Docassemble vs eState Planner
Docassemble
docassemble.org
eState Planner
e-stateplanner.comSide by side
| Figure | Docassemble | eState Planner |
|---|---|---|
| Price from | Free | $99/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | Yes | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 2 | 4 |
| Spec score · Legal Document Automation Software | 8.9 (#2) | 8.1 (#9) |
| Purpose | Docassemble is a free, open-source expert system for guided interviews and document assembly. | eState Planner provides estate planning and will drafting software for lawyers and advisors. |
| Security | Interview answers are stored encrypted in the SQL database unless the multi_user variable is True; uploaded and assembled documents are stored without encryption. | eState Planner says it completed a SOC 2 Type II examination. |
| Support | The project directs users to a community Slack group for help and GitHub issues for bug reports. | The company says its Canada-based support team is available by live chat, phone, and Zoom. |
Plans
eState Planner
- Financial planners$99 a month
- Flexible$119 a month
- Growing$399 a month
- Professional$1,399 a month
In their own words
Docassemble
Docassemble is a free, open-source platform for guided interviews and document assembly. An interview can produce downloadable or emailed PDF, RTF or DOCX files, submit applications, interact with APIs or provide information. Authors build interviews with YAML, Markdown and Python logic, and can make questions depend on what information is still needed. Templates can use DOCX or PDF files, with a Word add-in for DOCX workflows. Other listed capabilities include touchscreen signatures, chat, screen sharing, remote screen control, AI, SMS, email, fax, OCR, multilingual interviews and multiuser applications. Developers can extend interviews with Python and connect third-party applications through the API. Deployment options include Docker, Docker Compose, Helm and installation without Docker; the maker recommends Docker. The software has no usage fees, but an internet-hosted server typically costs $10–$40 per month or more. Interview answers are encrypted in the SQL database unless multi_user is True; uploaded and assembled documents are not encrypted.
eState Planner
eState Planner has no write-up on Specifiction yet; its figures are above.