Alternatives to eState Planner

Docassemble

It suits developers and organizations building guided interviews, document workflows or applications, including legal practice and other fields.

InterActive Legal suits estate planning and elder law practices seeking document drafting systems for different client needs.

ClauseBase

ClauseBase may suit legal teams that draft and review contracts in Word and want questionnaires or searchable clause libraries.

It suits individuals and families preparing estate documents, including parents drafting wills, as well as businesses seeking legal document workflows.

Legito

It suits teams that automate document creation and manage approvals, signatures, and renewal workflows.

Gavel

Gavel is aimed at transactional attorneys, law firms and legal teams.

Pathagoras may suit law offices, health professionals, real estate firms, project managers, contract writers, and bid specialists who work in Word.

XpressDox

XpressDox suits firms that need to assemble documents from interviews and data sources, with hosting options ranging from cloud to on-premise or hybrid.

Clio Draft is aimed at legal practices that need reusable templates, questionnaires, court forms, document sets, and electronic signatures in a browser.

EstateScribe

It suits law firms handling estate planning that want client intake, drafting, review, and matter tracking in one browser-based workspace.

It suits law firms and corporate legal or governance teams managing entities, subsidiary obligations, and board materials.

WealthCounsel is intended for estate planning and elder law attorneys and their firms.