eState Planner

What Is eState Planner?

eState Planner is estate planning and will drafting software for Canada-based solo practitioners, law firms, and financial planners. It features interactive questionnaires that collect clients’ personal and financial information, then help build family trees and record assets and debts.

Practitioners can use that information to create estate plans, while real-time legal alerts flag potential discrepancies for review. The platform generates wills, powers of attorney, client guides, and graphic summaries that help explain plans to clients. It supports complex trusts and gifts, and lets firms customize clauses, documents, and their client portal.

What Is eState Planner Best For?

Among different eState Planner features, it stands out for its 'eState Flow' that makes estate plans easier to explain to clients. Lawyers and financial advisors can show where assets will go, walk through different scenarios, and discuss what a change to the plan would mean. It updates visuals as changes are incorporated. This makes it especially useful for practices handling complex estates or clients who want to understand their options before deciding.

How Much Does eState Planner Cost?

eState Planning price starts at $99/month for Financial Planners plan. It supports 15 client files each month and comes with features like client file sharing, graphic summaries, and customizable intake forms. Further pricing tiers of the software are as follows:

• Flexible: $199/month
• Growing: $399/month
• Professional: $1399/month

All plans come with a 14-day free trial.

Apart from the base subscription cost, restaurants should also budget for the following additional expenses:

• Extra Client Files: $99/additional file beyond the plan's monthly allotment, across all tiers
• Extra User Seats: $99/additional user, on top of the seat count included in each plan
• Custom Questionnaire Add-On (Flexible Plan Only): $60/month to unlock questionnaire customization, which is included by default on higher tiers

Disclaimer: The pricing is subject to change.

eState Planner Integrations

The vendor hasn’t provided details about third-party integrations.

How Does eState Planner Work?

Here's how you can access the platform and start using its features:

• Create a client file to begin capturing a client's personal, family, and financial details
• Collect client data by sending secure online questionnaires for clients to fill out directly
• Build client's family tree and asset per debt profile automatically from the intake info submitted
• Review legal alerts that flag discrepancies or planning errors as the estate plan is built
• Configure the estate plan by creating scenarios, trusts, or gifts using the ePlan tools
• Generate legal documents such as wills, powers of attorney, and reporting letters based on the finalized plan
• Share graphic and text summaries with clients and collaborating lawyers to explain how the plan works
• Manage collaboration by inviting clerks or other team members to contribute to a client file

Who Is eState Planner For?

eState Planner software serves users in various industries and sectors and is mainly suitable for:

• Financial planners
• Solo practitioners
• Law firms
• Estate lawyers
• Advisors

eState Planner Use Cases

Based on eState Planner’s tools and customer stories, these are the situations where it appears to be a good fit for Canadian estate lawyers and advisors:

Solo Estate Lawyers Preparing For Client Meetings

Solo practitioners often need to gather family and financial details before they can give useful advice. Clients can complete eState Planner’s questionnaire ahead of a meeting, giving the lawyer a clearer picture of their assets, debts, and beneficiaries. That leaves more time in the appointment to discuss the client’s wishes and resolve gaps in the information.

Law Firms Sharing Will Drafting Work

For firms where clerks and lawyers contribute to the same estate matter, eState Planner keeps client information and planning work accessible to the team. Firms can also use their preferred clauses when preparing wills and powers of attorney. This fits practices with a steady drafting workload that still need to tailor documents to each client.

Estate Lawyers Discussing Complex Plans With Clients

A client deciding between different gifts or trust arrangements may struggle to follow a written description of each option. Lawyers can use eState Flow to show how assets would pass to beneficiaries, then adjust the plan during the conversation. It gives both sides something concrete to review before the client settles on their instructions.

Lawyers Checking Plans Before Drafting

eState Planner can flag potential issues and missing information as lawyers prepare an estate plan. This gives them an opportunity to clarify family details or planning instructions with the client before generating documents. The review is particularly useful on files involving several assets, beneficiaries, or specific gifts.

Is eState Planner Right For You?

eState Planner is a good fit for Canadian estate lawyers who want to manage client intake, planning, and document drafting in one workflow. The software is intended for solo practitioners and law firms, while financial advisors can use its planning tools in client conversations.

For firms assessing security, eState Planner says client data is encrypted and that its controls are independently audited for SOC 2 Type II compliance. Its notable customers include Marigold Law Group, Peffers Law, Riopelle Group, and wealth management firm One Sports. The company has won Canadian Lawyer magazine’s Readers’ Choice award for wills and estates software from 2022 through 2025.

A recent product update is eState Flow, which eState Planner featured in a June 2026 user tutorial. It lets practitioners show clients how assets would pass to beneficiaries and how the outcome changes under different scenarios.

Still doubtful if eState Planner is the right fit for you? Connect with us at (661) 384-7070 for further guidance.