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SPECIFICTION
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eState Planner

e-stateplanner.com

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Spec score 8.1 #9 of 31 in Legal Document Automation Software

Spec sheet

Purpose
eState Planner provides estate planning and will drafting software for lawyers and advisors.Read 8 Oct 2026 · e-stateplanner.com
Intended users
The company identifies solo practitioners, law firms, and financial planners as users it serves.Read 8 Oct 2026 · e-stateplanner.com
Security
eState Planner says it completed a SOC 2 Type II examination.Read 8 Oct 2026 · e-stateplanner.com
Support
The company says its Canada-based support team is available by live chat, phone, and Zoom.Read 8 Oct 2026 · e-stateplanner.com
Headquarters
Toronto, Ontario, CanadaRead 28 Sep 2026 · e-stateplanner.com
Founded
2020Read 28 Sep 2026 · e-stateplanner.com
Additional questionnaire cost
Flexible plan users can add customizable questionnaires for $60 per month.Read 8 Oct 2026 · e-stateplanner.com
Client intake
Online questionnaires collect client information and can automatically generate family trees.Read 8 Oct 2026 · e-stateplanner.com
Document generation
The product generates wills, powers of attorney, and other legal documents in editable Word format.Read 8 Oct 2026 · e-stateplanner.com
Encryption
The company says client data is encrypted and can be accessed securely through a client portal.Read 8 Oct 2026 · e-stateplanner.com
Founders
The company says Jordan Atin and Ian Hull co-founded eState Planner.Read 8 Oct 2026 · e-stateplanner.com
Interactive plan visuals
eState Flow lets clients explore how assets flow to beneficiaries and see scenario changes update in real time.Read 8 Oct 2026 · e-stateplanner.com
Legal alerts
Built-in alerts identify potential issues, missing information, and planning considerations as estate plans are created.Read 8 Oct 2026 · e-stateplanner.com
Plan usage
A client file counts toward monthly usage when a user generates a document preview or downloads a linked document.Read 8 Oct 2026 · e-stateplanner.com
Planning scenarios
The software lets users create estate plans by dragging and dropping assets or generate plans for common scenarios in one click.Read 8 Oct 2026 · e-stateplanner.com
Precedents
Legal documents use Hull and Hull LLP precedents, and users can include their own custom provisions.Read 8 Oct 2026 · e-stateplanner.com

Plans and prices

Financial planners $99 a month $99/mo 15 client files per month · 3 users · $99 per additional client file · $99 per additional user Read 8 Oct 2026 · e-stateplanner.com
Flexible $119 a month $119/mo 1 client file per month · 1 user · $99 per additional client file · $99 per additional user Read 8 Oct 2026 · e-stateplanner.com
Growing $399 a month $399/mo 10 client files per month · 3 users · $99 per additional client file · $99 per additional user Read 8 Oct 2026 · e-stateplanner.com
Professional $1,399 a month $1399/mo 75 client files per month · 15 users · $99 per additional client file · $99 per additional user Read 8 Oct 2026 · e-stateplanner.com

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Where Specifiction places it

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