eState Planner
eState Planner is web-based estate planning and will-drafting software for lawyers, advisors, solo practitioners, law firms, and financial planners.
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 create family trees automatically. Users can assemble plans by dragging assets into place or generate common scenarios in one action. eState Flow gives clients an interactive view of how assets move to beneficiaries, with scenario updates reflected in real time. Built-in alerts point to possible issues, missing information, and planning considerations. The software produces wills, powers of attorney, and other legal documents as editable Microsoft Word files, using Hull and Hull LLP precedents while allowing custom provisions. Client files count toward monthly usage when previews are generated or linked documents downloaded. The company cites SOC 2 Type II examination, encryption, secure client-portal access, and Canada-based support.
Good
- Automatic family-tree generation
- Drag-and-drop estate scenarios
- Interactive beneficiary-flow visuals
- Editable Microsoft Word documents
- Live chat, phone, and Zoom support
Watch out
- No free plan
- Client files count toward monthly usage
- Additional questionnaires cost $60 per month
Who it suits
It suits estate-planning professionals who need questionnaires, visual planning, alerts, and editable legal-document generation. It is available through a web browser.
Verdict
eState Planner combines intake, scenario planning, visual explanations, alerts, and document generation in one web service. Its paid plans and usage counting should be reviewed against expected client volume.
Plans and prices
From eState Planner's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Financial planners | $99 a month | 15 client files per month · 3 users · $99 per additional client file · $99 per additional user · $99/mo |
| Flexible | $119 a month | 1 client file per month · 1 user · $99 per additional client file · $99 per additional user · $119/mo |
| Growing | $399 a month | 10 client files per month · 3 users · $99 per additional client file · $99 per additional user · $399/mo |
| Professional | $1,399 a month | 75 client files per month · 15 users · $99 per additional client file · $99 per additional user · $1399/mo |
The facts
Each one read from eState Planner's own pages, with the date it was checked.
Money
- Additional questionnaire cost
- Flexible plan users can add customizable questionnaires for $60 per month.checked 8 Oct 2026
- Interactive plan visuals
- eState Flow lets clients explore how assets flow to beneficiaries and see scenario changes update in real time.checked 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.checked 8 Oct 2026
- Plan usage
- A client file counts toward monthly usage when a user generates a document preview or downloads a linked document.checked 8 Oct 2026
What it does
- Client intake
- Online questionnaires collect client information and can automatically generate family trees.checked 8 Oct 2026
- Document generation
- The product generates wills, powers of attorney, and other legal documents in editable Word format.checked 8 Oct 2026
- Encryption
- The company says client data is encrypted and can be accessed securely through a client portal.checked 8 Oct 2026
- Founders
- The company says Jordan Atin and Ian Hull co-founded eState Planner.checked 8 Oct 2026
- Intended users
- The company identifies solo practitioners, law firms, and financial planners as users it serves.checked 8 Oct 2026
- Legal alerts
- Built-in alerts identify potential issues, missing information, and planning considerations as estate plans are created.checked 8 Oct 2026
- Precedents
- Legal documents use Hull and Hull LLP precedents, and users can include their own custom provisions.checked 8 Oct 2026
- Purpose
- eState Planner provides estate planning and will drafting software for lawyers and advisors.checked 8 Oct 2026
- Security
- eState Planner says it completed a SOC 2 Type II examination.checked 8 Oct 2026
- Support
- The company says its Canada-based support team is available by live chat, phone, and Zoom.checked 8 Oct 2026
The company
- Founded
- 2020checked 28 Sep 2026
- Headquarters
- Toronto, Ontario, Canadachecked 28 Sep 2026
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