The Future of Estate Planning Is Here
What Is the eStatePlan™
Welcome to eStatePlan ™, the secured cloud-based estate planning tool for the 21 st century. When you use the state-of-the art estate planning and medical preparedness system you gain the peace of mind knowing your affairs are in order no matter what the future brings. You can take comfort in knowing that you have set everything in place, keep your documents updated in real-time, and can share them with the people you designate . YOU have just taken control of your estate plan using eStatePlan ™, the most convenient, efficient, and cost-effective way to ensure your legacy is executed exactly the way you want it to be.
Benefits of the eStatePlan™
All eStatePlan™ user dynamics and benefits are possible through a password-protected, subscription-based Client Console. The Console enables users to implement, manage, store, and make unlimited modifications to their estate plan via a secure, cloud-based environment.
Complete Access Portal for Client Members
Electronic Funding & Digital Implementation
Corporate Trustee / Executor Login Access
Seamless Integration for All Parties
Try Before You Buy
Still not convinced? The eStatePlan™ platform also provides a convenient Try Before You Buy feature that enables you to generate your estate plan with no obligation. Using a system-generated, last-name “demo badge” and watermarked PDF documents our Try Before You Buy feature allows you to experience the navigation and user-friendly dynamics of the Client Console. If you do decide to buy this feature, you’ll have access to our easy-to-use, opt-in purchase page within the Client Console.
Ready to Get Started?
If you would like more information or are ready to start your eStatePlan ™, please contact us today.