eState Planner is a real, Canada-focused estate-planning workflow product for lawyers and some advisors, not just a generic keyword collision around the phrase ‘estate planner’. The strongest current evidence is unusually concrete for this niche: the live site has dedicated pages for intake, planning, document generation, and pricing; public pricing starts at CAD 119/month for a one-lawyer Flexible plan and goes to CAD 1,399/month for a Professional plan, plus a CAD 99/month financial-planner tier and a 14-day free trial. Product positioning is coherent and specific: built-in questionnaires collect client data, the system generates family trees and visual summaries, legal alerts flag planning mistakes, and lawyers can produce wills and powers of attorney from built-in or custom precedents. External validation is thinner than the site itself but real. BetaKit and Canadian Lawyer both covered a CAD 1 million seed round in February 2022, FOLA features the product as lawyer-created software for wills and estates practices, and Wagner Sidlofsky’s malpractice-focused article cites tools like eState Planner as part of an error-reduction trend in estates work. Customer proof is still mostly vendor-authored case studies and testimonials, but the workflow fit is clear.
Company Info
- Founded: 2017
- Team size: 1-10 employees
- Funding: $1M
- HQ: Canada
- Sector: Trust & Estate
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
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