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Create wills, power of attorney, and other legal documents effortlessly with a few clicks.
Generated documents are produced in Word format, allowing you to edit them afterwards.
You can also customize clauses and provisions if you prefer your own precedent clauses.
Unlike other software, which uses a simple Word document for client intake, eState Planner’s questionnaire is interactive.
Instead of manually entering each asset — a process prone to omissions and critical errors — eState Planner automatically builds your clients' family tree and captures their assets and debts.
eState Planner is also the only software that provides real-time legal alerts to help you avoid will-planning errors.
eState Planner users can cancel their subscriptions at any time without penalty.
We offer four different plans and are confident that you will find one that fits your practice.
And unlike other software, we don't charge an extra fee for spousal files. Our priority is to keep our pricing fair for our colleagues.
This year, 90% of firms indicated that existing clients were their main source of will-planning clients. This stat highlights the importance of offering a client-centric experience.
eState Planner is the only software in Canada that generates, in addition to legal documents, client guides and graphic summaries. Those documents help clients understand how their wills work.
In addition, our software also helps lawyers reduce probate and tax for their clients, thanks to real-time, built-in advice.
Built by lawyers, for lawyers, eState Planner’s vision is to help our colleagues with their estate planning practice. And this is what sets us apart from other software providers.
More than 95% of our customers rate their experience with eState Planner positively. This endorsement highlights our customer-centric approach and deep understanding of lawyers' needs.
