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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 Standard Legal's Professional Edition?

Standard Legal specializes in "pro se law," commonly known as "self-help law" or "do-it-yourself law." We provide vital guides, comprehensive information, and systematic instructions designed to empower individuals to create the legal documents needed for a variety of everyday legal issues. Our extensive range of subjects includes Last Will and Testament, Bankruptcy, Incorporation, Lease Agreements, Deeds, Employee Manuals, Living Wills, Living Trusts, and much more. With our resources, anyone who can follow straightforward instructions and respond to specific questions about their situation can effectively manage these common legal hurdles without the financial burden of attorney fees, potentially saving a significant amount of money. Our self-help software is readily available for instant download, and we also offer a CD option for those who prefer physical copies or want a dependable backup. Each product comes complete with all necessary legal forms and detailed instructions to produce state-specific documents relevant to that legal topic, ensuring users feel confident in managing their own legal needs. This strategy not only enhances accessibility but also cultivates a deeper understanding of legal procedures among individuals, empowering them to take control of their legal situations. By equipping users with the tools and knowledge they need, we aim to demystify the legal process and make it more approachable for everyone.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$119 per month
Free Trial Offered?
Free Version

Pricing Information

$149 one-time payment
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

The Standard Legal Network

Company Location

United States

Company Website

www.standardlegal.com

Categories and Features

Categories and Features

Bankruptcy

Bankruptcy Case Management
Calculators
Calendar Management
Client Management
Critical Date Alerts
Document Management
Electronic Filing
Exemption Management
Forms Automation
Legal Forms Library
Task Management
Time Tracking

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