eState Planner is a leading legal software platform in Canada that focuses on estate planning and will drafting. It is trusted by over 1,000 estate professionals, including lawyers and legal practitioners. The platform enhances efficiency by streamlining client intake, document generation, and estate plan customization while minimizing errors with real-time legal alerts.

The software features interactive questionnaires for secure data collection, automatically generating family trees and asset summaries. It dynamically produces wills, trusts, and estate plans using both standardized precedents and custom clauses. eState Planner also provides client education through graphic summaries and guides, helping clients understand their estate plans. Additionally, firms can personalize client portals and documents with their branding. The platform includes training resources, live support, and a library of tutorials to assist users.