eState Planner vs Trustate
eState Planner
e-stateplanner.comTrustate
trustate.comSide by side
| Figure | eState Planner | Trustate |
|---|---|---|
| Price from | $99/mo | $125/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 4 | 8 |
| Spec score · Legal Document Automation Software | 8.1 (#9) | 7.1 (#26) |
| Headquarters | Toronto, Ontario, Canada | Tampa, Florida, United States |
| Intended users | The company identifies solo practitioners, law firms, and financial planners as users it serves. | Trustate says it is built for trusts and estates professionals, from solo practitioners to large trust companies. |
Plans
eState Planner
- Financial planners$99 a month
- Flexible$119 a month
- Growing$399 a month
- Professional$1,399 a month
Trustate
- Solo$125 a month
- Basic$169 a month
- Small/Mid-Size Firm$259 a month
- Small firm$379 a month
- LARGE/High Volume Firm$429 a month
- Mid-Large Firm$499 a month
- Trust co/banksPriced on request
- Trust Cos/BanksPriced on request
In their own words
eState Planner
eState Planner has no write-up on Specifiction yet; its figures are above.