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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 Lawgic?

Lawgic is an innovative document-generation tool tailored for attorneys specializing in trusts & estates and family law, guiding users through an engaging question-and-answer format that culminates in the automatic production of comprehensive, state-specific legal documents, such as wills, trusts, premarital agreements, and marital settlement agreements. This groundbreaking platform utilizes patented “Intelligent Legal Technology” to personalize document provisions based on attorney responses, provide clear summaries of wills and trusts, and dramatically reduce drafting time, often saving attorneys anywhere from three to ten hours for each legal plan. Additionally, it supports various U.S. states with its specialized modules and offers integrated training alongside ongoing assistance, ensuring that lawyers can navigate the system with ease. Lawgic takes pride in combining expertly crafted content with efficient automation, enabling attorneys to focus on providing strategic advice instead of becoming overwhelmed by mundane document preparation. By simplifying the document creation workflow, Lawgic not only boosts the productivity of legal professionals but also enhances the overall quality of service delivered to clients. This results in a more efficient legal practice that can adapt to the changing needs of their clientele.

Media

Media

Integrations Supported

Integrations Supported

Clio

API Availability

API Availability

Pricing Information

$119 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

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
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

Lawgic

Date Founded

2000

Company Location

United States

Company Website

lawgic.com

Categories and Features

Estate Planning

Not specified

Categories and Features

Estate Planning

Not specified

Family Law

Not specified

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