Recent Updates

ePlans - One-click Estate Plans

released on 
February 4, 2021

eState Planner users can now create estate plans for typical situations with the click of a button. All beneficiary designations, bequests, residue gifts and estate trustee appointments are automatically created. Once you run an ePlan, you can go into each section to review and make any changes you want. The outline is there for you to sculpt as necessary.