eState Planner review
A focused estate-planning workspace with visual scenarios and Word document generation.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
eState Planner pros and cons
- 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
eState Planner fact sheet, pricing and score →
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