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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 Rocket Lawyer?

At Rocket Lawyer, we strive to deliver transparent and accessible legal services to all individuals. We hold the conviction that laws should be a source of protection and empowerment; yet, many people face barriers in obtaining legal assistance due to excessive fees and complex procedures. Since our inception in 2008, we have positively impacted over 25 million clients by helping them obtain necessary legal resources affordably. Our user-friendly platform enables you to generate legal documents tailored to your specific needs through a series of guiding questions. Additionally, you can quickly connect with experienced lawyers for legal advice or request an On Call attorney to review your documents. By signing up for a Premium Membership today, you gain access to trustworthy legal solutions that align with your financial situation. Furthermore, our secure document-sharing features allow safe signing and storage of contracts online, ensuring a hassle-free legal journey. Our incorporation specialists are also on hand to explore your options, offering the thorough support you deserve while navigating legal processes. This commitment to accessibility and empowerment distinguishes us as a leader in the legal services landscape.

Media

Media

Integrations Supported

99designs
Monster
Traklight
eForms Mobile
web.com

Integrations Supported

99designs
Monster
Traklight
eForms Mobile
web.com

API Availability

Has API

API Availability

Has API

Pricing Information

$119 per month
Free Trial Offered?
Free Version

Pricing Information

$9.99 per document
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

Rocket Lawyer

Date Founded

2008

Company Location

United States

Company Website

www.rocketlawyer.com

Categories and Features

Categories and Features

Business Filing

Annual Reports
Business Licenses
Copyright
Corporate Dissolution
Corporation (C Corp)
Doing Business As (DBA)
Limited liability company (LLC)
Nonprofit
Operating Agreements
Patents
Registered Agent Services
S Corp
Sole Proprietorship
Trademark Registration

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