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Flexible

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.
Growing

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.
Professional

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
Financial Planner

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