eState Planner
The product is a cloud-based estate planning software that streamlines client data collection through interactive questionnaires and automates the generation of legal documents like wills and powers of attorney. It features real-time legal alerts to minimize errors and provides visual aids to improve client comprehension of their estate plans.
- Industry: Estate & Life Planning
- Location: Toronto, Ontario, Canada
- Founded: 2017-01-01
- Total funding: 1000000
- Website: https://e-stateplanner.com
Product & Features
- eState Planner captures client data through customizable online questionnaires for accurate information gathering.
- The platform generates legal documents and family trees automatically from collected client information.
- Users can securely access client data anytime, anywhere, with encrypted information and a secure portal.
- The client intake form reduces transcription errors, enhancing efficiency for drafting solicitors.
- Collaboration is simplified by allowing multiple contributors to access and work on a single client file.
- Advisory Insights provides actionable legal alerts tailored to each client's personal and financial information.
Notable Customers
- Marigold Law Group
- Peffers Law
- Riopelle Group
- One Sports
Founders & Team
- Ian Hull — co-founder of eState Planner
- Jordan Atin — Co-Founder & CEO
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Frequently Asked Questions
What is eState Planner?
The product is a cloud-based estate planning software that streamlines client data collection through interactive questionnaires and automates the generation of legal documents like wills and powers of attorney. It features real-time legal alerts to minimize errors and provides visual aids to…
What does eState Planner do?
eState Planner captures client data through customizable online questionnaires for accurate information gathering. The platform generates legal documents and family trees automatically from collected client information. Users can securely access client data anytime, anywhere, with encrypted information and a secure portal.
Who are eState Planner's customers?
eState Planner's customers include Marigold Law Group, Peffers Law, Riopelle Group, One Sports.
Who founded eState Planner?
eState Planner was founded by Ian Hull and Jordan Atin.
What category does eState Planner fall under?
eState Planner is a legal technology company in the Estate & Life Planning category.
Where is eState Planner based?
eState Planner is based in Toronto, Ontario, Canada.