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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 EstateWorks?

EstateWorks delivers a robust solution for case management and workflow operations specifically designed for law firms specializing in Trust & Estate, as well as for banks, trust companies, and various fiduciary entities. This software improves the estate settlement, administration, and planning functions by integrating essential information about cases, contacts, roles, workflows, tasks, deadlines, and financial documents into a cohesive platform. Users can easily create reusable checklist templates, assign roles for task delegation, set dependencies between tasks, and tailor tasks to meet the needs of individual cases. Furthermore, the software includes dashboards, calendars, alerts, and reporting features that empower teams to track progress, manage deadlines, and evaluate workloads across the entire organization. EstateWorks also supports the creation of documents and forms, offers access to curated state probate forms, and facilitates integration with valuation and tax-preparation software for seamless data sharing. Designed to complement existing practice-management, billing, and fiduciary-accounting systems, it significantly boosts overall operational efficiency in handling trust and estate issues. By optimizing these workflows, EstateWorks enables users to concentrate on enhancing the value delivered to their clientele while ensuring a smoother operational experience. Ultimately, this leads to a more effective and organized approach to managing complex estate matters.

Media

Media

Integrations Supported

Integrations Supported

CCH ProSystem fx
Lacerte
Thomson Reuters ONESOURCE

API Availability

API Availability

Pricing Information

$119 per month
Free Version
Free Trial Offered?

Pricing Information

$1,200/user/year
Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

eState Planner

Date Founded

2017

Company Location

Canada

Company Website

www.e-stateplanner.com

Company Facts

Organization Name

EstateWorks Systems

Date Founded

2012

Company Location

United States

Company Website

EstateWorks.com

Categories and Features

Estate Planning

Not specified

Categories and Features

Legal Case Management

Not specified

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