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eState Planner

eState Planner is a software solution tailored for estate and will planning, specifically crafted for legal practitioners and advisors. It features online intak...

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eState Planner is a software solution tailored for estate and will planning, specifically crafted for legal practitioners and advisors. It features online intak...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

eState Planner is a software solution tailored for estate and will planning, specifically crafted for legal practitioners and advisors. It features online intake forms, visual summaries, and automated legal notifications. It's important to note that the Financial Planners tier does not include document drafting. Nevertheless, its scenario tools and dynamic Word outputs enhance efficiency and help minimize drafting mistakes.

Product Details

What Is eState Planner?

eState Planner is a cloud-driven solution designed for estate planning, catering specifically to law firms and financial advisors. It efficiently gathers client information through tailored questionnaires, creating family trees and organized records that minimize the need for retyping. Real-time legal notifications highlight potential issues as situations evolve, while flexible Word outputs along with text or graphic summaries aid teams in completing documents with fewer edits. Additionally, scenario modeling tools enable professionals to simulate distributions during client discussions.

eState Planner Pricing

The provider presents four pricing options for eState Planner, including a 14-day complimentary trial:

  • Flexible: $119/month

  • Growing: $399/month

  • Professional: $1399/month

  • Financial Planners: $99/month

Contact us for a customized eState Planner pricing estimate tailored to your business!

Note: Pricing may vary.

eState Planner Integrations

The vendor has not disclosed any information regarding third-party integrations for this software.

Who Is eState Planner For?

eState Planner is well-suited for various industries and sectors, such as:

  • Legal services

  • Law firms

  • Probate services

  • Financial advisory

  • Wealth management

Schedule a complimentary demo of eState Planner to explore how it can meet your business requirements.

Is eState Planner Right For You?

If your firm requires visual summaries, customizable templates, and real-time legal notifications, this platform could be an excellent match for your wills and estates practice. The scenario tools facilitate client discussions, while dynamic Word outputs maintain your branding consistency. For teams consisting of both lawyers and advisors, the specific Financial Planners plan can streamline intake processes and plan assessments. It is especially effective where clear explanations for clients and dependable document creation are essential.

If you're still uncertain whether eState Planner meets your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

Legal Software Features

✘ dashboard
✘ invoicing
✘ redaction
✘ reporting
✘ automation
✘ dashboards
✘ ediscovery
✘ esignature
✘ mobile app
✘ mobile crm
✘ purchasing
✘ e signature
✘ integration
✘ audit trails
✘ file sharing
✘ sales orders
✘ telemedicine
✔ client portal
✘ clio software
✘ collaboration
✘ mobile access
✘ time tracking
✘ learner portal
✘ sales tracking
✘ tax management
✘ case management
✘ lead management
✘ online payments
✘ rent collection
✘ task management
✘ asset management
✘ customer support
✘ expense tracking
✘ lease management
✘ legal accounting
✘ maintenance logs
✘ order fulfilment
✘ order management
✘ sales automation
✘ trust accounting
✘ activity tracking
✘ billing invoicing
✘ budget management
✘ claims management
✘ client management
✘ context awareness
✘ data importexport
✘ document analyzer
✘ email integration
✘ project templates
✘ safety management
✘ sales forecasting
✘ tenant management
✘ vendor management
✘ activity dashboard
✘ applicant tracking
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualization
✘ demand forecasting
✘ invoice management
✘ meeting scheduling
✘ payroll processing
✘ project management
✘ project scheduling
✘ returns management
✘ visual recognition
✘ ai powered insights
✘ alertsnotifications
✘ attendance tracking
✘ bank reconciliation
✘ collaboration tools
✘ compliance security
✘ compliance tracking
✘ document automation
✔ document management
✘ employee management
✘ employee onboarding
✘ facility management
✘ financial reporting
✘ incident management
✘ property accounting
✘ reporting analytics
✘ resource allocation
✘ template management
✘ training management
✘ workflow automation
✘ workflow management
✘ client communication
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ patient demographics
✘ performance tracking
✘ smart data discovery
✘ warehouse management
✘ asynchronous learning
✘ billing and invoicing
✘ bot design deployment
✘ business intelligence
✘ client management crm
✘ customer segmentation
✘ ecommerce integration
✘ inspection management
✘ litigation management
✘ role based permission
✘ work order management
✘ customizable templates
✘ customizable workflows
✘ e commerce integration
✘ facilities maintenance
✘ legal billing software
✘ legal spend management
✘ multi currency support
✘ multi language support
✘ opportunity management
✘ performance management
✘ procurement management
✘ reporting and analytic
✘ supply chain analytics
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ certification licensing
✘ compensation management
✘ compliance and security
✘ customer servicesupport
✘ customizable dashboards
✘ mobile access web based
✘ predictive capabilities
✘ reporting and analytics
✘ self service dashboards
✘ supply chain management
✘ alerts and notifications
✘ business intelligence bi
✘ case management software
✘ deal pipeline management
✘ e signature capabilities
✘ logistics transportation
✘ manufacturing management
✘ media library management
✘ multi channel publishing
✘ social media integration
✘ training and development
✘ bot design and deployment
✘ budgeting and forecasting
✘ customizable formsreports
✘ legal workflow automation
✘ natural language dialogue
✘ sales pipeline management
✘ trust accounting software
✘ access controlspermissions
✘ human resources management
✘ legal research integration
✘ account and case management
✘ compliance security feature
✘ customer contact management
✔ document automationassembly
✘ attendance and time tracking
✘ compliance security features
✘ court calendaring scheduling
✘ document automation assembly
✘ employee self service portal
✘ task and activity management
✘ text to speech speech to text
✘ ai facilitated legal solutions
✘ compliance and risk management
✘ customizable forms and reports
✘ human resources management hrm
✘ sales and marketing automation
✘ compliance and security feature
✘ customer communication tracking
✘ employee information management
✘ appointment managementscheduling
✔ compliance and security features
✘ court calendaring and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ supplier relationship management
✘ integration with third party apps
✘ text to speech and speech to text
✘ client relationship management crm
✘ integration with third party tools
✘ legal document management software
✘ recruitment and applicant tracking
✘ reporting and analytics dashboards
✘ legal knowledge management software
✘ customer relationship management crm
✘ entity extraction with text analytics
✘ legal calendaring and docketing software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ client portal ediscovery portal for defense attorneys

Pros

  • ✔ Real time legal alerts catch issues
  • ✔ Visual summaries aid client discussions
  • ✔ Editable Word outputs with precedents

Cons

  • ✘ Drafting unavailable on Financial Planners tier
  • ✘ Custom intake builder not on Flexible

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Users are from legal services, law firms, probate services, financial advisory, and wealth management.

No, an API availability is not specified by the vendor.

eState Planner software is available in English.

No, it doesn’t have a dedicated mobile app.

The vendor does not disclose named third-party integrations for eState Planner on the official site.

Flexible $119/month, Growing $399/month, Professional $1399/month, Financial Planners $99/month. For a custom eState Planner cost, contact us.

Support is available via email and telephone, with tutorials, online courses, and webinars for training.