About Us

An intelligent platform to look after your clients.

eEstate Planners platform makes the complex estate planning process simple and easy. It’s integrated expertise will make you an expert in estate planning without prior experience.

When you use eEstate Planners you are providing additional services to your clients by adding value, Securing loyalty and providing convenience.

How does it work?

Online Needs Assessment

eEstate Planners enables your clients to perform their needs assessment by filling up a questioner to understand the needs of your client.

Assessment Results

Based on the needs assessment eEstate Planners suggests all the required estate planning documents need to be prepared to secure your clients wishes.

Secure Payment

Once your client verify the results, eEstate Planner provides secure payment options to your clients.

Document Generation

All the suggested and requested documents will be generated based on the details verified by you and your clients.

Reach out to us today for a free demo

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