eState Planner vs WealthCounsel
eState Planner
e-stateplanner.comWealthCounsel
wealthcounsel.comSide by side
| Figure | eState Planner | WealthCounsel |
|---|---|---|
| Price from | $99/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 4 | 5 |
| Spec score · Legal Document Automation Software | 8.1 (#9) | 7.0 (#27) |
| Client intake | Online questionnaires collect client information and can automatically generate family trees. | Client Intake provides mobile-friendly online forms, autosaving, a progress dashboard, and an unlimited number of forms to send to clients and prospects. |
| Founded | 2020 | 2000 |
| Headquarters | Toronto, Ontario, Canada | 3 2nd Street, Suite 803, Jersey City, NJ 07302, United States |
| Purpose | eState Planner provides estate planning and will drafting software for lawyers and advisors. | WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. |
| Security | eState Planner says it completed a SOC 2 Type II examination. | The maker says its cloud software uses industry-leading standards to store files securely and allow access wherever and whenever needed. |
Plans
eState Planner
- Financial planners$99 a month
- Flexible$119 a month
- Growing$399 a month
- Professional$1,399 a month
WealthCounsel
- Elder Law ProfessionalPriced on request
- ElitePriced on request
- EssentialPriced on request
- Trusts & Estates ProfessionalPriced on request
- WealthCounsel + LEAPPriced on request
In their own words
eState Planner
eState Planner has no write-up on Specifiction yet; its figures are above.
WealthCounsel
WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. Its product range includes Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®. Wealth Docx uses dynamic interviews, scenarios, and customization tools to produce estate-planning documents from basic to complex. Wealth Tracx supports trust administration with asset tracking, reports, ledgers, task management, documents, and resources. Client Intake provides mobile-friendly online forms, autosaving, a progress dashboard, and an unlimited number of forms to send to clients and prospects. Listed integrations include LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. The maker describes the drafting software as cloud-based and compatible with Mac and PC, with use on computers, tablets, or phones. Membership includes personalized Member Services help, unlimited software support, educational resources, and access to a nationwide attorney network. Membership pricing depends on firm user count and selected products; exact prices require scheduling a call. No free plan is listed.