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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?

Prolegis provides a suite of legal technology solutions that enable Canadian law firms to manage residential real estate transactions, estate planning matters, and mortgage-related workflows more efficiently. The cloud-native platform centralizes matter information, document creation, task assignments, and client communications within an accessible online environment. Its Convey application supports legal teams throughout the residential conveyancing process, including file intake, purchase and sale transactions, refinancing, closing activities, and final reporting. Automated document generation allows firms to create transaction paperwork using configurable templates and previously entered matter information. Built-in checklists and workflow management tools help staff monitor deadlines, assign responsibilities, generate documents, and track outstanding requirements. Prolegis Estate Plan provides dedicated capabilities for preparing wills, enduring powers of attorney, personal directives, and related estate planning documentation. The Settlement solution facilitates private mortgage transactions by connecting lenders, borrowers, lawyers, brokers, and fund administrators through a shared information hub. For property protection, TitleProtect offers automated monitoring of Alberta land titles and notifications concerning potentially fraudulent or adverse ownership claims. The company also provides automated document registration reviews, integrations with title insurers and legal service providers, and emerging AI capabilities for extracting contract information and identifying potential documentation errors. Through its combination of specialized legal applications, secure Canadian data hosting, automated workflows, and customer support services, Prolegis helps law firms reduce administrative workloads, improve transaction accuracy, and provide more efficient legal services.

Media

Media

No images available

Integrations Supported

Integrations Supported

Clio
Prolegis DRR Submission Review
Prolegis Estate Plan
Prolegis | Convey
TitleProtect

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

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

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

Categories and Features

Estate Planning

Not specified

Categories and Features

AI Legal

Not specified

Estate Planning

Not specified

Legal

Not specified

Real Estate

Not specified

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