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Overview
eState Planner is estate and will planning software designed for law firms and advisors, offering online intake forms, visual summaries, and automated legal alerts. However, the Financial Planners tier excludes document drafting, while its scenario tools and dynamic Word outputs still deliver efficiency and reduce drafting errors.
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Starting Price
Custom
eState Planner Specifications
- Document Management
- Document Automation/Assembly
- Client Portal
- Compliance And Security Features
What Is eState Planner?
eState Planner is cloud-based estate planning software for law firms and financial advisors. It captures client data through customizable questionnaires, generating family trees and structured records that reduce retyping. Real time legal alerts surface issues as scenarios change, while dynamic Word outputs and text or graphic summaries help teams finalize documents with fewer revisions. Scenario tools also let practitioners model distributions during client meetings.
eState Planner Pricing
The vendor offers four eState Planner price plans, with a 14-day free trial:
- Flexible: $119/month
- Growing: $399/month
- Professional: $1399/month
- Financial Planners: $99/month
Disclaimer: The pricing is subject to change.
eState Planner Integrations
The vendor has not provided details about third-party integrations for this software.
Who Is eState Planner For?
eState Planner is ideal for a wide range of industries and sectors, including:
- Legal services
- Law firms
- Probate services
- Financial advisory
- Wealth management
Book a free eState Planner demo to see how it suits your business needs.
Is eState Planner Right For You?
Firms needing visual summaries, customizable precedents, and real time legal alerts may find this platform well suited to wills and estates work. Scenario tools support client conversations, while dynamic Word outputs keep house style intact. If your team spans lawyers and advisors, the dedicated Financial Planners plan can centralize intake and plan reviews. It works best where clear client ready explanations and reliable document generation are priorities.
Still doubtful if eState Planner is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
eState Planner Features
Customizable Intake Forms And Client Portal
Clients complete secure questionnaires online, letting firms collect personal and financial details without duplicate entry. Teams can customize and save forms, generate family trees automatically, and share files through a branded portal on higher tiers. Cleaner intake improves accuracy at the start of matters and reduces follow up email.
Real-Time Legal Alerts And Checks
Automated legal alerts run against the facts in a file and flag issues as instructions change. Practitioners see potential conflicts or omissions early, so corrections happen before drafting. This continuous checking supports compliance while preserving speed, which is especially helpful when complex family structures or multiple assets are involved.
Visual Scenarios And Drag And Drop Planning
Scenario tools let users model bequests and compare outcomes without rebuilding a file. One click ePlan options produce standard distributions for review, while drag and drop editing keeps the discussion interactive during meetings. The result is faster, clearer client explanations backed by consistent, documented planning choices.
Dynamic Document Generation And Precedents
Document generation outputs wills and powers of attorney to editable Word files using firm or lawyer level precedents. Teams can insert custom clauses, preview documents, and keep house style intact across matters. This reduces repetitive drafting work and shortens the path from confirmed instructions to final documents.
Graphic And Text Summaries
Graphic and text summaries present who receives what and why in a client friendly format. Lawyers and advisors can verify distributions at a glance and maintain a clear audit trail of choices. Among eState Planner features, these summaries help reduce confusion and cut down on post meeting revisions.
Pros And Cons of eState Planner
Pros
Real time legal alerts catch issues
Visual summaries aid client discussions
Editable Word outputs with precedents
Cons
Drafting unavailable on Financial Planners tier
Custom intake builder not on Flexible
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Frequently Asked Questions
Who are the typical users of eState Planner?
Users are from legal services, law firms, probate services, financial advisory, and wealth management.
Does eState Planner offer an API?
No, an API availability is not specified by the vendor.
What language does eState Planner support?
eState Planner software is available in English.
Does eState Planner have a mobile app?
No, it doesn’t have a dedicated mobile app.
What other apps does eState Planner integrate with?
The vendor does not disclose named third-party integrations for eState Planner on the official site.
What types of pricing plans does eState Planner offer?
Flexible $119/month, Growing $399/month, Professional $1399/month, Financial Planners $99/month. For a custom eState Planner cost, contact us.
What level of support does eState Planner offer?
Support is available via email and telephone, with tutorials, online courses, and webinars for training.