Checkbox vs eState Planner
Checkbox
checkbox.ai
eState Planner
e-stateplanner.comSide by side
| Figure | Checkbox | eState Planner |
|---|---|---|
| Price from | $416.67/mo | $99/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 4 |
| Spec score · Legal Document Automation Software | 9.0 (#1) | 8.1 (#9) |
| Founders | Crunchbase lists Evan Wong, James Han and Paul Wenck as founders and Evan Wong as co-founder and CEO. | The company says Jordan Atin and Ian Hull co-founded eState Planner. |
| Headquarters | New York, New York, United States | Toronto, Ontario, Canada |
| Purpose | Checkbox structures how legal work enters, moves through, and gets resolved for in-house legal teams. | eState Planner provides estate planning and will drafting software for lawyers and advisors. |
| Support | The integrations page says Checkbox’s team can help with best practices and technical support for custom integrations. | The company says its Canada-based support team is available by live chat, phone, and Zoom. |
Plans
Checkbox
- Starting price$5,000 a year
- CheckboxPriced on request
- Checkbox subscriptionPriced on request
eState Planner
- Financial planners$99 a month
- Flexible$119 a month
- Growing$399 a month
- Professional$1,399 a month
In their own words
Checkbox
Checkbox organizes how legal requests enter, move through and reach resolution for in-house legal teams. Requests can come from email, Slack, Microsoft Teams, forms and other channels, then AI classifies and routes them. Matter management keeps documents, conversations, tasks, approvals, ownership, status and deadlines together. Legal teams can create no-code workflows for routing requests, assigning tasks and tracking progress. An AI Agent answers routine legal questions from approved policies and directs employees to self-service tools or the appropriate workflow. Listed integrations include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad and Ivo. Native connectors, webhooks and REST APIs support custom connections, with API keys or OAuth for standard integrations. Checkbox lists encryption, patching, antivirus scanning, intrusion detection, penetration testing and vulnerability scanning. It states that it completed a SOC 2 Type II examination and is ISO 27001 certified, with ISO 27017 and ISO 27018 compliance. Pricing is provided on request through an Order, and the software is for business use, not consumers.
eState Planner
eState Planner has no write-up on Specifiction yet; its figures are above.