Side by side

eState Planner vs Pathagoras

Both stand on legal document automation software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

eState Planner

Free trial Web

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.

Visit eState Planner

Pathagoras provides template-driven Word automation with plain-text variables, database replacement, and document management tools. Its Windows-only design and database limits matter for teams with broader platform or integration needs.

Visit Pathagoras

The facts

	eState Planner	Pathagoras
Free plan	A free trial	A free trial
Open source	Not published	Not published
Runs on	Web	Windows
Lowest paid plan	Financial planners: $99 a month	Subscription: $25 a month
Plans published	4	6
Maker	Not published	Not published
Website	e-stateplanner.com	pathagoras.com
On legal document automation software	#10 of 31	#14 of 31

eState Planner: 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

Pathagoras: what it does well

Automates Word documents without programming
Uses simple bracketed variables
Supports several external database types
Includes a free 90-day trial
Networking tools support multi-license teams

What to know first

Windows and Microsoft Word required
Quick access is limited to three databases
Some data sources require export first
No free plan after the trial

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