Features
Capture Client Data
Create Estate Plans
Generate Legal Documents
Pricing
Resources
Guides & resources
2025 Estate practice report
Client intake form template
Estate planning guide
Estate planning checklist
Blog
CPD–accredited learning
On-demand webinars
Free online courses
Live webinars and tutorials
About estate planner
Product tour
User tutorials
Customer stories
Support
Login
Start free trial
Close
Home
Features
Capture Client Data
Generate Estate Plans
Generate Legal Documents
Pricing
Resources
Guides & resources
Estate practice report
Intake form template
Estate planning guide
Estate planning checklist
Blog
CPD–Accredited learning
CPD-accredited webinars
Free online courses
About Estate planner
Product tour
User tutorials
Case studies
Support
Case Studies
Login
Recent Updates
User defined charities made available across firm
released on
August 2, 2019
