eState Planner
eState Planner: A focused estate-planning workspace with visual scenarios and Word document generation. Ranked #18 of 31 in Legal Document Automation Software by our editors (7.3/10); pricing: 14-day trial; best for estate planners needing scenario visualization.
At a glance
- Editor score7.3 / 10
- Pricing14-day trial
- Best forEstate planners needing scenario visualization
- Free planNo
- Paid from$99/mo
- Questionnaire builderYes
- Founded2020 · Toronto, Ontario, Canada
- Facts checked20 Sep 2026
Where it wins
- Visual estate-plan scenarios with drag-and-drop asset allocation
- Generates wills, powers of attorney, and other legal documents
- Custom intake forms, provisions, branding, and client sharing
Where it doesn't
- Designed for Canadian professionals rather than consumers or lawyers elsewhere
- Web-only access limits platform choice
- Teams needing integrations or e-signature should consider alternatives
Our verdict on eState Planner
eState Planner is cloud-based estate planning software for Canadian estate lawyers, law firms, and financial planners. It combines digital client questionnaires with automatic family-tree, asset, and debt capture, then turns that information into estate-plan scenarios, legal documents, and visual summaries. Its workflow is aimed at solo practitioners, small firms, and larger legal practices that need structured client intake, scenario visualization, and Microsoft Word output rather than a consumer-facing will service.
Pricing is plan-based and billed monthly. The published starting price is $99 per month, while the Flexible plan is listed at $119 per month and includes built-in intake forms, scenarios and estate planning, graphic summaries, and document generation. Growing costs $399 per month and adds customizable intake forms, precedent and document customization, branded summaries and portal, and client file sharing. Professional costs $1,399 per month and adds firm- and lawyer-level document customization alongside Growing features. A Financial planners plan is listed at $99 per month with scenarios and estate planning, graphic summaries, client file sharing, and customizable intake forms. A 14-day trial is available, and there is no free plan.
The product’s strongest distinction is the connection between captured client information, estate-plan scenarios, and document production. Drag-and-drop asset allocation, real-time legal alerts, planning insights, custom clauses, provisions, precedents, and interactive summaries support a workflow that goes beyond questionnaire collection. At the same time, its scope is deliberately focused: it is available on the web and is not meant for consumers or lawyers outside Canada. Firms that prioritize Canadian estate planning, visual explanations, customizable documents, and client-file collaboration should find the feature set well aligned. Practices that require integrations or e-signature workflows should choose a product built around those capabilities instead.
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eState Planner pricing
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eState Planner fact sheet
| Free plan | No |
|---|---|
| Paid from | $99/mo |
| Questionnaire builder | Yes |
| Conditional logic | Not verified |
| Clause library | Not verified |
| Microsoft Word export | Yes |
| E-signature integration | Not verified |
| API access | Not verified |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Live chat, Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | 14-day trial (source) |
| Website | e-stateplanner.com |
| Facts checked | 20 Sep 2026 |
Alternatives to eState Planner
- ClauseBaseA deep automation suite for legal teams, with contact-sales pricing and broad integration options.9.4
- XpressDoxFlexible legal document automation with Word-centered authoring and deployment options.9.2
- GavelBroad workflow automation with document generation, integrations, portals, and an API.9.1
See all eState Planner alternatives →
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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