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

Flexible

119

/ 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

Flexible features

Preview documents
Compare spouses' wills
Create graphic summaries
Free non-user witnesses
Generate wills, POAs, and more

*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

399

/ 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

Flexible features plus

Customize precedents
Customize summaries and your portal with your firm's colours and name
Share and receive client files with other eState Planner accounts
Add custom POA clauses

‍

‍*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

1399

/ Month

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

‍Clients

75 client files per month
$99 per additional client file

Users

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

Growing features plus

Each user can customize their own precedent

‍

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

Financial Planner

/ 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

Financial planner features

Compare spouses' wills
Share and receive client files with other accounts
Create graphic summaries
Customize summaries and your portal with your firm's colours and name

‍

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

Included in all plans

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.

Appointments

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

Macros

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

Client notes

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

Explore all features

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