eState Planner
eState Planner enhances estate practices by optimizing client intake and minimizing will-planning errors. With real-time legal alerts and customizable templates, users ca... eState Planner enhances estate practices by optimizing client intake and minimizing will-planning errors. With real-time legal alerts and customizable templates, users can draft wills up to five times faster. The platform facilitates collaboration, securely manages client data, and simplifies complex planning, ensuring clarity for both lawyers and clients.
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Company Information
- Company: eState Planner
- Country: Canada
Top eState Planner Features
- Client intake streamlining
- Real-time legal alerts
- Error-free estate plans
- Customizable wills and POAs
- Collaborative client management
- Secure data encryption
- Interactive client questionnaires
- Family tree generation
- Dynamic document generation
- Visual estate plan sharing
- Automated probate tax management
- Hull and Hull LLP precedents
- Personalized branding options
- One-click typical plan generation
- Complex trusts and gifts creation
- Client guides and graphic summaries
- Online resource wealth
- Certification course availability
- Weekly accredited webinars
- Newsletter for updates.
