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- eState Planner
On the recordRead 8 Oct 202616 facts
eState Planner
Toronto, Ontario, Canada
Plans and prices
Financial planners
$99a month
15 client files per month · 3 users · $99 per additional client file · $99 per additional user
Read 8 Oct 2026 · e-stateplanner.com
Flexible
$119a month
1 client file per month · 1 user · $99 per additional client file · $99 per additional user
Read 8 Oct 2026 · e-stateplanner.com
Growing
$399a month
10 client files per month · 3 users · $99 per additional client file · $99 per additional user
Read 8 Oct 2026 · e-stateplanner.com
Professional
$1,399a month
75 client files per month · 15 users · $99 per additional client file · $99 per additional user
Read 8 Oct 2026 · e-stateplanner.com
On the record
- Additional questionnaire cost
- Flexible plan users can add customizable questionnaires for $60 per month.e-stateplanner.com · read 8 Oct 2026
- Client intake
- Online questionnaires collect client information and can automatically generate family trees.e-stateplanner.com · read 8 Oct 2026
- Document generation
- The product generates wills, powers of attorney, and other legal documents in editable Word format.e-stateplanner.com · read 8 Oct 2026
- Encryption
- The company says client data is encrypted and can be accessed securely through a client portal.e-stateplanner.com · read 8 Oct 2026
- Founders
- The company says Jordan Atin and Ian Hull co-founded eState Planner.e-stateplanner.com · read 8 Oct 2026
- Intended users
- The company identifies solo practitioners, law firms, and financial planners as users it serves.e-stateplanner.com · read 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 · read 8 Oct 2026
- Legal alerts
- Built-in alerts identify potential issues, missing information, and planning considerations as estate plans are created.e-stateplanner.com · read 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 · read 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 · read 8 Oct 2026
- Precedents
- Legal documents use Hull and Hull LLP precedents, and users can include their own custom provisions.e-stateplanner.com · read 8 Oct 2026
- Purpose
- eState Planner provides estate planning and will drafting software for lawyers and advisors.e-stateplanner.com · read 8 Oct 2026
- Security
- eState Planner says it completed a SOC 2 Type II examination.e-stateplanner.com · read 8 Oct 2026
- Support
- The company says its Canada-based support team is available by live chat, phone, and Zoom.e-stateplanner.com · read 8 Oct 2026
