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eState Planner
What eState Planner is
eState Planner is web-based estate planning and will-drafting software for lawyers, advisors, solo practitioners, law firms, and financial planners. Online questionnaires gather client details and can automatically build family trees. Users can assemble plans by dragging assets into place or create plans for common scenarios in one action. eState Flow gives clients an interactive view of how assets move to beneficiaries, with changes reflected as scenarios are adjusted. Built-in alerts identify possible issues, missing information, and planning considerations during preparation. The software generates wills, powers of attorney, and other legal documents as editable Microsoft Word files. Documents use Hull and Hull LLP precedents, while custom provisions can be added. Client data is encrypted and accessed through a secure portal, according to the company, which also says it completed a SOC 2 Type II examination. Paid plans start at $99 a month, with a 14-day trial and no free plan.
Who it suits
It suits legal and financial professionals who prepare estate plans for clients. Its questionnaires, visual planning, document generation, and Word export support firms handling multiple client files.
What it does well
- Questionnaires can automatically create family trees
- Drag-and-drop planning and one-click scenarios
- Interactive beneficiary-flow visuals update in real time
- Editable Word document generation
- Canada-based support by chat, phone, and Zoom
What to know first
- No free plan
- Client files count toward monthly usage
- Additional questionnaires cost $60 per month
- Web platform only
Limits
The Financial planners plan costs $99 a month and includes 15 client files and 3 users. Additional client files and users cost $99 each; a file counts when a preview is generated or a linked document downloaded.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Flexible | $119/mo · 1 client file per month · 1 user · $99 per additional client file · $99 per additional user | $119 a month |
| Professional | $1399/mo · 75 client files per month · 15 users · $99 per additional client file · $99 per additional user | $1,399 a month |
| Growing | $399/mo · 10 client files per month · 3 users · $99 per additional client file · $99 per additional user | $399 a month |
| Financial planners | $99/mo · 15 client files per month · 3 users · $99 per additional client file · $99 per additional user | $99 a month |
As e-stateplanner.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Getting started
- Open the eState Planner website.
- Start the 14-day trial or choose a paid plan.
- Use the web platform to collect client information with questionnaires.
- Create an estate plan and generate a document preview or download a linked document.
Verdict
eState Planner combines intake, visual planning, alerts, and legal-document generation in one web service. Its paid plans and usage counting should be reviewed against expected client volume.
Questions
How much does eState Planner cost?
The Financial planners plan is $99 a month. Other plans are Flexible at 119.00 USD, Growing at 399.00 USD, and Professional at $1,399 a month.
Is there a free plan or trial?
There is no free plan. A 14-day trial is available.
What platforms does it support?
eState Planner is available on the web.
Can it export documents to Word?
Yes. It generates wills, powers of attorney, and other legal documents in editable Word format.
What happens when a client file counts toward usage?
A file counts when a user generates a document preview or downloads a linked document.
Facts from eState Planner's own pages
- Additional questionnaire cost
- Flexible plan users can add customizable questionnaires for $60 per month. · e-stateplanner.com, 8 Oct 2026
- Client intake
- Online questionnaires collect client information and can automatically generate family trees. · e-stateplanner.com, 8 Oct 2026
- Document generation
- The product generates wills, powers of attorney, and other legal documents in editable Word format. · e-stateplanner.com, 8 Oct 2026
- Encryption
- The company says client data is encrypted and can be accessed securely through a client portal. · e-stateplanner.com, 8 Oct 2026
- Founded
- 2020 · e-stateplanner.com, 28 Sept 2026
- Founders
- The company says Jordan Atin and Ian Hull co-founded eState Planner. · e-stateplanner.com, 8 Oct 2026
- Headquarters
- Toronto, Ontario, Canada · e-stateplanner.com, 28 Sept 2026
- Intended users
- The company identifies solo practitioners, law firms, and financial planners as users it serves. · e-stateplanner.com, 8 Oct 2026
- Interactive plan visuals
- eState Flow lets clients explore how assets flow to beneficiaries and see scenario changes update in real time. · e-stateplanner.com, 8 Oct 2026
- Legal alerts
- Built-in alerts identify potential issues, missing information, and planning considerations as estate plans are created. · e-stateplanner.com, 8 Oct 2026
- Planning scenarios
- The software lets users create estate plans by dragging and dropping assets or generate plans for common scenarios in one click. · e-stateplanner.com, 8 Oct 2026
- Plan usage
- A client file counts toward monthly usage when a user generates a document preview or downloads a linked document. · e-stateplanner.com, 8 Oct 2026
- Precedents
- Legal documents use Hull and Hull LLP precedents, and users can include their own custom provisions. · e-stateplanner.com, 8 Oct 2026
- Purpose
- eState Planner provides estate planning and will drafting software for lawyers and advisors. · e-stateplanner.com, 8 Oct 2026
- Security
- eState Planner says it completed a SOC 2 Type II examination. · e-stateplanner.com, 8 Oct 2026
- Support
- The company says its Canada-based support team is available by live chat, phone, and Zoom. · e-stateplanner.com, 8 Oct 2026
Where eState Planner stands on Freedom251
- Legal Document Automation Software#10 of 31