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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 FreeWill?

In less than 20 minutes, you can effectively create or update your legal will at no cost. Furthermore, it's wise to consider incorporating an advance healthcare directive or living will to specify your medical preferences and appoint someone to make decisions on your behalf if you become unable to do so. To manage your financial responsibilities, choose someone who can oversee your financial matters if you are incapacitated. It's crucial to document and allocate any assets that might not be addressed in your will, including 401(k)s, IRAs, and life insurance policies. Setting up a revocable living trust can fulfill many of the functions of a traditional will and assist in avoiding the protracted probate process in California. While the idea of drafting your own will may appear daunting, we have partnered with top legal experts to create an interactive online will maker. By simply inputting your details, you can generate a last will and testament that reflects your unique wishes, simplifying the entire process and making it more user-friendly. In this manner, you can guarantee that your intentions are clearly articulated and legally enforceable, providing peace of mind for you and your loved ones. Ultimately, taking these steps ensures that your affairs are in order and your loved ones are cared for according to your wishes.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$119 per month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

eState Planner

Date Founded

2017

Company Location

Canada

Company Website

www.e-stateplanner.com

Company Facts

Organization Name

FreeWill

Company Location

United States

Company Website

www.freewill.com

Categories and Features

Categories and Features

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