month

This plan is best for you if you only expect to do 2 files a month or fewer.

Clients*

1 client file per month
Unused client files are carried over to the next month
$99 per additional client file

Users

1 user included. Users include assistants, clerks or lawyers.
$99 per month for each additional user

*Charges only occur when documents are generated, not when clients are added.

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

Growing

349

/ Month

Designed for the sole practitioner and small practices. This plan is best for you if you expect 3 or more clients per month.

Clients*

15 client files per month
$99 per additional client file

Users

3 users included. Users include assistants, clerks or lawyers.
$99 per month for each additional user

Premium Features

Branding:

Firm name in-app
Firm colours on summaries

Customization:

Fully customizable administrative provisions

Client Transfer:

Share and receive client files with other accounts

‍*Charges only occur when documents are generated, not when clients are added.

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

Professional

1199

/ Month

Designed for larger practices. This plan is best for you if your firm has more than 5 lawyers.

‍Clients

Unlimited client files

Users

15 users included. Users include assistants, clerks or lawyers.
$99 per month for each additional user

Premium Features

Branding:

Firm name in-app
Firm colours on summaries

Customization:

Fully customizable administrative provisions

Client Transfer:

Share and receive client files with other accounts

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

Financial Planner

149

/ Month

Designed for financial planners and estate planners

‍Clients

15 client files per month
$99 per additional client file

Users

3 users included. Users include assistants or planners.
$99 per month for each additional user

Branding

Firm name in-app
Firm colours on summaries

Client Transfer

Share and receive client files with lawyers and other accounts

Please note that this plan does not include legal document generation (wills, POAs)

‍

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

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

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.

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.

What kind of support is provided?

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

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.

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.