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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 Shipyard AI?

Shipyard AI is a web-based application tailored for multiple users, each governed by specific roles and permissions, that utilizes an optimization-driven automated capacity planner to create and distribute laydown maps alongside schedules that outline the placement of items over time. This cutting-edge tool provides shipyards with remarkable flexibility and advanced planning capabilities, enabling management and key stakeholders to visualize a range of production scenarios, evaluate potential outcomes, and enhance their decision-making processes. The shipbuilding sector is known for its protracted and complex nature, which poses several challenges for shipyards, including varied hull designs and the simultaneous construction of multiple vessels. Additionally, constraints in space, further complicated by changes to schedules and fabrication plans, heighten operational difficulties. These factors call for labor-intensive planning efforts and a strong focus on minimizing operational costs. By leveraging Shipyard AI, shipyards can more effectively address these challenges, ensuring they maintain a competitive edge in a challenging market. With the power of this innovative tool, shipyards can not only improve their operational efficiency but also anticipate and adapt to future demands in the industry.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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
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

ProModel

Date Founded

1988

Company Location

United States

Company Website

www.promodel.com

Categories and Features

Estate Planning

Not specified

Categories and Features

ERP

Not specified

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