eState Planner

eState Planner is an estate planning tool designed by eState Planner to streamline client intake, create error-free estate plans, and generate wills, powers of attorney, and other legal documents. According to the vendor, this comprehensive solution is intended for solo practitioners, law firms, and financial planners in the estate law, financial planning, and legal industries.

Key Features

Efficient Client Intake: According to the vendor, eState Planner allows users to streamline client intake and gather accurate data through secure online questionnaires. Users can also collaborate with clerks and other contributors on client files.

Real-time Legal Alerts: The vendor claims that users can receive real-time legal alerts based on client information to detect errors in estate plans and minimize tax implications.

User-friendly Interface: The eState Planner interface is designed to generate estate plans for even the most complex scenarios, as per the vendor. The software incorporates the 3-2-3 model to simplify will planning and ensure clients understand the impact of their decisions.

Customizable Document Generation: eState Planner offers customizable options for generating wills, powers of attorney, and other legal documents. Users can access up-to-date Hull and Hull LLP precedents or use their own clauses and provisions, according to the vendor.

Time-saving Features: According to the vendor, eState Planner allows users to easily collect key client information with online questionnaires and securely access client data from anywhere, anytime. This can help users spend more time advising clients and less time on manual tasks.

Effortless Collaboration: The vendor states that eState Planner enables users to invite collaborators to streamline collaboration on client files, enhancing efficiency and accuracy.

Visual Representations: Users can show clients visual representations of their estate plans to simplify complex concepts and ensure full understanding, according to the vendor.

Flexible Document Customization: eState Planner offers customization options for generated wills, powers of attorney, and other legal documents. Users can choose from a variety of will layouts tailored to various preferences and jurisdictions, states the vendor.

Word Format Documents: The vendor claims that eState Planner produces generated documents in Word format for easy editing. Users can further customize documents to align with their established precedents and brand.