Estate Engine vs eState Planner
Estate Engine
estate-engine.com
eState Planner
e-stateplanner.comSide by side
| Figure | Estate Engine | eState Planner |
|---|---|---|
| Price from | $200/mo | $99/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 4 | 4 |
| Spec score · Legal Document Automation Software | 8.0 (#10) | 8.1 (#9) |
| Security | The service agreement says Customer Data is encrypted in transit and at rest, with authentication and authorization controls for data and generated documents. | eState Planner says it completed a SOC 2 Type II examination. |
Plans
Estate Engine
- Pay as you go$50, paid once
- Starter$200 a month
- Growth$420 a month
- Scale$597.50 a month
eState Planner
- Financial planners$99 a month
- Flexible$119 a month
- Growing$399 a month
- Professional$1,399 a month
In their own words
Estate Engine
Estate Engine has no write-up on Specifiction yet; its figures are above.
eState Planner
eState Planner has no write-up on Specifiction yet; its figures are above.