eState Planner

star star star star star 0.0 (0 reviews) | Legal Software · Legal Document Management Software

Streamline estate and will planning with eState Planner's online intake forms and automated alerts, boosting efficiency for law firms and advisors.

Get Pricing play_circleWatch Demo

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

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

cancel Dashboard

cancel Invoicing

cancel Redaction

cancel Reporting

cancel Automation

cancel Dashboards

cancel eDiscovery

cancel e‑Signature

cancel Mobile App

cancel Mobile CRM

cancel Purchasing

cancel e-Signature

cancel Integration

cancel Audit Trails

cancel File Sharing

cancel Sales Orders

cancel Telemedicine

check_circle Client Portal

cancel Clio Software

cancel Collaboration

cancel Mobile Access

cancel Time Tracking

cancel Learner Portal

cancel Sales Tracking

cancel Tax Management

cancel Case Management

cancel Lead Management

cancel Online Payments

cancel Rent Collection

cancel Task Management

cancel Asset Management

cancel Customer Support

cancel Expense Tracking

cancel Lease Management

cancel Legal Accounting

cancel Maintenance Logs

cancel Order Fulfilment

cancel Order Management

cancel Sales Automation

cancel Trust Accounting

cancel Activity Tracking

cancel Billing Invoicing

cancel Budget Management

cancel Claims Management

cancel Client Management

cancel Context Awareness

cancel Data Import/Export

cancel Document Analyzer

cancel Email Integration

cancel Project Templates

cancel Safety Management

cancel Sales Forecasting

cancel Tenant Management

cancel Vendor Management

cancel Activity Dashboard

cancel Applicant Tracking

cancel Contact Management

cancel Content Scheduling

cancel Content Versioning

cancel Data Visualization

cancel Demand Forecasting

cancel Invoice Management

cancel Meeting Scheduling

cancel Payroll Processing

cancel Project Management

cancel Project Scheduling

cancel Returns Management

cancel Visual Recognition

cancel AI-Powered Insights

cancel Alerts/Notifications

cancel Attendance Tracking

cancel Bank Reconciliation

cancel Collaboration Tools

cancel Compliance & Security

cancel Compliance Tracking

cancel Document automation

check_circle Document Management

cancel Employee Management

cancel Employee Onboarding

cancel Facility Management

cancel Financial Reporting

cancel Incident Management

cancel Property Accounting

cancel Reporting & Analytics

cancel Resource Allocation

cancel Template Management

cancel Training Management

cancel Workflow Automation

cancel Workflow Management

cancel Client Communication

cancel Financial Management

cancel Inventory Management

cancel Maintenance Requests

cancel Merchandise Transfer

cancel Patient Demographics

cancel Performance Tracking

cancel Smart Data Discovery

cancel Warehouse Management

cancel Asynchronous Learning

cancel Billing And Invoicing

cancel Bot Design & Deployment

cancel Business Intelligence

cancel Client Management (CRM)

cancel Customer Segmentation

cancel E‑commerce Integration

cancel Inspection Management

cancel Litigation Management

cancel Role-Based Permission

cancel Work Order Management

cancel Customizable Templates

cancel Customizable Workflows

cancel E-commerce Integration

cancel Facilities Maintenance

cancel Legal Billing Software

cancel Legal Spend Management

cancel Multi-Currency Support

cancel Multi-Language Support

cancel Opportunity Management

cancel Performance Management

cancel Procurement Management

cancel Reporting And Analytic

cancel Supply Chain Analytics

cancel User Activity Tracking

cancel Analytics and Reporting

cancel Benefits Administration

cancel Certification & Licensing

cancel Compensation Management

cancel Compliance and Security

cancel Customer Service/Support

cancel Customizable Dashboards

cancel Mobile Access (Web-based)

cancel Predictive Capabilities

cancel Reporting And Analytics

cancel Self-Service Dashboards

cancel Supply Chain Management

cancel Alerts And Notifications

cancel Business Intelligence (BI)

cancel Case Management Software

cancel Deal Pipeline Management

cancel E-signature Capabilities

cancel Logistics & Transportation

cancel Manufacturing Management

cancel Media Library Management

cancel Multi-Channel Publishing

cancel Social Media Integration

cancel Training and Development

cancel Bot Design And Deployment

cancel Budgeting and Forecasting

cancel Customizable Forms/Reports

cancel Legal Workflow Automation

cancel Natural Language Dialogue

cancel Sales Pipeline Management

cancel Trust Accounting Software

cancel Access Controls/Permissions

cancel Human Resources Management

cancel Legal Research Integration

cancel Account and Case Management

cancel Compliance & Security Feature

cancel Customer Contact Management

check_circle Document Automation/Assembly

cancel Attendance and Time Tracking

cancel Compliance Security Features

cancel Court Calendaring Scheduling

cancel Document Automation / Assembly

cancel Employee Self-Service Portal

cancel Task and Activity Management

cancel Text To Speech & Speech To Text

cancel AI-Facilitated Legal Solutions

cancel Compliance and Risk Management

cancel Customizable Forms And Reports

cancel Human Resources Management (HRM)

cancel Sales and Marketing Automation

cancel Compliance And Security Feature

cancel Customer Communication Tracking

cancel Employee Information Management

cancel Appointment Management/Scheduling

check_circle Compliance And security Features

cancel Court Calendaring And Scheduling

cancel Customer Relationship Management

cancel Delivery Planning And Scheduling

cancel Integration with Marketing Tools

cancel Supplier Relationship Management

cancel Integration with Third-Party Apps

cancel Text to Speech And Speech To Text

cancel Client Relationship Management (CRM)

cancel Integration with Third-party Tools

cancel Legal Document Management Software

cancel Recruitment and Applicant Tracking

cancel Reporting and Analytics Dashboards

cancel Legal Knowledge Management Software

cancel Customer Relationship Management (CRM)

cancel Entity Extraction With Text Analytics

cancel Legal Calendaring And Docketing Software

cancel Content Creation and Editing Tools (WYSIWYG)

cancel Anomaly Detection and Predictive Maintenance

cancel Client Portal (eDiscovery portal for defense attorneys)

Pros & Cons

Pros

checkReal time legal alerts catch issues

checkVisual summaries aid client discussions

checkEditable Word outputs with precedents

Cons

closeDrafting unavailable on Financial Planners tier

closeCustom intake builder not on Flexible

User Reviews

0.0

star star star star star

0 reviews

Positive

Neutral

Negative

rate_review

No reviews yet

Be the first to share your experience with eState Planner.

Frequently Asked Questions

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.

Still deciding on eState Planner?

Talk to a specialist — they'll compare it against your shortlist for free.

chat_bubbleTalk to an expert

eState Planner

How would you rate the overall quality?

Overall Rating

☆ ☆ ☆ ☆ ☆

Ease of Use

Value for Money

Customer Support

Functionality