eState Planner

6.7easy start · #6 of 33
in Legal Document Automation Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $99/mo.

eState Planner is ranked #6 of 33 in legal document automation software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $99/mo.

eState Planner plans and pricing

All plans

Financial planners $99/mo $99/mo 15 client files per month · 3 users · $99 per additional client file · $99 per additional user e-stateplanner.com · 8 Oct 2026

Flexible $119/mo $119/mo 1 client file per month · 1 user · $99 per additional client file · $99 per additional user e-stateplanner.com · 8 Oct 2026

Growing $399/mo $399/mo 10 client files per month · 3 users · $99 per additional client file · $99 per additional user e-stateplanner.com · 8 Oct 2026

Professional $1,399/mo $1399/mo 75 client files per month · 15 users · $99 per additional client file · $99 per additional user e-stateplanner.com · 8 Oct 2026

Compared on legal document automation software

Free plan: No
Questionnaire builder: Yes
Microsoft Word export: Yes

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The record

Purpose: eState Planner provides estate planning and will drafting software for lawyers and advisors.
Client intake: Online questionnaires collect client information and can automatically generate family trees.
Planning scenarios: The software lets users create estate plans by dragging and dropping assets or generate plans for common scenarios in one click.
Interactive plan visuals: eState Flow lets clients explore how assets flow to beneficiaries and see scenario changes update in real time.
Legal alerts: Built-in alerts identify potential issues, missing information, and planning considerations as estate plans are created.
Document generation: The product generates wills, powers of attorney, and other legal documents in editable Word format.
Precedents: Legal documents use Hull and Hull LLP precedents, and users can include their own custom provisions.
Security: eState Planner says it completed a SOC 2 Type II examination.
Encryption: The company says client data is encrypted and can be accessed securely through a client portal.
Support: The company says its Canada-based support team is available by live chat, phone, and Zoom.
Plan usage: A client file counts toward monthly usage when a user generates a document preview or downloads a linked document.
Additional questionnaire cost: Flexible plan users can add customizable questionnaires for $60 per month.
Intended users: The company identifies solo practitioners, law firms, and financial planners as users it serves.
Founders: The company says Jordan Atin and Ian Hull co-founded eState Planner.
Price from: $99/mo

Where it ranks on The Geeks Club

Best Legal Document Automation Software in 2026#6 of 33

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Sources

e-stateplanner.com· checked 8 Oct 2026
e-stateplanner.com/feature/capture-client-data· checked 8 Oct 2026
e-stateplanner.com/feature/create-estate-plans· checked 8 Oct 2026
e-stateplanner.com/feature/generate-legal-documents· checked 8 Oct 2026
e-stateplanner.com/resources/newsroom/soc-2-compliance· checked 8 Oct 2026
e-stateplanner.com/pricing· checked 8 Oct 2026
e-stateplanner.com/about-us· checked 8 Oct 2026