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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 Prolegis Estate Plan?

Estate Plan is a cutting-edge, cloud-based application tailored for legal practitioners and law firms focused on wills and related legal documentation. This software allows firms to collect client information through customizable questionnaires and a secure portal, while also enabling them to systematically organize case details and leverage personalized templates for creating and editing crucial estate-planning documents. With its workflow features, the platform enhances team collaboration through checklists, efficient document storage, and seamless client communication via email and text messages. Additionally, staff can review and amend the generated documents, producing them individually or as part of a comprehensive package that encompasses wills, powers of attorney, and personal directives. The software further includes tools for making amendments and comparing different versions of documents, which assists legal teams in managing the intake process as well as drafting, reviewing, and reporting on client estate plans. This holistic method not only streamlines the estate planning procedure but also guarantees that all legal stipulations are fulfilled accurately, while promoting a more organized and efficient working environment for legal professionals. Ultimately, Estate Plan empowers law firms to better serve their clients by ensuring a smoother and more reliable estate planning experience.

Media

Media

No images available

Integrations Supported

Integrations Supported

Clio

API Availability

API Availability

Pricing Information

$119 per month
Free Version
Free Trial Offered?

Pricing Information

$49/transaction
$49 per transaction; no fixed-term contract is required.

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

Company Facts

Organization Name

eState Planner

Date Founded

2017

Company Location

Canada

Company Website

www.e-stateplanner.com

Company Facts

Organization Name

Prolegis Solutions

Date Founded

2018

Company Location

Canada

Company Website

www.prolegis.ca/estateplan

Categories and Features

Estate Planning

Not specified

Categories and Features

Estate Planning

Not specified

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