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What is eState Planner?

eState Planner is an innovative cloud-based application tailored for legal professionals and advisors, focusing on streamlining the processes of estate planning, client onboarding, and the creation of necessary documentation. The platform facilitates the secure gathering of clients' personal and financial details through interactive questionnaires, which enables users to easily construct estate plans by dragging and dropping assets or employing one-click scenario features. It boasts real-time legal alerts that help reduce common mistakes in will crafting while offering immediate insights through dynamic calculations related to taxes and probate. Furthermore, eState Planner produces customizable legal documents, including wills and powers of attorney, empowering users to integrate peer-reviewed templates or their own distinctive clauses and branding. The software provides visual summaries and narratives, enhancing clients' comprehension of their estate-planning outcomes, fosters collaboration by permitting multiple contributors for each client file, and ensures remote access with encrypted data storage for heightened security. This versatile tool is also created to evolve alongside the changing demands of the estate planning sector, guaranteeing that legal practitioners can consistently provide the best possible service to their clients. As a result, eState Planner not only boosts efficiency but also enhances the overall client experience in the estate planning journey.

What is Elayne?

Elayne is an all-in-one platform built to help families prepare for the future, navigate the aftermath of loss, and protect generational wealth with ease. Its intuitive wealth and legacy tools analyze your assets, documents, and accounts to create a personalized estate plan that evolves with every major life milestone. Smart AI insights highlight risks, uncover missing information, and deliver clear recommendations to optimize your financial and legal readiness. The Family Network feature lets you securely connect loved ones, share documents, and build a coordinated plan that keeps everyone informed. When a loss occurs, Elayne steps in with a compassionate, structured settlement experience that includes a dedicated human concierge and a detailed checklist tailored to your situation. The platform uncovers financial accounts, handles claims, automates distributions, and organizes every step needed to close an estate smoothly. Built-in collaboration tools help families manage responsibilities together, reducing confusion during an emotional time. Every action is protected with enterprise-grade security including SOC II compliance, HIPAA safeguards, MFA, and encrypted data storage. Elayne replaces paperwork, guesswork, and fragmented tools with a unified system that lifts the administrative burden from families. With Elayne, you can confidently plan your future and manage your loved one’s legacy with clarity, support, and peace of mind.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$119 per month
Free Version
Free Trial Offered?

Pricing Information

$24/month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

eState Planner

Date Founded

2017

Company Location

Canada

Company Website

www.e-stateplanner.com

Company Facts

Organization Name

Elayne

Date Founded

2024

Company Location

United States

Company Website

www.elayne.com

Categories and Features

Estate Planning

Not specified

Categories and Features

Estate Planning

Not specified

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